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  1. Programs
  2. Certified Strategic Account Management (CSAM)

Certified Strategic Account Management (CSAM)

Strategic Account Management Association

Certification

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

SAMA’s Certified Strategic Account Management (CSAM) program is the most widely recognized certification for strategic account managers (SAMs) and their leaders today.

Cost

Corporate Member: $9,700 Individual Member: $10,150 Non-Member: $11,140 Show moreShow less

Format

Hybrid

Eligibility Calculator

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

SAMA’s Certification Journey SAMA’s Certified Strategic Account Manager (CSAM) program guides participants through a comprehensive certification journey that assesses competencies, develops skills, enables coaching, and ensures adoption of improved behaviors. CSAM candidates are provided access to an optional SAM-specific tool designed to track the inputs of the program and enable a standardized coaching and customer-assessment process. Step 1 - Complete the SAMA Competency Assessment Complete the SAMA Competency Assessment, which enables SAMs and their managers to understand what competencies are necessary to be an effective SAM and in which areas the participant needs to focus throughout his or her journey to establish certification goals. The assessment includes benchmarking input from the SAM and SAM managers, with optional input from upper management, peers, and customers, and is intended to enable a structured learning and coaching environment. Step 2 - Complete course work Complete course work. SAMA Certification requires nine training units of course work focused on enabling the SAM to effectively manage their role in the SAM process. It includes seven units of the SAMA Core Curriculum (CORES 0-4) plus two units of electives (E) based on current needs and assessment results. Courses are modular and can be taken in any order. They are offered multiple times during the year, both in-person and online. Step 3 Preparation for the Executive Account Review, which is the final step of your certification. Average certification completion is 12-18 months. Step 4 Executive Account Review presentation to demonstrate the successful application of the courses and a post-coursework, 360-degree competency assessment.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

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Scholarships

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Locations

Where this program is offered

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

  • Apply Foundational SAM Skills and Competencies To Drive Superior Customer Results
  • Manage the Strategic Account Management Process Including Co-Discovery Fit Planning and Value Delivery
  • Develop and Execute Strategic Account Plans To Drive Customer-Specific Value Creation
  • Lead and Influence Strategic Account Relationships With Customers and Internal Teams
  • Build and Demonstrate Credible Account Leadership and Strategic Influence In Strategic Accounts
  • Co-Create and Quantify Mutual Value With Customers and Internal Teams
Career Pathways

Occupations this program prepares you for

  • Financial Managers11-3031.00
  • Sales Managers11-2022.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: developing (Level 2)(based on Certification)

  • Customer relationships — cultivate and sustain independently for a portfolio of individual or business clients in a branch banking or brokerage setting.
  • Cash and financial instrument flows — oversee daily operations with reduced supervision, identifying irregularities and initiating corrective action in a financial operations unit.
  • Branch or departmental activities — coordinate across multiple staff roles with moderate oversight, ensuring efficient workflow in a regional office.
  • Recruitment processes — manage end-to-end candidate sourcing and screening using human resources software, supporting timely staffing of financial teams.
  • Budget variance reports — analyze cost data using financial analysis software and recommend adjustments to departmental spending plans.
  • Employee training programs — administer and monitor progress, adapting delivery schedules to meet evolving skill needs within a financial services department.
  • Business intelligence tools — utilize to produce recurring performance reports and surface actionable insights for management review.
  • Complex customer problems — assess and resolve by applying critical thinking and knowledge of financial products in a client-facing service environment.
  • CRM software records — maintain and query to track customer interactions, ensuring data accuracy across a financial services portfolio.
  • Personnel scheduling and workload allocation — manage to optimize team productivity in a branch or credit department setting.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Auto-populated·from Scorecard + DOL
Completion Rate
100%
Placement Rate
Not reported