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Customer Success

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Customer Success (CS) is a business strategy that focuses on ensuring customers achieve their desired outcomes while using a company's products or services. It involves proactively identifying and addressing customer needs, building strong relationships, and providing ongoing support and guidance to maximize customer satisfaction and loyalty.

Why Study Customer Success?

There are several reasons why individuals may want to study CS:

  • Curiosity and Personal Growth: CS is a fascinating field that involves understanding customer behavior, building relationships, and finding innovative ways to improve customer experiences. Studying CS can satisfy one's curiosity and lead to personal growth.
  • Academic Requirements: Some academic programs, particularly in business and marketing, may require coursework or specialization in CS. Studying CS helps fulfill these requirements and gain a deeper understanding of the subject.
  • Career Advancement: CS is a high-demand field with ample career opportunities. Studying CS provides the knowledge and skills necessary for roles such as Customer Success Manager, Customer Experience Manager, and Account Manager.

Benefits of Studying Customer Success

Studying CS offers numerous tangible benefits, including:

  • Enhanced Communication and Interpersonal Skills: CS emphasizes building strong relationships and effective communication with customers. Studying CS develops these skills, making one more effective in customer-facing roles.
  • Deep Understanding of Customer Needs: CS focuses on identifying and meeting customer needs. Studying CS provides insights into customer psychology, behavior, and preferences.
  • Improved Problem-Solving Abilities: Dealing with customer challenges and finding solutions is a core aspect of CS. Studying it develops strong problem-solving and critical thinking skills.
  • Increased Job Satisfaction: Helping customers succeed and build lasting relationships with them can be highly rewarding. Studying CS prepares one for a fulfilling career where they can make a positive impact.

Careers in Customer Success

Various career roles are associated with CS, including:

  • Customer Success Manager: Responsible for building relationships with customers, identifying their needs, and ensuring satisfaction.
  • Customer Experience Manager: Focuses on improving the overall customer experience across all touchpoints.
  • Account Manager: Manages relationships with specific customer accounts, providing ongoing support and guidance.

How Online Courses Can Help

Online courses provide a flexible and accessible way to learn about CS. Through engaging lecture videos, practical projects, assignments, and interactive labs, learners can gain a comprehensive understanding of CS principles and best practices.

Online courses cover various aspects of CS, including customer segmentation, relationship building, metrics and analytics, communication strategies, and case studies. Learners can also develop practical skills in customer relationship management (CRM) software and other relevant tools.

One of the advantages of online courses in CS is that they often feature industry experts and practitioners as instructors. This ensures learners have access to real-world insights and best practices from the field.

Are Online Courses Enough?

While online courses provide a solid foundation in CS, they may not be sufficient for a comprehensive understanding of the field. Practical experience, such as internships or entry-level roles, is valuable for gaining first-hand knowledge and applying CS principles in real-world scenarios. A combination of online learning and practical experience can equip individuals with the necessary skills and knowledge for a successful career in CS.

Path to Customer Success

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We've curated 22 courses to help you on your path to Customer Success. Use these to develop your skills, build background knowledge, and put what you learn to practice.
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Reading list

We've selected 30 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Customer Success.
Considered a foundational text in the field, this book provides a comprehensive overview of customer success, its importance in the subscription economy, and actionable strategies for reducing churn and growing recurring revenue. It's an excellent starting point for anyone looking to understand the core concepts and build an effective customer success strategy. is widely referenced and valuable as both a learning resource and a reference tool.
Offers a structured framework for customer success, outlining seven key pillars essential for driving impactful client outcomes. Drawing on extensive experience, the author provides practical guidance and tools applicable to various organizational stages. It's a highly practical guide that can serve as a textbook for understanding and implementing a customer success strategy.
A practical handbook for individuals working in or aspiring to work in customer success roles. It covers essential skills, strategies, and best practices for managing customer relationships, driving adoption, and contributing to company growth. is particularly useful as a guide for career development in customer success.
Offers a practical, step-by-step framework for customer success managers to increase productivity and deliver consistent results. It provides tools and templates for managing the customer journey and valuable resource for both new and experienced CSMs. Its hands-on approach makes it a useful reference.
This recent publication delves into the strategies and critical skills required for customer success professionals to proactively deliver value and build lasting relationships. It offers insights into the evolving landscape of customer success and provides practical approaches for mastering the role. is particularly useful for deepening understanding of contemporary practices.
Advocates for a shift in mindset from solely focusing on acquiring new customers ('hunting') to nurturing existing ones ('farming') through effective customer success practices. It provides a clear and concise guide to adopting a customer-centric approach and valuable resource for understanding the strategic importance of customer success.
A follow-up to the foundational 'Customer Success' book, this dives deeper into how the rise of customer success necessitates a shift across the entire business model. It explores the impact on various departments and provides a roadmap for organizational transformation. is for those looking to understand the broader business implications of customer success.
Focusing specifically on the crucial onboarding phase, this book provides a framework and actionable steps for creating a successful customer onboarding experience. Effective onboarding is fundamental to long-term customer success and retention. is essential for anyone involved in designing or implementing onboarding programs.
Focuses on the critical first 100 days of the customer journey and provides strategies for creating a positive and engaging onboarding experience. It emphasizes the emotional needs of customers during this period and offers actionable steps to build lasting loyalty, directly supporting customer success goals.
Provides a comprehensive guide to customer success metrics, covering the key metrics that you need to track to measure the success of your customer relationships. It valuable resource for anyone who is looking to improve their customer success measurement and reporting.
Provides a practical guide to creating lifetime customers. It covers the key principles of customer success and provides actionable advice on how to build a customer success program that will drive customer loyalty and retention.
Provides a practical guide to customer success for non-profits. It covers the unique challenges and opportunities of non-profit customer success and provides actionable advice on how to build a successful non-profit customer success program.
Provides a practical guide to customer success for B2B companies. It covers the unique challenges and opportunities of B2B customer success and provides actionable advice on how to build a successful B2B customer success program.
Focuses on the strategic role of the Chief Customer Officer and how to build a customer-driven organization. It provides a framework for embedding customer-centricity across the company and aligning different departments around the customer experience. It's valuable for understanding the organizational impact and leadership aspects of customer success.
Tailored for startups and smaller businesses, this guide explains how to implement customer success strategies even with limited resources. It emphasizes the importance of a customer-centric mindset from the early stages of a company. is particularly relevant for those building a customer success function from scratch.
Discusses the shift towards an 'outcome generation' where customers expect tangible results from the products and services they use. It provides insights for technology vendors on how to align their strategies with customer outcomes and drive true customer success. It's relevant for understanding the evolving expectations of customers in the tech industry.
Explores the impact of the digital economy on customer success and provides insights into how companies can adapt to meet the evolving needs of their customers. It valuable resource for anyone who is looking to stay ahead of the curve in customer success.
Provides a step-by-step guide to creating and managing a successful customer success program. It covers all the key elements of a successful program, from building a team to developing a customer success strategy.
Emphasizes the importance of being customer-centric and aligning business processes around the customer experience. It provides a framework for understanding customer needs and using those insights to drive business improvements, which is highly relevant to the goals of customer success.
While not solely focused on customer success, this book presents compelling research demonstrating that reducing customer effort key driver of loyalty. It offers valuable insights into streamlining customer interactions and resolving issues efficiently, which are crucial aspects of a successful customer success strategy. provides a research-backed perspective that complements traditional customer success approaches.
Explores the changing landscape of customer success in the digital age and provides insights into how companies can adapt to meet the evolving needs of their customers. It valuable resource for anyone looking to stay ahead of the curve in customer success.
Shifting the focus to the B2B landscape, this book explores how to create exceptional customer experiences for business clients. It highlights the complexities of B2B relationships and provides a model for driving growth through improved customer experience, an essential element for B2B customer success.
Explores the rise of the subscription economy and its implications for businesses. It highlights the shift from a product-centric to a customer-centric model and the importance of customer success in this new landscape. It provides essential context for understanding the business environment in which customer success operates.
Provides a fresh perspective on customer retention and loyalty, offering strategies and tactics to reduce churn and build long-term customer relationships. It includes real-world examples and case studies, making the concepts practical and applicable to customer success efforts.
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