How to Get a Job in Customer Success Course

(Formerly: Transition To Customer Success Course)

A one day, online self-study program, aimed at people who are looking to attain their first CSM role.

About How to Get a Job in Customer Success Course

You Need Help… And We Have That Help!

Welcome to our How to Get a Job in Customer Success Course, aimed specifically at people such as yourself – people who may have all or at least some of the necessary expertize to be able to perform the role of Customer Success Manager, but who do not have direct previous experience within a dedicated Customer Success role that they can point to on their résumé as evidence of this ability.

This course is aimed specifically at the person who wants to change careers, either because they are stuck in a career that isn’t going anywhere, or because they have recently been made or fear being made redundant, or simply because they recognize the value of a career in the rapidly growing and maturing Customer Success profession and want to make the leap from their current role into Customer Success Management for entirely positive reasons. All of this can be accomplished, it’s just a case of making sure you go about things the right way, and this course sets out to show you how. To do this we have divided it into three modules.

About Rick Adams

Rick Adams

Author of our Customer Success Certification program

Bades- Rick Adams
Practical Customer Success Management border

Rick Adams is an independent author, trainer, and consultant specializing in helping technology companies deliver measurable business value for their customers. Adams has over 25 years experience of working in the IT industry, including owning his startup software-as-a-service business, which he sold in 2012 to focus on writing, training, and consulting. Having delivered training and consultancy to hundreds of companies and thousands of technology professionals in over thirty countries across four continents, Adams is now based on the rural west coast of Ireland, where he lives with his two dogs, Zeus and Terri.

Adams’ recent work includes developing and delivering a global certification program on customer success management for Cisco Systems Inc. His book titled ‘Practical Customer Success Management: A best practice framework for managers and professionals’ was recently published by Routledge and is available from Amazon and all other book retailers. His current interests include helping individuals and companies develop best practices in customer success management and business outcomes-focused selling.

How to Get a Job in Customer Success

Learn more about this course

It Includes:

Module One: Preparing Yourself

  • Can an “Outsider” break in to Customer Success?
  • Knowledge, Skills and Experience>
  • Social Media and Networking
  • Proactive Approaches to Job Hunting

Module Two: Applying for Positions

  • Creating Your Résumé
  • Writing a Cover Letter
  • Attending the Interview

Module Three: Expert Interviews

  • Interview with a Recruitment Specialist
  • Interview with a Customer Success Leader
  • Role Play CSM Interview

Module One discusses the realities and reasonable expectations of someone who is making the career transition into Customer Success Management and also covers getting yourself into a state of readiness so that if a job opportunity arises you will be well positioned to apply for it and stand a reasonable chance of being selected,. Finally, it also explains how to actively seek out the best job vacancies.

Module Two is about what happens once you have found a vacancy that you want to apply for, including preparing and sending off your resume and cover letter and attending interviews. Included in Module Two are three tools – a template resume, a template cover letter, and a CSM interview practice question deck.

Module Three provides additional content for you to watch and listen to, including detailed interviews with both a SaaS specialist from the recruitment industry and a VP Customer Success with many years of direct hiring experience. It also provides a role play of a “real” interview for a CSM role for you to study and consider how you would answer the questions.

The three modules combine to provide you with everything you need in order to know what to do to polish up your social media presence, where to find the best job vacancies, how to write the best possible résumé and cover letter, and how to apply for the role, how to attend the interview and how to maximize your chances of success.

Sample Videos

Money back Guarantee

30 Day Full Money Back Warranty – all you have to do is complete at least the first five lessons in Module 1 and not have started Module 2

Individual Member Testimonials

“I am thrilled to have completed your Customer Success Management training series, and I’m amazed by how much I’ve learned and the level of confidence it has given me!”
Lady Morganne Torres, Customer Success Specialist
“The Academy is a very well organized learning platform, and the content is both easy to understand and enjoyable to use.”
Tamara Garcia Ramos, Customer Success Manager, BdeoTamara Garcia Ramos, Customer Success Manager, Bdeo
“The platform is very easy to navigate, and the style and format of the video lessons is highly engaging.”
Gereint Collier, Head of Client Success, ITGLGereint Collier, Head of Client Success, ITGL
“I would highly recommend the Practical CSM Academy to anyone who is looking for training and certification on Customer Success best practices.”
Jayson Garcia, Customer Success Manager, OSIsoftJayson Garcia, Customer Success Manager, OSIsoft
“I’ve just completed my ‘Specialist’ certification on the Practical CSM Academy. Thank you for creating such a practical and useful platform for CS professionals.”
Ankit Aggarwal, Customer Success Manager, LeadSquaredAnkit Aggarwal, Customer Success Manager, LeadSquared
“I have just started following your “CSM Basics” course and it is a joy. Thank you so much for making it! As a new CS professional, I find it invaluable. I was beginning to lean towards DevOps but now I am going to continue in Customer Success! :)”
Shubham Aggarwal, Customer Success Engineer, DevFactoryShubham Aggarwal, Customer Success Engineer, DevFactory
“This training program […Transition to Customer Success…] helped me understand how to present my existing skills and competencies for a customer success role, and the interview practice has made me feel more confident and relaxed going into real interviews.”
Sarah HudspethSarah Hudspeth
“I have recently completed Level Two of the CCSMP program and I am really enjoying it – your way of teaching is excellent!”
Swati Choudhary, Customer Specialist, EdurekaSwati Choudhary, Customer Specialist, Edureka
Sowande Snagg, Channel Manager

“Always a good idea to consolidate on the basics! Great certification program by Rick Adams and PracticalCSM.com.
Full steam ahead to becoming a Certified Customer Success Management Professional.”

Sowande Snagg, Channel Manager

Karan Chaudhary, Engagement Director, Aodigy

“This is a well thought out portal containing detailed training content – I would definitely recommend it for all CS teams.”

Karan Chaudhary, Engagement Director,  Aodigy

Craig Davies, Customer Expert Specialist

“Finished the course “Customer Success Management Basics”! Thank you, Rick Adams, you explained customer success in an easy to understand way that makes your content simple to follow.”

Craig Davies, Customer Expert Specialist

Brenda Tinius, Cloud Migration Proj Manager, AWS

“First impressions… I gotta say – WOW it’s fantastic – love the production! Can’t wait to wrap myself up in the content!”

Brenda Tinius, Cloud Migration Proj Manager, AWS

Frequently Asked Questions

The “Customer Success Basics” 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.

The “Customer Success Basics” 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.

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

No. The “Customer Success Basics” 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 are very useful and relevant to those who are serious about finding work as a CSM.

Whilst college graduates are not the primary intended audience for this course, the “Customer Success Basics” 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.

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 number 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 have been of great help for many companies during this pandemic crisis, and has therefore increased in prominence and importance within many companies.

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.

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, 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 attending job interviews. Our course tells you what you need to do, but we cannot possibly know whether you are the right person for a CSM role in the first place. You must decide that.

 Are you an experienced CSM who’s looking for ways to increase quality and productivity?

Enroll Today!