Show what you can do before the first call.
Four levels, from your first day in client success to running a CS team. Earned inside CSM Council, verified, and visible on your CSM.io profile.
Certificate of Achievement
Senior CSM
Awarded to
Your name
Level
03
The four levels
01
Career changers
CSM Foundations
You understand the role, the client journey and the tools, and you can run an onboarding call.
- Client journey & onboarding
- Communication standards
- Core tools: Skool, Slack, Loom, CRM
02
Ready to be hired
Certified CSM
You can own a book of clients: check-ins, accountability, at-risk saves and reporting.
- Day-21 activation system
- At-risk & refund-save playbook
- KPI reporting
03
Experienced CSMs
Senior CSM
You drive revenue from the back end: renewals, ascension, referrals and testimonials.
- Renewal & ascension calls
- Testimonial & case-study system
- Running group calls
04
Leaders
Head of Client Success
You design fulfillment, hire and train CSMs, and own retention and LTV for the business.
- Fulfillment design
- Hiring & training CSMs
- LTV & retention strategy
How it works
- 1
Join the community
Free on Skool. You get the training classroom, the scripts and the people.
- 2
Complete the training
Each level has its own modules, from your first onboarding call to running a CS team.
- 3
Pass the assessment
A practical test: recorded role plays, written scenarios and a Loom walkthrough. Not multiple choice.
- 4
Get your certificate
Your level is verified and you can display it on your CSM.io profile, where coaching businesses and agencies hire.
Your level, on your CSM.io profile
CSM.io is where coaching businesses and agencies go to find Client Success Managers. Certified members display their CSM Council level with a verified badge, so hiring managers can filter for the skills they need.
Visit CSM.ioYour name
Client Success Manager · Remote
Illustration of a CSM.io profile with a CSM Council level.
Certification FAQ
New to the role? Start with how to become a CSM.
Is the CSM Council certification free?
Joining the community and the Level 1 training are free. Check the community for the current details on each level.
Is it an accredited certification?
No, and no CSM certification is. It is a practical, skills-based certificate built by operators who hire CSMs. That is what coaching businesses and agencies care about.
How long does a level take?
It depends on your time and background. Level 1 is designed to be completed in a few weeks next to a full-time job.
What is CSM.io?
CSM.io is the marketplace where coaching businesses and agencies find vetted Client Success Managers. Your CSM Council level shows up on your profile.
Free to join
Level 1 starts today.
Join CSMs from around the world. Learn the role, get certified, and get in front of the coaching businesses and agencies that are hiring.