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Customer Success Professional

TAI-CSM

Own the customer relationship after the sale — onboarding that sticks, usage-based health scoring, proactive outreach, and renewals that turn into expansions.

Effort
4 weeks
Level
Professional
Passing
70%
Earn this certification Verify a credential
Customer Success Professional — Own the customer relationship after the sale — onboarding that sticks, usage-based health scoring, proactive outreach, and renewals that turn into expansions.TAI-CSMPublished credentialCustomer Success Professional

Competency blueprint

Assessment weighting is published up front — 20% knowledge, 30% labs, 20% portfolio and 30% capstone.

  • Knowledge checks

    20%

    A quiz per module, marked immediately.

  • Practical labs

    30%

    Work done in the tools, submitted as evidence.

  • Portfolio

    20%

    The assignments that accumulate across the track.

  • Capstone

    30%

    A realistic brief, graded against a rubric by a human.

Assessment blueprint

Knowledge

20%

Labs

30%

Portfolio

20%

Capstone

30%

70% overall to pass. The capstone must pass independently of every other score. Two retakes per assessment window.

Capstone

Build a full health-scoring model and a 90-day proactive outreach plan for a simulated book of accounts.

Modules

  • Onboarding that sticks
  • Health and risk
  • Renewal and expansion