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hey everyone diana here super excited about today's video because we're going to be talking about customer success certificate or courses so these are things that you've probably been seeing around as you're trying to make your way into customer success and the question that i want to dig into today is do you actually need to take a course or have a certificate before you apply to a cs job so i'm not going to answer this alone i don't have all the answers i did not take a course so what i did was survey people or ask people on linkedin if they took a course and would they recommend taking a course to folks that are trying to break into customer success let's start with what is a customer success course or certification you've probably run into some courses like success hacker for example that have different levels that you complete to attain certification and customer success and you might also run into courses on like linkedin or even on udemy that also teach you the basics of customer success and so those different courses can offer a lot of different things one you can learn the basics of customer success or you can get really deep into the concepts that you'll find in customer success so talking through things like what are health scores what are success plans what are qbr's ebrs all those things might be covered within those courses but do you actually need them so let's talk about that in the poll that i shared on linkedin i got 453 responses and that's a mix of people that are looking for a job in customer success people that have a job and customer success and folks that have recently transitioned so let's look at the breakdown of the score 43 of people said yes they do recommend taking a course and then we have two other groups that are interesting 21 said no i don't need or don't think that you need to take a course and then 32 said no i haven't taken a course but i plan to at some point then i have four percent that decided to go with the other and that's where we discuss things in the comments section in the comment section i heard a lot of different takes on taking a course or certificate as well as a lot of recommendations so there were three that stood out to me that i want to cover with you one from someone named mo mckibben and this person has been in sas for a while she felt that if you are in sas right now and you have that experience you're likely coming across a lot of the concepts that are very relevant to customer success so if you are actively in a tech job right now and you can make that transition you probably don't need a customer success course to make that transition there is a comment from someone named cairo amani who's actually a friend of mine she made a really good point tech is great for black and brown people and customer success is an entry point to tech for folks that look like me for example and so when we put a price tag on a certificate that's in the thousands range it does make it unattainable for folks that aren't in a financial situation to pay for a course like that and therefore creates this discrepancy between who can take a course and who can and customer success is a great entry point for any black or brown person that's trying to get into tech she was supported by a customer success leader who said pretty much the same thing yeah i don't require the csm certifications or courses lastly the overall sentiment from other managers is that hey look it doesn't hurt it's great if you have it on there but it's not a deal breaker i'm gonna link to the results of that poll below so that you can check out all of the comments um from managers from folks that are aspiring to be csms from people that have recently transitioned into cs the top courses that were mentioned in the comment section were a success hacker practical csm and some udemy courses i'll link those below as well just so that you can have easy access to them to sum it up you don't need a customer success course or certification in order for you to get into customer success does it help absolutely you get to learn the basics of customer success so that you can understand again those concepts that might come up during the interview and in your role itself but there's tons of resources out there that you should be looking into right now there's a ton of podcasts there's blogs there's there are communities out there that you can join all of that so i'll link to a video in which i talked about how to get into customer success i've been in your shoes i've thought about transitioning to customer success applied and applied and got rejections and now today i have a customer success job where i'm interviewing people and i'm reviewing applications and i want to be able to help you stand out and move past that application process which is why i put together an ebook that really breaks down the basics of customer success that you should know and the interview process itself starting from questions that they're going to ask you and questions you should ask them the research that you need to do and the things that they're expecting from you during these interviews the presentation part which is in my opinion very very mysterious and not a lot of folks know what is expected and what to provide during a presentation and then lastly salary conversations and doing the research on that and this ebook is here to help you not just go through the application process but really stand out even if you don't have that customer success experience on paper i'm going to share the link to that ebook below and if you haven't already please like and subscribe thank you