BioRender Customer Success Learning Pathway

CCSM-204: Identifying and Managing Risk
We’ll share how to build a risk management process that holds all company departments accountable and decreases the probability of risk turning into churned revenue.

CCSM-110: Aligning and Managing Expectations - 2nd Edition
Expectation management and alignment is the key to ensuring that you consistently deliver customer success. In this course, you'll learn a variety of techniques to manage expectations both internally and with customers.

CCSM-210: Increasing Upsells and Expansion
We’ll discuss the customer motivations for spending more money with you, how to approach the upsell/expansion conversation and how to set appropriate expectations with your manager.

CCSM-404: Understanding Negotiation Fundamentals
Negotiation skills are critical to being a successful CSM. CSMs need to understand how to negotiate, whether it's for terms during a renewal discussion, or the scope of a project or deployment. Learn the basics of how to effectively negotiate.

CCSM-207: Learning From Churn
We’ll explore some practical tools for better understanding a customer’s reasons for leaving and taking those learnings to prevent future churn. We’ll also give some tips on making the churn experience smooth and professional for the customer.

CCSM-410: Leveraging Senior Executives
In this course we're going to cover how to leverage senior executives and focus on how a CSM can make the most of those relationships, the meetings that occur, and communicating effectively to get the support you need to accelerate time to value.

CCSM-504: Mastering the Success Plan Discovery Process
An important skill for understanding customer needs and desired outcomes is to go through a discovery process. In this course, you will learn how to gain a deeper understanding of your customer in order to build a success plan that delivers.