Customer success roles

This pathway will give you the tools to help your end-users get the most out of monday.com. When clients feel like they’re maximizing their monday.com account, they have a more positive customer experience.

To get started with your customer success certification journey, contact your channel partner manager.

Badges in this certification:

Certification syllabus

monday.com work management badge

Estimated time to complete: 6 hours

Through the lessons in this badge, you will learn everything you need to know about the monday.com Work OS and become a product expert.

Introduction to monday.com
Product Basic 1: Building Blocks
Product Basic 2: Communication & Notifications
Product Basic 3: Navigation
Building Workflows
Board Level Quiz
Product Pro Part 1: Board Views
Product Pro Part 2: Dashboards
Dashboard, Forms, and Charts Quiz
Product Pro Part 3: Admin
Admin Level Quiz
Product Master 1: Advanced Column Choices
Product Master 2: Automations and Dependencies
Product Master 3: Integrations
Product Master 4 - monday apps marketplace
Product Master: Automations, Dependencies & Integrations Quiz
Popular use cases
monday.com Product Certification Final Quiz

monday CRM - implementation badge

Estimated time to complete: 3 hours

Get a complete overview of monday CRM - from what's trending in the market today and all the way to the best selling points, unique features and amazing capabilities. This certification will also give you the necessary tools and knowledge to successfully implement the monday CRM product.

This course will cover:
It includes the following lessons:
Basic level -
What is CRM and why do we need it?
How monday CRM is positioning itself
monday CRM Vs. Work management
monday CRM basic walkthrough
monday CRM Basic product training final test
Expert level -
monday CRM advanced walkthrough
Emails & Activities Deep-dive
monday CRM implementation framework

Advanced workflows badge

Estimated time to complete: 6 hours

The objective of the advanced workflow badge is to provide context around the workflows terminology and teach you about different workflows, processes, and use cases you can build using monday.com.

Building workflows recap lesson
Automated workflows
Music production workflows
Advanced project management workflow
A multi-board workflow use case: Tip Top Tiny
Advanced project management board package workflow
Dashboard craftsmanship points
Questions to ask before building a workflow
Advanced workflow task & final quiz
Advanced workflow badge completion survey

Customer success badge

Estimated time to complete: 3 hours

The Customer Success Manager acts as the customer’s trusted advisor. In this badge, we will provide you with the tools and methodologies to drive engagement by setting customers up for success.

Intro to Success Management
Onboarding & Implementation
Metrics & measurements
Adoption & Engagement
EBR & Renewal
Final quiz

Partner admin badge

Estimated time to complete: 3.5 hours

These lessons will equip you with the backend tools you need for managing deals and accounts with monday.com.

Salesforce
Salesforce reports
Big Brain
Partners’ admin
Salesforce quiz
Admin quiz