This is an intermediate-level course for customer success managers (CSMs). It expands upon the core knowledge of customer success management best practices and strategies laid out in the CCSM Level I Course and focuses on refining your ability to effectively manage internal relationships and a growing portfolio of accounts.

General Course Outcomes

  • Attendees will have a clear understanding of how to set good objectives to improve execution success.
  • Develop a stronger understanding of the purpose and application of health scores.
  • Learn customer-centric approaches to upsell and renewal strategy.
  • Attendees will be able to identify the importance and differentiation between the pre-and post-sales team’s impact on the overall customer journey.

Course Date (12 Week Course)

Sept. 14 – Dec. 14, 2023

Sample Schedule Topics

Weeks Topics
Weeks 1 - 5 Introduction
Setting SMARTer Objectives
Maximizing Proactive Engagements
Assessing and Managing Customer Health
Identifying and Managing Risk
Weeks 6 - 9 Managing Bugs, Feature Requests, & Workarounds
Responding to Customer Feedback
Learning from Churn
Creating & Managing Customer Advocacy
Weeks 10 - 13 Increasing Upsells & Expansion
Managing Retention & Driving Renewals
Cultivating Key Internal Relationships
Aligning & communicating Effectively with Sales


Andrew Marks

Andrew Marks
Co-Founder, COO & CPO SuccessHACKER

Andrew Marks has spent 25+ years in high tech, mostly building highly effective post-sales organizations that drive customer lifetime value and improved customer satisfaction. Since founding SuccessHACKER, Andrew has spent a good portion of his time matching people to Customer Success roles from individual contributors to senior executives.

LinkedIn profile


  • Course: US $1,695 per level
  • USF Students, Alumni, and Staff: US $1,186 (30% Discount) per level
    Reach out to to get your promotion code.
  • Discounted pricing also available for groups greater than 3 people.

For more information email

All participants are required to participate in the program in its entirety and adhere to a professional code of conduct.

School of Management

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San Francisco, CA 94105