Customer Success Executive responsible for managing client accounts and facilitating renewals at Totara. Collaborating with senior managers to enhance account strategies and develop strong client relationships.
Responsibilities
Independently manage a portfolio of agreed client accounts
Build and maintain positive working relationships with client contacts
Function as a first point of contact for client communications within assigned accounts
Proactively schedule and conduct client meetings such as renewals and check ins
Escalate risks, issues, and opportunities to the Senior Client Relationship Manager as appropriate
Manage contract renewals for assigned accounts, including client engagement and coordination with internal teams
Support invoicing and renewal processes to ensure timely billing and payment
Identify up-sell and cross-sell opportunities and feed into sales pipeline
Maintain basic revenue forecasts for assigned clients
Maintain accurate records in the CRM system including accounts, contacts, opportunities, and activities
Ensure contract data is current and auditable
Contribute to commercial reporting where required
Assist in preparing proposals, contracts, and client documentation
Contribute to marketing campaigns, social media activity, and client communications
Support client-facing events, webinars, and conferences
Collaborate closely with Senior Client Relationship Managers to develop account strategies
Participate in coaching and feedback sessions
Share learning and contribute to team improvements
Build product and commercial knowledge to increase contribution over time
Requirements
Experience in customer relationship management, account management or sales
Experience/knowledge of the Learning Technology industry, learning management systems (LMS), e-learning platforms, or other educational technologies
Strong communication and negotiation skills
Ability to analyse client needs and identify business opportunities
Proactive, organized, and self-motivated approach
Basic familiarity with CRM tools and contract management
Benefits
Enhanced Parental Leave
Private Healthcare
Life Insurance 4x Salary
Professional Development Opportunities
Annual Wellbeing Allowance
New Joiner home working set-up allowance
Additional Paid Leave: Birthday off, Working days between Christmas and New Years Eve
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