Customer Success Certification

This Certification is a comprehensive, one-day virtual training of classroom-style learning and strategic breakout rooms, specifically to uplevel the skills of ...
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08 Nov
Nov 08, 2023 10:00 AM CST - Nov 08, 2023 4:00 PM CST


Sales Assembly’s Customer Success Certification educates participants on fundamental skills that all Customer Success professionals need to master in order to be effective in their role.

This certification includes a comprehensive, one-day virtual training of classroom-style learning and strategic breakout rooms. A unique benefit of this certification involves ongoing continuing education requirements through various Sales Assembly programs.

To receive their certification, individuals must participate in all 4 modules and attend the full day of training.


  • Managing the Customer Journey by Corey Pudhorodsky – This module focuses on core lifecycle patterns, process, and roles. We’ll discuss who should contact the customer, when, and what should be covered to provide meaningful value
  • Effective Customer Discovery by Chad Horenfeldt – To move from prospect to customer, the sales team typically conducts discovery. To ensure the customer stays, Customer Success needs to continually conduct a discovery of their own to translate how the challenges and goals of the customer lead to long-term engagement.
  • Identifying and Mitigating Risk by Mo Gorman – Churn is inevitable, but a keen focus on adoption, engagement, and health allows you to be prepared and proactive
  • Delivering Value Through Business Reviews by Tanner Steel – Business reviews are a crucial part of the customer lifecycle. Create a compelling and engaging success narrative to effectively build engagement.


This program is open to all employees of SA member companies who are currently in a Customer Success role. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email

This is a virtual program. Upon signing up, all registrants will receive a calendar invite with Zoom log-in information to attend this certification.

All registrants of this program comply with our Terms and Conditions.