Client Success Manager responsible for driving client satisfaction in investment banking. Collaborating with internal teams to enhance client adoption, retention, and success.
About the role
- Customer Success Associate supporting K-12 customers on SaaS platform. Ensure customer satisfaction while maximizing the value of services provided across 200+ customer accounts.
Responsibilities
- Play an essential role in supporting the success and satisfaction of K-12 customers.
- Assist the Customer Success Management team in helping districts maximize the value of SaaS products and services.
- Collaborate closely with CSMs, Implementation, and Product teams to gain hands-on experience in onboarding, adoption, reporting, and engagement activities.
- Develop foundational skills in customer communication, data fluency, and product knowledge.
- Deliver measurable outcomes and outstanding customer experiences.
Requirements
- Bachelor’s degree in Education, Business, or related field (or equivalent experience).
- 0–2 years of experience in customer success, customer support, education technology, or SaaS preferred.
- Strong communication, presentation, and interpersonal skills.
- Proficiency in Google Workspace, Zoom, and experience in CRM tools (Salesforce, Gainsight and Incident IQ a plus but not required)
- Analytical mindset with ability to interpret data, identify trends, present insights.
- Organized and detail-oriented with excellent time management skills.
- Passion for education, technology, and improving outcomes for schools and students.
- Exceptional time management, calendar management, and organizational skills
- Strong technical aptitude with the ability to independently troubleshoot, experiment, and continuously build product expertise across complex/evolving systems
Benefits
- medical
- dental
- vision
- life insurance
- 401k match
- paid-time off (PTO)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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