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CSM (Customer Success Management) Training

CSM (Customer Success Management) Training
flexible workload from 4 to 360h
valid certificate in your country

What will I learn?

CSM Training provides practical skills to achieve measurable results for B2B SaaS marketing agencies. You will learn to set KPIs, monitor adoption and account health, create 90-day success plans, handle renewals, and cut churn using dashboards, templates, and playbooks. This course transforms data, communication, and planning into reliable, scalable outcomes for customer success.

Elevify advantages

Develop skills

  • Outcome-based planning: turn agency goals into clear, trackable success KPIs.
  • SaaS CS mastery: manage B2B marketing agency lifecycles with confidence.
  • Product adoption analytics: read usage data to fix low engagement fast.
  • 90-day CS playbooks: design lean onboarding, training, and expansion plans.
  • Renewal and risk playbooks: spot churn early and run targeted save motions.

Suggested summary

Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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