Looking to transition into Customer Success Operations
Contributor 
Good morning!
I'm looking to take the next step in my career and pursue Customer Success Operations roles. I've been trying to do some research on other folks currently in this type of role and what I'm finding is having experience with CRM tool sets like Salesforce, Gainsight, etc.
An obstacle I'm running into is my current and past employers aren't utilizing some of these tool sets so I'm wondering if I starting looking into trainings for these, am I at a disadvantage not having the tool available during the training? Do any of these platforms offer say a sandbox to use for training?
I'm also looking into taking some project management certification courses. I'm wondering, with this type of role is it better to go down the Six Sigma, or Agile route? Perhaps both or neither?
I would love some insight and direction on how to keep advancing forward.
Thank you!
Hillary Feldt, CSM
I'm looking to take the next step in my career and pursue Customer Success Operations roles. I've been trying to do some research on other folks currently in this type of role and what I'm finding is having experience with CRM tool sets like Salesforce, Gainsight, etc.
An obstacle I'm running into is my current and past employers aren't utilizing some of these tool sets so I'm wondering if I starting looking into trainings for these, am I at a disadvantage not having the tool available during the training? Do any of these platforms offer say a sandbox to use for training?
I'm also looking into taking some project management certification courses. I'm wondering, with this type of role is it better to go down the Six Sigma, or Agile route? Perhaps both or neither?
I would love some insight and direction on how to keep advancing forward.
Thank you!
Hillary Feldt, CSM