A Day in the Life of a Customer Success Manager

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A Day in the Life of a Customer Success Manager
Published 9/2026
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 2h 37m | Size: 864.57 MB
Explore real CSM workflows, customer meetings, daily priorities, account tasks, follow-ups, and team collaboration.

What you'll learn
Understand what a Customer Success Manager does during a realistic workday and how proactive Customer Success differs from support.
Prioritize customer issues, meetings, follow-ups, account risks, manager requests, and planned work based on urgency and impact.
Prepare for customer meetings, lead clear conversations, document next steps, update account records, and follow through reliably.
Decide which CSM tasks to own, delegate, automate, or route to sales, support, product, technical, or marketing teams.
Requirements
No Customer Success experience is required. You only need an interest in becoming a CSM or improving how you manage your current workload.
Description
What does a Customer Success Manager actually do all day?
This course takes you inside the practical day-to-day work of a CSM. You will follow a realistic customer portfolio and learn how to review your workload, organize your day, prepare for meetings, respond to customer needs, and keep accounts moving forward.
You will see how a CSM manages customers at different stages. One customer may be onboarding, another may have declining engagement, while another may need a business review or help with a product issue. You will learn how to decide what needs attention first without allowing your inbox or emotions to control your day.
The course also covers the work that happens before and after customer meetings. You will learn how to prepare, lead customer conversations, record decisions, send follow-ups, update customer records, and coordinate work with sales, support, product, technical, and marketing teams.
You will also learn how to separate the work a CSM should personally own from tasks that can be delegated, automated, or handled by another department.
Throughout the course, you will manage customers from Asterly, a fictional CRM company. Practical exercises and simulations will help you apply what you learn.
This course is useful if you are preparing for your first Customer Success role and want to understand what the job is really like. It is also useful for current CSMs who want to improve their organization, prioritization, customer communication, delegation, and daily workflow.
By the end, you will be prepared to manage a realistic CSM workday and explain your approach confidently during a Customer Success interview.
Who this course is for
This course is for aspiring and new Customer Success Managers who want to understand the practical day-to-day work of the role. It is also for current CSMs who want to improve their organization, prioritization, customer communication, meeting workflow, delegation, and use of automation. The course applies to both B2B and B2C customer or client success roles.
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