Commercial Insight Strategist Certification
Designed for teams who lead with insight
The Commercial Insight Strategist (CIS) Certification develops the capability today’s account teams need to navigate complex enterprise environments: where relevance drives traction and timing is everything.
Designed for professionals working inside strategic accounts, the program sharpens the skills that help teams stay ahead of shifting priorities, expanding buying groups, and fast-moving customer dynamics.
CISs bring structure to ambiguity. They spot patterns, map influence, and support the team in moving with precision. This certification gives you a clear path to build that capability into your team.
Program Structure and Levels
The CIS Certification is designed to scale with your team’s maturity.
Level 01
Foundations of Customer Insight
- For new CISs or internal team members transitioning into insight-driven roles
- Focuses on signal tracking, stakeholder thinking, and the fundamentals of Go to Customer
- Includes interactive frameworks, scenario-based learning, and insight storytelling
Level 02
Advanced Insight Activation
For experienced CISs supporting complex, multi-stakeholder accounts.
- Focuses on stakeholder sequencing, internal influence chains, and team-based engagement planning
- Introduces advanced pursuit-building using platforms like Polaris I/O, connecting AI-powered signals to real-time strategy
- Shifts the focus from identifying insight to activating pursuit motion with speed and clarity
Level 03
Strategic Influence & Opportunity Leadership
For CIS leads, program owners, and senior team members driving insight capability at scale.
- Focuses on coaching and orchestrating CIS work across multiple accounts or regions
- Equips leaders to manage stakeholder alignment at the executive level and shape multi-threaded opportunity narratives
- Introduces advanced planning techniques for long-range pursuits, cross-functional enablement, and enterprise-wide momentum
- Emphasizes insight orchestration, strategic visibility, and internal influence across sales, ops, and customer success
What makes the program different
Whether you’re building a CIS function from the ground up or elevating internal talent, this program gives you a clear, structured path to scale capability with confidence.
Built for application
Every module is grounded in real account scenarios—not theory or abstraction.
Enterprise-calibrated
Purpose-built for strategic and key account environments where complexity is the norm.
Team-integrated
Reflects how SAMs, pursuit teams, and supporting functions actually collaborate.