Customer success
manager
Step 1 | 1-2 weeks
Registration and access
During this stage, you will receive access to all the platforms you need to set you up for success in your role as a CSM.
Step 2 | 1-2 weeks
Certifications
Learn everything you need to know to excel at your role and get your official monday.com certifications.
Step 3 | 2-3 weeks
Dedicated training and workshops
The monday.com partner success team will present you with opportunities to attend masterclasses and workshops to help you advance your knowledge and skillset as a CSM. For more information, contact your CPM directly.
View your onboarding journey in detail
Browse the breakdown of your dedicated customer success manager onboarding path and see what you can expect from every step along the way.
Registration
and access
Owner: your CPM at monday.com
Your Partner Manager will assign you to a curated onboarding pathway tailored to your role. After that, you will receive an email with essential links and information to start your certification.
Get access to all the tools and resources available to you to support your growth with monday.com, including:
Your Partner Manager will grant you access to the dedicated monday.com partner academy, where you will gain expert knowledge and tools, and become certified as a CSM expert.
One of our enablement experts will explain the structure of partnerships at monday.com and walk you through the tools and resources you need to support your growth, including the Partner Hub, the Partner Community, and the Partner Workflow Account.
Certifications
Owner: The GTM Strategy Team at monday.com
Learn everything you need to know about the monday.com Work OS and become a product expert.
Learn about different workflows, processes, and use cases you can build using monday.com.
Acquire all the tools and methodologies to drive engagement by setting customers up for success.
These lessons will equip you with the backend tools you need for managing deals and accounts with monday.com, including working with Salesforce, creating reports, and using the monday.com proprietary BI software, Big Brain.
Your Salesforce portal will be your one-stop shop for sales and customer service. It will also allow you to view your completed certification. Salesforce access will be granted only once you complete all your certifications.
