Which course is best if I want to become a CSM?

Seeker

Dec 29, 2020

Updated Aug 16, 2023 by Heather Wendt

Hello all!

My company has suggested I might be interested in a career change into the Customer Success role. I am currently a Sales Development Rep so there is a lot of learning to do to get up to speed if I want to excel in my new, potential role!

I am thinking of this level 1 CSM course:

SuccessCOACHING Customer Success Manager Training | SuccessCOACHING

This one:

CSM Certification Program - 15 Classes - The Success League

Which one would you recommend for someone brand new to the CSM role?

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Kimberly Bara

Seeker

Dec 31, 2020

Updated Dec 31, 2020 by unknown

I recently completed Levels 1 and 2 of SuccessCOACHING. Level 1 was a 3 day bootcamp (which I loved) and Level 2 I did the online self-study model. I feel that both were worthy investments of my time and $$.

I also hear a lot of good things about Practical CSM and Gainsight Pulse+

Sarah Bierenbaum

Contributor

Dec 31, 2020

Updated Dec 31, 2020 by unknown

Hello Sofia,

You've gotten some great recommendations so far. Is recommend you also consider Practical CSM Academy

They created the course as a self-guided online program, so you know you're learning in exactly the way it was originally intended. Additionally, per the title, the approach is super practical and gives you actionable learning from even the earliest modules. It is also quite reasonably priced.

If there are other folks on your team who want to get certified (I know seasoned CSMs who have recently taken these courses), I think they offer a deal for a full team to go through the program.

Let us know what you end up doing!

Best,
Sarah B.

Carl Hoffmann

Thought Leader

Dec 30, 2020

Updated Dec 30, 2020 by unknown

Hi,

I am doing the same transition and am midway through the SuccessCOACHING Customer Success Manager Training | SuccessCOACHING Level 1 course and I can recommend this one, as a start. Since your company is making recommendations, you may want to consider having a conversation with your manager (and/or whomever is giving the recommendation) about a course plan and emphasiez how that would benefit both you and the company. They might even be able to absorb the cost, too.