CSM Crash Course

This course is for new or aspiring Customer Success professionals to learn the basics of the role. It includes:

12 hours of live instruction from industry experts via Zoom

2+ hours of self-paced recordings and project work are due prior to the first day.

The class meets on Saturday and Sunday

7:00 am-1 pm PT/ 10 am- 4 pm ET each day over Zoom, with a 1-hour meal break.

Instruction will be interactive and a working camera and microphone are required.

This class is open to anyone available at these times, proficient in English, who has a basic understanding of what a Customer Success Manager is and a willingness to learn.

Instruction will cover:

• The Customer Lifecycle in SaaS

• Creating Mutual Success Plans

• Working cross-functionally as the Voice of Customer

• Quantifying and communicating value

• Churn risk mitigation strategies

• and more!

* Please note career services and community membership are not included with this course