[ 4/09/2025 ]
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.
Recommended Reading: The Customer Success Training and Certification Report 2021
Course Content Types and Delivery Methodologies
Standardized Courses
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- 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
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- 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
/ Kristi Faltorusso / MarketSource / ++Melo Associates++ / RecastSuccess /
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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
/ ++The Success League++ / Alignmint Growth Strategies / Aspireship / ChurnRX / ++ Customer Success Institute ++ / Dana Soza / FT Works / Kristi Faltorusso / MarketSource / NST Success Consulting / RecastSuccess / ++Success Chain++ / Success To Scale / Tribe Strategy / Winning By Design / WMC Partners /
.
Customer Success Team Training [ Case Study ]
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
/ ++The Success League++ / Alignmint Growth Strategies / Aspireship / Batteries Included / Beverly Hathorn Consulting / Blind Zebra / ChurnRX / CSInTheValley / Customer Success Academy / Cuxtomers Consulting / CX Charter / Kathleen Rouse LLC / MarketSource / NST Success Consulting / RecastSuccess / Retain Solutions / Ruffday Services / Snowise Technologies / Steinberg Consulting / ++Success Chain++ / SuccessEngine / River Consulting Group / The Customer Success Company / Tribe Strategy / Unify Success / UpgrAIde / WMC Partners /
.
Customer Success Executive Training – Coaching/Mentoring [ Case Study ]
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. [ Case Study ]
Vendors
/ Glide Consulting / ++The Success League++ / Alignmint Growth Strategies / Aspireship / Batteries Included / Blind Zebra / ChurnRX / Dana Soza / Everetics / FT Works / KD McAlly Group / MarketSource / NST Success Consulting / Provan Success / RecastSuccess / Retain Solutions / River Consulting Group / Ruffday Services / Snowise Technologies / ++Success Chain++ / SuccessNavigator / Success To Scale / The Customer Success Company / Unify Success / UpgrAIde / WMC Partners /
.
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
/ ++Service Excellence Partners++ / Aspireship / Batteries Included / ChurnRX / CourseProfs / Dana Soza / Everetics / Kathleen Rouse LLC / MarketSource / RecastSuccess / River Consulting Group / Snowise Technologies / Unify Success / UpgrAIde / WMC Partners /
.
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
/ ++The Success League++ / Aspireship / Batteries Included / ChurnRX / Customer Focused / Dana Soza / ++Growth Molecules++ / MarketSource / RecastSuccess / River Consulting Group / Steinberg Consulting / ++Success Chain++ / SuccessNavigator / Winning By Design / WMC Partners /
.
Customer Success Strategic Relationship Training – Coaching/Mentoring
Strategic Relationship training is the “how-to” of systematically building and maintaining long-term customer relationships..
Vendors
/ Glide Consulting /
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Change Management
Training / Coaching/Mentoring in change management strategy and process.
Vendors
/ ++The Success League++ / Aspireship / Batteries Included / ChurnRX / Dana Soza / Everetics / Kathleen Rouse LLC / Ruffday Services / Snowise Technologies / Steinberg Consultancy / ++Success Chain++ / UpgrAIde /
.
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++ / Aspireship / Batteries Included / ChurnRX / CX Charter / Dana Soza / Everetics / Kathleen Rouse LLC / RecastSuccess / Steinberg Consultancy / The Customer Success Company / Unify Success / UpgrAIde / WMC Partners /
.
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
/ Alignmint Growth Strategies / Aspireship / Batteries Included / Charter CX / CourseProfs / Customer Success Academy / Dana Soza / Donna Weber / Everetics / Kathleen Rouse LLC / RecastSuccess / Success Chain / The Customer Success Company / Unify Success / UpgrAIde / WMC Partners /
.
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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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