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Customer success certified | Leadership

Laurie Perini avatar
Written by Laurie Perini
Updated over 2 months ago

Leadership can be learned with our leadership program.

Historically, paths to leadership haven’t been straightforward. But times change. Our leadership program is the boost your career deserves. Hone the skills to balance customer needs and business growth.

  • Gain strategic insights and practical tactics from industry experts at Microsoft and LinkedIn.

  • Develop key competencies in customer success, from data analytics to relationship building.

  • Transform your leadership style and build a strong personal brand with guidance.


Course overview.

It's an age-old truth that good leadership comes from experience, empathy, and hard work.

But that’s not to say you can’t fast-track your path to leadership prosperity with insider knowledge – from the experts themselves – to a long-lasting career in customer success.

With this online course, you can tap into the experience of six exceptional customer success leaders from some of the world’s most renowned companies – think LinkedIn and Microsoft – all at your own pace.

This course will address some of the core challenges Customer Success leaders face today, and teach you how to overcome them.

When you finish this leadership program, you’ll come away a confident leader with the knowledge of how to master data analytics for decision-making, create personal career plans, and foster a customer-centric culture within your teams and wider organization.


By the end of this course, you'll be able to:

  • Master customer-business harmony

    Balance customer needs with business growth through effective renewal and expansion strategies.

  • Advance in data and communication

    Gain data analytics skills and enhance communication for strategic decision-making and strong relationships.

  • Lead and grow in your career

    Develop leadership skills, manage teams strategically, and create personal career plans for success.

Customer Success Certified: Leadership badge


Course curriculum.

Introduction [10 mins]

  • Pre-course survey

  • How to get the most out of this course

  • Resource library

Customer success strategies [80 mins]

  • Introduction | Claudia Nicholls

  • Introduction to CS strategies

  • Executing on the strategic plan

  • The link with customer satisfaction

  • Coursework activity | Customer success strategy

  • Key components of successful CS strategies

  • Building strong, strategic customer relationships

  • Key takeaways

  • Time to reflect

  • Exam

Building a CS team [55 mins]

  • Introduction | David Collard

  • Finding your raison d’être

  • Avoid growing pains

  • Not all skills are created equal

  • Setting your team up for success

  • Coursework activity | 30-60-90 day plan

  • Proof of the pudding is in the measuring

  • Coursework activity | CS team SMART goals

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [80 mins]

  • [Bonus footage] Panel discussion: Empowering success - strategies for building an impactful CS team - Workday | LinkedIn | Dynatrace

  • [Bonus footage] Panel discussion: Leadership in customer success - Enboarder | ManyChat | Workbuzz

Team management [150 mins]

  • Introduction | Elizabeth Blass

  • Leadership behaviors

  • Coursework activity | Leadership qualities

  • Goal setting & motivation

  • Coaching & development

  • Coursework activity | Employee development plan

  • Empowerment, accountability & delegation

  • Building a customer-centric culture

  • Coursework activity | Customer journey

  • Change management

  • Coursework activity | Change management

  • Data driven decision making

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [30 mins]

  • [Fireside chat] Coaching & feedback - Julie Fox, Senior Manager, Customer Success at FloQast

Data & metrics [100 mins]

  • Introduction | Alena Rossini

  • Deluge of data: metrics that matter

  • Coursework activity | Strategic vs tactical metrics

  • Northstar versus financial metrics

  • Coursework activity | Metrics calculator

  • The rocketship

  • Insights & storytelling

  • Coursework activity | Visualization & storytelling

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [30 mins]

  • [Fireside chat] The use of AI in CS data & metrics - Ayman Husain, Customer Engineering Leader at Google

Success Planning [70 mins]

  • Introduction | Dominique Duquennoy

  • Objectives of a success plan

  • How to build an efficient success plan

  • Scaling

  • Coursework activity | Customer segmentation

  • Measuring success

  • Coursework activity | OKR grading

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [45 mins]

  • [Bonus footage] Empathy at scale: Solving the conundrum of customer success - Guru Bhat, VP, Customer Success Platform at PayPal

Influence & cross-functionality [55 mins]

  • Objectives of influence & cross-functionality

  • Collaborative leadership

  • Coursework activity | RACI matrix

  • Conflict management

  • Key skills to develop as a leader

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [45 mins]

  • [Bonus footage] Panel discussion: Intersection of sales & CS - Silverfort | Stripe | UiPath

Career development [70 mins]

  • Introduction | Marco Carrubba

  • Why do you need career planning?

  • A career in customer success

  • Define your personal vision

  • Coursework activity | Personal mission statement

  • Goal setting & prioritization

  • Creating a plan of action

  • Coursework activity | Career SMART goals

  • Creating a career development framework

  • Key takeaways

  • Time to reflect

  • Exam

Bonus footage [30 mins]

  • [Fireside chat] Learning path for CSMs: Advancing to CS leadership - Corinne Goldberg, Customer Success Team Lead at Google & Nadia Carta, Head of Industry at Google

Congratulations! [2 mins]

  • Congratulations!

Wrap up [10 mins]

  • Incident report

  • Resource library

  • Your feedback

  • Fancy leaving a review?

  • Continue your professional development

  • Claim your certificate

  • Showcase your cert


By the end of this course, you'll be able to:

  • Master customer-business harmony

    Balance customer needs with business growth through effective renewal and expansion strategies.

  • Advance in data and communication

    Gain data analytics skills and enhance communication for strategic decision-making and strong relationships.

  • Lead and grow in your career

    Develop leadership skills, manage teams strategically, and create personal career plans for success.


FAQs

What is the Customer Success Leadership course?

The Customer Success Leadership course is an action-packed program designed to equip you with the tools and techniques you need for successful customer success leadership. It's self-paced and features eight modules, complete with actionable templates, and insightful case studies.

The course guides you through everything from managing teams strategically to designing and implementing effective renewal and expansion plans. This practical approach empowers you with the skills to orchestrate your teams effectively in today's dynamic business landscape.

Who’s this Customer Success Leadership course for?

This course is designed for aspiring customer success leaders, or newly appointed leaders who want to cultivate a strong personal brand with network influence to advance their career opportunities.

How does the course work?

Flexibility is at the core of this course. If you’ve got a busy couple of weeks coming up, don’t sweat it. You can take this course at your own pace with its fully online resources.

After you enroll, you’ll work through the modules chronologically, participate in activities, and complete mandatory exam questions at the end of each module to consolidate your knowledge. If you pass all the exams, you’ll officially be Customer Success Leadership Certified!

How long will the course take to complete?

You can expect to spend around 12 hours on the content, bonus footage, and activities in total.

What happens if I don’t pass the exams?

You'll have two attempts at each exam. If you fail the first attempt, we really recommend revisiting the materials to help you pass the second time around. If we can support you further, please reach out to us for more help.

Note: Contact support at support@pmmalliance.com for further help or to request that your exam be resent.

How long will I have access to the course content?

You’ll get lifetime access! Dive into the depths of customer success leadership anytime, anywhere, at your own pace.

How much does the Customer Success Leadership course cost?

$1,499. With this investment, you'll have the insights to become a bonafide leader in customer success. This includes an 8 hours of OnDemand course content, 17 templates to put your theory into action, and real-life case studies to draw from.


Looking to learn as a team?

If you're looking to have a team of three or more certified, please contact Kyle regarding team rates.


P.S. If you need help convincing your boss, we’ve done the hard work for you.

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