What You'll Learn

This advanced certification course helps you step confidently into a strategic Customer Success role.

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

  1. The Shift from Tactical to Strategic Customer Success
  2. Strategic Account Planning and Partnership
  3. Executive Engagement and Business Alignment
  4. Value Realization and Outcome-Based Growth
  5. 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

5 star rating

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

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5 star rating

Great Content

Asabe Salihu

The course content was rich and easy to understand

The course content was rich and easy to understand

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5 star rating

Very 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!

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5 star rating

Highly recommended!

Dennis Margheim

I would highly recommend the Strategic Management course.

I would highly recommend the Strategic Management course.

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Affiliate 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.
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