The Customer Success Training Catalogue

As the profession of Customer Success continues its exponential growth across the organizational and global landscape, there is an ever-increasing need for training new CSM/practitioners and executive CS team leaders. To assist individuals and companies to find and evaluate appropriate training vendors, The Customer Success Association maintains a list of all known/established vendors and this map of the course categories on offer.

Version 1.1 — 7/18/2021

Course Content Types and Delivery Methodologies

    Standardized Courses

    • Instructor-led classroom sessions
    • Instructor-led online seminars
    • Individual Coaching sessions
    • Individual On-Demand courses
    • Instructor-led small group online Forums
    • White-label courses for individual companies to use internally, including train-the-trainer

    Customized Courses

    • Instructor-led classroom sessions
    • Instructor-led online seminars
    • Individual Coaching sessions

Intended Audiences

  • CSMs / Practitioners: Customer-facing individuals
  • Customer Success Operations Analysts
  • Customer Success Account Managers
  • Customer Success Executives / Team Leaders
  • Customer Success Teams
  • Customer Onboarding Specialists / Teams

Available Courses

    The CSM Role

Training or Coaching sessions for newcomers to the Customer Success profession intended to assist them in getting their first job in the field.

Vendors

/   Melo Associates   /

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    CSM / (practitioner) Training – Coaching/Mentoring

Multi-session training and Individual coaching / mentoring for customer-facing CSMs in the skills and knowledge required for effective functioning in the role.  For more information, please see The CSM Competency Standard.  To download a pdf copy of the Standard, please click here.  See also: The CSA Accredited Training Program.

Vendors

++Growth Molecules++  /  ++Success Chain++  / ++The Success League++  /

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    Customer Success Team Training

High performing teams are no accident. They require a clear strategy, effective leadership, and individuals who know how to function as a team. Every member needs to be clear both on their role, and how it aligns with those of other team members.  Both new Customer Success teams and those who have been in operation for some time can benefit from training as a team.

Vendors

++Growth Molecules++  /  ++Success Chain++  / ++The Success League++  /

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    Customer Success Executive Training – Coaching/Mentoring

Given the huge range of what companies can include when they talk of Customer Success, it’s no surprise that the job of an executive leader of a CS group is far from easy. How should the team be structured? What aspects of the workflow are the most important for delivering on the mission? What should you be reporting to the Board about your group? These and a myriad other issues are yours to deal with in your role.  Change is a constant, and access to experts who ask the right questions is vital for dealing with the evolution of the profession.

Vendors

++Growth Molecules++  /  ++Success Chain++  / ++The Success League++  /

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    Customer Success Operations Training – Coaching/Mentoring

Data about your customers and your own Customer Success team’s process is of no value if it is not analyzed and put to practical use.. Who are your Tier 1 customers? What makes them a fit for that segment of your customer base? What is the best procedure for growing more such relationships? Within your CS team, which playbooks are the most effective? Are there better ways to accomplish the same goals? What are the skills and knowledge that are required of CS Ops personnel?  Coaching and mentoring is especially of value to those tasked with creating a CS Operations resource within their companies.

Vendors

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    Customer Success Account Management Training – Coaching/Mentoring

Since 2016, the percentage of Customer Success teams reporting direct involvement in renewal management, up-selling and cross-selling has rapidly risen. By 2020, the annual Customer Success Standards Initiative Research indicated that over 90% of all respondents had either direct or shared ownership of income and profitability streams.  With the increasing involvement of Customer Success groups in what was previously a separate group in Sales under the label of Account Management, there is also an increasing need for those who may never have considered themselves as being about selling to learn various Sales techniques.

Vendors

++Growth Molecules++  /  ++Success Chain++  / ++The Success League++  /

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    Change Management

Training / Coaching/Mentoring in change management strategy and process.

Vendors

++Growth Molecules++  /  ++Success Chain++  / ++The Success League++  /

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    User Adoption

Completing the implementation of a new technology is only the first step in the journey.  The next challenge is to get users to actually engage and use the technology for increased productivity and profitability.

Vendors

++Success Chain++  /

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    Onboarding

Successful onboarding of new customers is where the renewal process begins.  If onboarding is not done well, the chances for either contract renewal or expansion are substantially reduced.

Vendors

Donna Weber  /

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++ indicates participation in The CSA Accredited Training Program

 

 

 

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To Apply for Listing

Interested Customer Success training vendors are invited to apply for listing here for their companies and courses by completing the Customer Success Resource application form.
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