Customer Success Fundamentals Online Course

Are you new to Customer Success Management? Do you need to get up to speed quickly on the basic principles of what Customer Success Management is and how it works? If so this online self-study course is perfect for you!


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About this Course

Customer Success Management Fundamentals Online Course

Welcome to our Customer Success Fundamentals training program, aimed specifically at people who do not fully understand the basics of what Customer Success Management is or how it works, and who want to quickly grasp the fundamental principles of Customer Success Management without spending a whole lot of time or money to do so.

This Course will provide answers to the following questions:

  • What is Customer Success and why is it important?
  • Who is Customer Success important to?
  • What is Customer Success Management?
  • What types of sales situations does Customer Success Management apply to?


  • How can Customer Success Management help to increase a company’s sales revenues?

It will also name and describe in detail fourteen tenets (or principles) of good Customer Success Management that will set you up with a detailed understanding both of what the CSM (Customer Success Manager) does and how they go about doing it.


Rick Adams

CEO & Founder of Practical CSM

Sample Videos

Customer Success Fundamentals Online Course

  • Eleven Lessons in full multimedia audio and video
  • ​High quality production for enjoyable experience​
  • Bookmark progress and complete over time
  • ​Two downloadable workbooks for offline study
  • Case study based exercise to embed the learning
  • 15 question test to ensure comprehension
  • ​Badge of completion to document your success

What does the “Customer Success Fundamentals” training program cover?

The “Customer Succes Fundamentals” training program covers the basics of Customer Success Management. It provides a simple but effective grounding in what the term “Customer Success” actually means, what value the process of Customer Success Management brings to both the customer and the supplier, and what types of activities CSMs (Customer Success Managers) get up to in their day-to-day work.

Who is the “Customer Success Fundamentals” training program for?

The “Customer Success Fundamentals” training program is aimed at people who have little or even no direct previous experience in a CSM role, but who are interested either in becoming a Customer Success manager or in taking on some of the tasks and responsibilities of Customer Success Management within their existing customer facing role.

Does the “Customer Success Fundamentals” training program provide training in Customer Success Management?

Absolutely! This is exactly what the “Customer Succes Fundamentals” training program covers. Of course it is just a “fundamentals” course, so it only provides an overview, which is perfect as an initial course from which to learn the basics. For those who wish to go deeper, we also offer Basic and Full certification programs. Please review our website or contact us for more details.

If I purchase the “Customer Success Fundamentals” training program, am I guaranteed to find a job?

No. The “Customer Success Fundamentals” training program will provide you with the knowledge you need in order to know what Customer Success Management is and what Customer Success Managers do in order to help their customers attain value. This is not sufficient on its own to get you a job as a CSM. What we can say is that we are very confident that the advice and guidance we provide is very useful and relevant to those who are serious about finding work as a CSM.

Is the “Customer Success Fundamentals” training program suitable for college graduates with little to no previous work experience?

Whilst college graduates are not the primary intended audience for this course, the “Customer Success Fundamentals” training program should prove very useful to such graduates who aspire to become CSMs either straight away if possible or perhaps even in the short to medium term future.

Are there really any jobs going for CSMs at the moment?

Yes. We can say for certain that at the time of writing this FAQ guide (September 2020) there most definitely are both junior and senior Customer Success Management vacancies being offered that need to be filled. However it is also true to say that as with most if not all professions, the COVID-19 pandemic has caused a short term drop in the numbers of vacancies being advertised. We expect that ultimately the numbers of vacancies will bounce back very strongly, since Customer Success Management has been one of the professions that has been of great help for many companies during this pandemic crisis, and has therefore increased in prominance and importance within many companies.

I live in (insert your country) – are there any Customer Success Management vacancies in my country or region?

Whilst Customer Success Management vacancies were originally almost entirely based in the Silicon valley area of California, this is most definitely no longer the case, and there are thousands of Customer Success managers employed in a very wide variety of countries throughout North and South America, Europe, Russia, Africa, India, the Middle East, the Far East and Australia.

If I do not get a job can I have my money back?

No. We cannot guarantee that this course on its own will be enough to get you a CSM job offer. In fact we know for sure that it is NOT enough on its own. You need to have the right personality, and the right knowledge skills and experience, and you also need to be good (or to get good) at promoting yourself and at applying for and attaneding job interviews. Our course provides ytou with a basic foundational understanding of the role of Customer Success Management, but we cannot possibly know whether you are the right person for a CSM role in the first place. You must decide that.

What do you get in our Customer Success Online Course?

Our Customer Success Fundamentals online course provides you with a solid foundation in Customer Success Management principles and best practices. It will take you through the entire post-sales customer journey from initial research through to engagement evaluation. Everything is explained fully and clearly, and you are always in control of the pace you wish to learn at.
Eleven Lessons in full multimedia audio and video
High quality production for enjoyable experience
Bookmark progress and complete over time
Two downloadable workbooks for offline study
Case study based exercise to embed the learning
15 question test to ensure comprehension
Badge of completion to document your success
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