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CSM Foundations Two-Day Workshop in Portland, OR.

  • 851 SW 6th Ave., Suite #800 Portland, OR. 97204 USA (map)

CSM Foundations Portland, OR.

Level up your Customer Success Skills with this two-day instructor-led Customer Success Training workshop.

SuccessCOACHING, the global leader in Customer Success Training and Education, is bringing its SuccessCOACHING Roadshow to Portland!  

What Will You Learn In CSM Foundations?

During this two-day, intensive in-person Customer Success Training workshop, we'll teach you everything that you need to know to turbocharge your career as a Customer Success Manager.

This isn't your typical theory-heavy workshop; we're flipping the equation and focusing instead on execution - practical tips and tools that will help you be a better CSM from the moment you get back to your desk!

And we believe that learning needs to be fun and interactive to be effective. So all our workshops incorporate group exercises and discussions to help participants apply the knowledge they've acquired in the context of their roles.

We guarantee that you'll walk away feeling more confident and empowered, ready to maximize your potential as a Customer Success Manager.

Register Today!

Workshop Topics

We know that your time is valuable, so we want to maximize your return - both on your time and your financial investment. That's why we've designed a value-packed Customer Success Training curriculum that covers the foundational knowledge that every CSM needs under their belt to take their performance to the next level. Check it out!

  • Customer Success Key Concepts
  • How To Think Like A Customer
  • The Principles of Effective Onboarding 
  • Success Plan Development & Execution
  • Delivering Effective Business Reviews
  • Re-Engaging Disengaged Customers
  • Managing Accounts To Drive Lifetime Value
  • Adopting A Consultative Approach
  • Execution & Follow-Through
  • Handling Escalations & Ownership
  • Tactics For Handling Tricky Customers
  • Understanding Customer Success Metrics

Who Should Attend?

The CSM Foundations workshop is ideal for Customer Success Managers who work in subscription-based (SaaS) technology companies and who have been in a CSM role for less than two years

Whether you've just got started and are looking for an intensive grounding in everything Customer Success, or you've been at it a little while and wanted to round out your knowledge of core principles, this workshop will provide excellent value.

Get Certified!

At the end of this Customer Success Training workshop, we will offer participants the opportunity to take a certification exam. Those that meet the required standards will then receive an official SuccessHACKER Customer Success Certification

Customer Success Training Certification Badge.png

Getting certified is a great way to demonstrate, both to your colleagues and your customers, that you take your Customer Success Training seriously. Certification shows that you've invested the time and effort to improve your skills and knowledge to be as effective as possible at your job. It's also a great thing to have on your LinkedIn profile!

Customer Success Training Certification LinkedIn.png


Day 1 | Wednesday

8 am - Registration opens, light breakfast and informal networking

9 am - Training Workshop

12pm - Lunch

1 pm - Training Workshop

5 pm - End of Day 1

Day 2 | Thursday

8:30 am - Arrival, light breakfast and informal networking

9 am - Training Workshop

12pm- Lunch

1 pm - Training Workshop

4 pm - Certification Exam

5 pm - 7 pm - Networking Happy Hour, sponsored by SuccessHACKER.

What's Included?

Here's what included in the workshop price for every CSM Foundations participant.

  • Over 10 hours of world-class Customer Success best practices and practical tips
  • Over 2 hours of interactive workshops and stimulating group discussions
  • A digital copy of all content, for handy reference, once you're back in the office
  • Access to a private group on the OUTCOMES community, for ongoing support as you apply what you've learned
  • Light breakfast and lunch, plus unlimited coffee, tea, and soda. Why not?
  • A framed SuccessHACKER Certification certificate (subject to passing the exam)

Meet Your Instructor

James Scott is a globally recognized Customer Success strategist. He has over a decade of experience building and leading post-sale organizations in B2B SaaS companies, both in the US and Europe. He now leads SuccessHACKER's training practice and has delivered public and private Customer Success training to many CSMs over the past two years. He's also a Host of OUTCOMES, the Customer Success community and an Advisor at Atlanta Tech VillageEndeavor and Alchemist Accelerator.

Register Today!

Sponsored By


Based in Portland, Smarsh® delivers a comprehensive and integrated suite of information archiving applications and services that help companies protect themselves and manage risk. Its centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, social media, websites, instant messaging, mobile text messaging and voice.