Customer Success Manager 101: Foundations to your CSM career
3.9 (65 ratings)
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Customer Success Manager 101: Foundations to your CSM career

The foundations to become a great Customer Success Manager in a tech company. A very well paid profession on the rise
3.9 (65 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
5,938 students enrolled
Last updated 3/2017
Curiosity Sale
Current price: $10 Original price: $55 Discount: 82% off
30-Day Money-Back Guarantee
  • 1.5 hours on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Have a better understanding of what your jobs as Customer Success Manager will be
  • Understand the fundamental principles of Customer Success. Which will be the foundation for your career as a CSM
  • Use what you learn here to write a resume that will help you land a CSM job
  • Be more prepared for a Customer Success Manager job interview
  • Show your interviewers that you have a large knowledge about Customer Success than most of the people
  • Get ready to start your new job with some knowledge
View Curriculum
  • There are no requirements for this course. All I ask is that you come with an open mind and willing to learn


The only Customer Success Manager course on Udemy

Customer Success Manager Course. The new vital role in the Digital World!

The Internet Era has conquered our society, and as the industry develops, more professional roles are developed to perfect its ever-growing businesses. With this Customer Success course you will acquire all the basic knowledge you need to start in a job that’s taking great importance each new day.

Across the SaaS B2B sector, which stands for: Software as a Service Business-to-Business; the choice is becoming obvious.  You either actively manage your customer relationships as strategic portfolio assets, or you effectively cede control over them and your company’s future to chance and/or the competition.  Customer acquisition is only the very first step in what must be a long-term, precisely directed strategy.

You see, the SaaS B2B industry is as follows: a Company, or Business, offers another one a software to be used via internet, without having to buy or download the program in question; as a Customer Success Manager, your role is to maintain these customers, and in the process expand and maintain your company’s wealth, and of course, your own.

According to Payscale the average salary for an Entry-Level Customer Success Manager is $59,619 per year, and $69,210 when you are past Entry-level. This salary stretches up to $120,000 a year, as a Customer Success Manager of high performance. This is now, as the industry is in boom. This course will be your first step into the fantastic world of the Digital Industry. It will help you build the foundation for a new career with a great future and excellent salary expectations.

The best part is that this is a job that is most common in startups and tech companies, meaning: the chance to labor in a company with the fabled environments offered by the likes of Google or Facebook. Remember that these companies normally have excellent perks such as:

  • Free snacks, free catered lunches every day… some even free beer.
  • Happy hours or cocktail afternoons.
  • The best health care coverage possible, and even gym memberships.
  • Amazingly comfortable offices, with plenty of recreational activities around.
  • Often they will match your 401(K).
  • Company trips, dinners, events.
  • Flexible hours and unlimited vacations.
  • Remote work.
  • And of course: equity.

If you consider all of this perks, the salary, and how dynamic the Customer Success Manager position is… well then, it’s definitely a great opportunity to invest $20 in a course that could help in your new life vocation.

But make no mistake. This course doesn’t mean a Customer Success Manager position right away. At the end of the day, it all depends on you. If you are willing to really learn and take action. Learn what’s inside this first part of the Customer Success Manager Course. You will be satisfied, I’m sure. If not, you can ask for your money back. This is the trending job, and the chance on board the plane as it takes off, is now.

If you are looking for a new career, to grow in your company, to venture in a startup, or to shift your profession to a very rewarding job with high revenue, this course will help you get started!

So, will you invest 20 bucks for a course that could actually change your future?

The new world awaits you!

Who is the target audience?
  • People looking for a new career in SaaS companies, or tech companies in general
  • Sales people looking to switch to a CSM position
  • Professionals with basic knowledge of Customer Success
  • Customer Success Managers that just started as one.
  • This course is NOT for experienced CSM, even though it is always good to review the fundamentals every now and then.
Students Who Viewed This Course Also Viewed
Curriculum For This Course
20 Lectures
How to follow this course
2 Lectures 08:52

This is an introduction to the Customer Success course and a presentation of the instructor.

Preview 05:13

Here you will find some tips to be able to get the most of this course, so that you can really absorb the principles of Customer Success. Use this guide to take notes and to make the most of the cours

Preview 03:39
Customer Success 101
5 Lectures 23:55

If you want to get a customer success manager salary you need to understand these concepts perfectly

Preview 05:11

In this video you will learn what are the consequences of a wrong Customer Success Management.

What if your Customer Success management sucks?

Find out when is the best moment to lay down the foundation of your Customer Success strategies

When should you start worrying about Customer Success?

Customer Success is more than just another department of the company. In this video you will understand how deep the Customer Success ideas should run in your company

Purpose, People and Culture

Here you will learn the main vocabulary that a Customer Success Manager should know. This is key for building your resume and cover letter to apply to a Customer Success Manager job

Customer Success Manager
2 Lectures 13:06

A Customer Success Manager job description, so that you understand perfectly what is your mission a CSM.

What is a Customer Success Manager & its Mission?

To be get a Customer Success Manager salary, you need to have a particular set of skill that will allow you to be a great CSM. In this video you will learn what are the skill that you need to develop

The skills to be a great CSM
The Keys to be a Successful CSM and creating a world known CS brand
6 Lectures 14:06

This is a key factor to make sure your retention rates (and therefor the money you make) are excellent

What is “success” for your client?

A concept that you must know to help your users becoming paying customers

Time to first value

This is a must in Customer Success Management. Do this and you will get great results a CSM. Learn this and use the knowledge for a job interview to show how much you know about Customer Success

Understand and map the whole process from sign-up to becoming brand ambassador

How to get your users from just users to happy loyal customers

Reduce the time from sign-up to actual usage, to initial feeling of victory o

As a Customer Success Manager you must always show value to your clients

Always show value and focus on solutions

This is the main objective where your day to day tasks will be directed as a Customer Success Manager

The basic Reduce Churn
2 Lectures 08:47

Understand who is your best customer. As a Customer Success Manager you have all the data necessary to do this better than anyone else

Profile your ideal customer

Understand what Lincoln Murphy defines as the Customer Success Gap

The Success Gap. The last step before your customer’s success
The plan, Lessons Learned and FAQs
3 Lectures 09:38

What should you do next to get a Customer Success Manager job. Or if you already are a Customer Success Manager, they what are the next steps you should to make the most out of what we review in the course

The Plan

In this video we will review the most important concepts that you have to take with you from this Customer Success Manager course

Lessons Learned

Here you will find the answer to the 2 most asked questions

About the Instructor
Gustavo Escobar Henríquez
4.3 Average rating
164 Reviews
14,406 Students
6 Courses
Conferenciante, Blogger, Emprendedor


Almost 13,000 students enrolled on my online courses. 


You are probably here because you are the kind of person who wants more from life. Maybe you are looking to generate leads on a consistent basis, or boost your sales and your income, maybe you want a new career. And also, maybe you want to know who am I.

Well, above all, I am a family man, father of two amazing kids and happily married. And I have lived in Spain, Ecuador, United Kingdom, United States, Belgium. Right now I live in Sacramento, California.

I am also a lawyer, with a Master's Degree in Financial and Stock Markets. I started my first business at 21 years old, and since then I have build a strong background in lead generation, sales and management, where I focused most of my time.  Having sold different products/services all over the world, including EMEA, LATAM and North America.

Enroll in any of my courses and you will find precisely what you can find in the description.

I am looking forward to get to know you.



Casi 13.000 alumnos inscritos en mis cursos.


Ante todo soy un hombre enamorado de la vida y de mi familia, felizmente casado, padre de dos preciosidades que posiblemente sean el próximo paso en la evolución de la humanidad. Soy un buen amigo y me gusta hacer nuevos amigos. no me queda otra opción, ya que hasta los 18 años estudié en 9 colegios, en 6 ciudades diferentes y la universidad la hice en otra ciudad.

Además soy una persona extremadamente feliz. Soy emprendedor en serie y vendedor/comercial de nacimiento. Licenciado en Derecho y Máster en Mercados Financieros y Bolsa. También soy:


-Conferenciante / Speaker / Ponente en: Ventas - LinkedIn - Marca Personal

-Autor de Sales Master Checklist (SMC).

-Cofundador de Ruta 67 una plataforma online de aprendizaje de idiomas jugando.

-Multifranquiciado de Publimedia Formación

-Master Franquiciado de Telecampus en Ecuador y Puerto Rico.

Amante de la venta y la actividad comercial, de aprender, leer, ver todo lo que pueda sobre desarrollo personal y negocios.

Soy un soñador, un inconformista y una persona realmente feliz.

He vivido o pasado largas temporadas en Guayaquil y Quito (Ecuador), Madrid y Valencia (España), California, Nueva York, Florida (EEUU) y Hertfordshire (Inglaterra).

He creado varias empresas; he intentado alcanzar el éxito profesional con varios negocios y fallado en varios de ellos y aprendido de esos fallos. Conozco lo que es haber quebrado y no saber cómo pagar los sueldos de mis trabajadores el próximo mes, o incluso el alquiler de mi casa y devanarme los sesos hasta encontrar una solución. También conozco el lado opuesto y no hace falta que te diga que ¡ES MUCHO MEJOR!

Ahora hago lo que me apasiona: ayudar a empresas y personas a conseguir sus metas y objetivos.

Mis especialidades en el áread de formación son Ventas, Marca Personal y LinkedIn Marketing, LinkedIn para empresas, LinkedIn para encontrar trabajo y muchas otras versiones de esta red.