Move beyond tactical support and become a trusted business advisor. This course empowers Customer Success professionals to lead with strategy, strengthen executive relationships, and drive measurable results.
CCSS Certification – Course 3 of 5
What You'll Learn
This advanced certification course helps you step confidently into a strategic Customer Success role.
Skill Development:
Skill Development:
- Develop and execute strategic account plans
- Align with executive stakeholders on outcomes and KPIs
- Demonstrate long-term customer value and ROI
- Facilitate renewals and expansions through strategic insights
- Elevate your career as a strategic CSM or team leader
Why It Matters
Customer expectations are rising, and so is the need for strategic CSMs. Those who understand how to align with executive goals, demonstrate value, and drive growth will be the leaders of tomorrow. This course provides the mindset and methods to get there.
Course Format
- Length: ~90 minutes of self-paced video content
- Modules: 5 (includes exercises and downloadable workbook)
- Skill Level: Entry-level and career professionals
- Access: Free, with 1-year unlimited access
- Certificate: Instant digital certificate upon completion
Course Modules
- The Shift from Tactical to Strategic Customer Success
- Strategic Account Planning and Partnership
- Executive Engagement and Business Alignment
- Value Realization and Outcome-Based Growth
- Sustaining Strategic Impact and Career Development
Who This Course Is For
- Aspiring Customer Success Managers (CSMs)
- Senior Customer Success professionals seeking to level up
- CSMs responsible for high-value or complex accounts
- Professionals pursuing CS leadership roles or internal promotions
Course Reviews
Customer Success Strategic Management
Nsima Abasita
This was amazing. I learned how to move from tactical approach to a more strategic approach that would benefit both my customers and organization
This was amazing. I learned how to move from tactical approach to a more strategic approach that would benefit both my customers and organization
Read LessGreat Content
Asabe Salihu
The course content was rich and easy to understand
The course content was rich and easy to understand
Read LessVery Insightful & Engaging
Fadhli Yunus
The course has demonstrated a structured way to look at working strategically which is massively important for CSMs. The content, as well as the examples used, were very insightful and engaging!
The course has demonstrated a structured way to look at working strategically which is massively important for CSMs. The content, as well as the examples used, were very insightful and engaging!
Read LessHighly recommended!
Dennis Margheim
I would highly recommend the Strategic Management course.
I would highly recommend the Strategic Management course.
Read LessAffiliate Program
Make a difference while earning income. The CustomerSuccessU Affiliate Program empowers you to support our global mission while getting paid to share a platform that’s transforming careers in Customer Success. As an affiliate, you can earn a 20% commission by sharing on websites, in communities, or across any social media platform.
Not-for-Profit Mission
CustomerSuccessU is a global not-for-profit organization committed to making career advancement accessible to everyone. We offer free and affordable courses, certifications, and resources to support individuals at any stage of their professional journey, whether they are beginning their careers, transitioning to a new field, or preparing for leadership roles.
Your Next Step
Continue growing your skills and advancing your career with our next course: Customer Success Career Advancement. This course is the next step on your path to earning the Certified Customer Success Specialist (CCSS) designation. Each course you complete brings you closer to full certification and recognition as a CCSS by CustomerSuccessU.