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This page collects useful learning resources related to customer success.  
Learning and development help employees build skills, prepare for new responsibilities, and support their career development.
== Internal learning and development ==
The organization supports learning through training, e-learning, cross-functional opportunities, mentoring, and on-the-job development. <br>
For information about available programs and development support, see the [[wiki-hr:Learning and Development|Learning and Development]] page in the HR wiki.
== Colleague recommendations ==


{{Textbox|boxtype=note|header=Please contribute freely!|text=Add additional materials, courses, books, videos, or communities that you found useful.|icon=no}}
A small selection of resources recommended by colleagues.
 
== Customer success resources ==


{| class="wikitable sortable"
{| class="wikitable sortable"
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! Resource
! Resource
! Type
! Type
! Notes
! Why it is useful
|-
|-
| Customer onboarding
| Communication
| Customer Success Academy
| Writing for busy readers
| Course
| Book
| Good introduction for new hires
| Practical advice for making complex information easier to understand
|-
|-
| Customer retention
| Leadership
| CS Leadership Podcast
| Coaching conversations
| Podcast
| Workshop
| Practical examples and case studies
| Useful for managers preparing for regular one-to-one conversations
|-
| Success planning
| Quarterly Success Planning Workshop
| Internal Training
| Offered twice per year
|}
 
== Product and technical knowledge ==
 
{| class="wikitable sortable"
! Topic
! Resource
! Type
! Notes
|-
|-
| Product features
| Productivity
| Product Knowledge Base
| Better meeting practices
| Internal Wiki
| Guide
| Official product documentation
| Simple ideas for making recurring meetings more focused
|-
|-
| APIs
| AI and knowledge work
| API Fundamentals
| AI-assisted research
| Course
| Course
| Useful for customer integrations
| Introduction to using AI for research and information work
|-
| Cloud basics
| Cloud Essentials
| Course
| Recommended for all CSMs
|}
|}


== Communication and business skills ==
{{Textbox|boxtype=note|header=Found something useful?|text=Add a recommendation with a short note about why you found it useful.|icon=no}}
 
{| class="wikitable sortable"
! Topic
! Resource
! Type
! Notes
|-
| Executive communication
| Executive Presence Workshop
|
|}

Revision as of 13:16, 17 August 2026

Learning and development help employees build skills, prepare for new responsibilities, and support their career development.

Internal learning and development

The organization supports learning through training, e-learning, cross-functional opportunities, mentoring, and on-the-job development.
For information about available programs and development support, see the Learning and Development page in the HR wiki.

Colleague recommendations

A small selection of resources recommended by colleagues.

Topic Resource Type Why it is useful
Communication Writing for busy readers Book Practical advice for making complex information easier to understand
Leadership Coaching conversations Workshop Useful for managers preparing for regular one-to-one conversations
Productivity Better meeting practices Guide Simple ideas for making recurring meetings more focused
AI and knowledge work AI-assisted research Course Introduction to using AI for research and information work
Found something useful?Add a recommendation with a short note about why you found it useful.