How to be a Powerhouse CSM in 2026 (Master's Level Content)

Learn how to be a powerhouse Customer Success Manager (CSM). Equip yourself with the framework to drive your CX career!

What you'll learn
- Explain the role of Customer Success in SaaS and why being a CSM is vital for long-term company growth.
- Identify key health signals, risk indicators, and account growth opportunities in customer relationships.
- Apply proven frameworks for running impactful meetings, QBRs, and customer conversations.
- Develop a personal roadmap to break into or advance within a Customer Success career in the tech industry.

Requirements
- No previous experience required! Be curious about customer success and how to succeed in the Tech and SaaS industries.

Description
In this 12 lesson course with over 4.5 hours of modern and structured content, students will learn how to position themselves as an invaluable Customer Success Manager within any tech or SaaS company. This course includes Master's level content rarely taught in Corporate America. After completing this course, students will feel equipped to interview at a high level, understand holistic strategies to take on challenging customer success work, add value to every customer conversation, and position themselves as leaders both internally and externally. Course ends with a real-world prompt and applicable activity- Let's put it all together and empower you with the skills you need to drive customer value!

Check out the full course curriculum here:

Why has Customer Success Grown?

The SaaS Business Model

Running a Successful Recurring Meeting

Running a Successful Quarterly or Executive Business Review

Understanding Holistic Customer Health

The Upsell Motion - “Land and Expand”

Spotting Account Risk

The Value-Add Email Strategy

How to Operate Months or Quarters Ahead

How to Position Yourself as a Leader

How to Build Cross-functional Relationships

Interviewing and Landing a Great CSM Role + Interview Guide

Real-world course activity: Building a QBR Deck

Once done, students should feel equipped with immediately applicable strategies and skills to drive both their personal success and the success of the customers they care for. Students who invest in their course are absolutely on their way to becoming powerhouse Customer Success Managers!

Who this course is for:
- This course is perfect for anyone with 0-4 years experience, graduating seniors, young professionals, or anyone who wants to get better at being a CSM and advancing their career quickly.
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