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Customer Success Operations Specialization

8-10 hours5 lessons2 exercises1 assessment

Master retention metrics, health scoring, renewal processes, and expansion playbooks. Learn to build the post-sale systems that maximize customer lifetime value.

What You'll Learn

  • Design customer health scoring models
  • Build renewal forecasting and management processes
  • Create expansion and upsell playbooks
  • Implement early warning systems for churn
  • Optimize onboarding and time-to-value

Prerequisites

  • Complete Foundations Assessment
  • Familiarity with CS platforms
  • Basic understanding of subscription business models

Curriculum

1
Lesson30 min

The CS Ops Function

Role, responsibilities, and relationship to customer success

Start
2
Lesson60 min

Customer Retention Metrics

Churn, retention, and expansion metrics

Start
3
Lesson45 min

Health Scoring Models

Behavioral, outcome, and predictive health indicators

Start
4
Lesson45 min

Churn Crisis Case Study

Learn from a real retention turnaround

Start
5
Lesson45 min

Renewal Process Design

Timeline, touchpoints, and escalation paths

Start
6
Exercise45 min

CS Ops Audit

Assess a customer success operations function

Start
7
Exercise30 min

Dashboard Interpretation

Analyze a CS dashboard for insights

Start
8
Assessment45 min

CS Ops Assessment

Demonstrate your CS ops expertise

Start

Certified Customer Success Operations Specialist

Complete all modules and pass the final assessment to earn your certification.

Start Learning