Master the Art of Customer Success Management with the 14 Lesson CSMs Fundamentals course

This 14-lesson, self-paced course features over 3 total hours of content, with a real-world final activity to test your skills. This course encompasses instruction for a near-expert level understanding of how to be a top-performing Customer Success Manager in any company internationally. This unique course dives deep into strategic methodologies for driving long-term CSM skill and also provides instruction on how to land a great CS role, outwork your peers, and advance quickly within the SaaS & Tech industries.

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Practical Knowledge

This course is designed to provide real-world, practical knowledge for immediate application.

Career Advancement

This course acts as a stepping stone to a promising career in CS Management.

Flexible Learning

Learn at your own pace with this self-paced course, fitting your busy schedule.

Check Out the Curriculum

  1. Course Intro
  2. Why has Customer Success grown to be such a huge profession?
  3. Understanding the SaaS Business Model
  4. Tiers within Customer Success
  5. What does career advancement look like within customer success?
  6. Current Compensation in Customer Success
  7. A Day in the life of a CSM
  8. Managing your book of business at any level- Finding a daily and repeatable order of operations
  9. What does customer communication look like at all levels
  10. The CSM Tech Stack: What Tools You’ll Use (and Why)
  11. Soft Skills & Escalation Scenarios
  12. How to run a successful recurring meeting
  13. How to run a successful QBR- Using Data and the concept of expected outcomes
  14. How to understand holistic customer health
  15. How to interview and land a great CSM role
  16. Course activity- Building a QBR slide

Welcome! Here's the Course Intro

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CSM Fundamentals Course - Learn From a CS Leader and Hiring Manager

  1. Module 1 - Let's Jump In!

    1 lesson
    1. Course Intro - Welcome!

  2. Module 2

    4 lessons
    1. Why Has Customer Success Grown to be Such a Huge Profession?
    2. Understanding the SaaS Business Model
    3. The Tiers within Customer Success (and what you need to win in each!)
    4. What Does Career Advancement Look Like in Customer Success?

  3. Module 3

    4 lessons
    1. Jump Into A Day in the life of a CSM!
    2. Managing Your Book of Business at Any Level
    3. Driving Successful Customer Communication at Any Level
    4. The CSM Tech Stack: What Tools You’ll Use (and why it's important!)

  4. Module 4

    3 lessons
    1. Soft Skills & Escalation Scenarios to Help You Gain a Competitive Edge
    2. How to Run A Successful Recurring Meeting Every Single Time
    3. How to Run Successful and Data-Backed QBRs/EBRs

  5. Module 5

    3 lessons
    1. How to Understand Holistic Customer Health
    2. How to Interview and Land a Great CSM Role in Tech
    3. Course Activity - Building a QBR Slide!

Imagine yourself as a highly sought-after Customer Success Manager in the tech industry.

Our CSM Fundamentals Course will equip you with the essential skills to make this dream a reality.