Senior Client Success Manager
New
F
FinalsiteK–12 EdTech
100% Remote - Anywhere within the USFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5-7 years of experience in client success, support, sales, implementation, or a related function
- Required Skills
- SalesforceSaaSAccount Management
Requirements
- Have 5-7 years of experience in client success, support, sales, implementation, or a related function.
- Bring experience in a SaaS or education-focused environment, preferably.
- Hold a bachelor’s degree or have equivalent experience.
- Be able to manage a portfolio of accounts with varying needs and timelines.
- Be organized and detail-oriented, with the ability to multitask and shift priorities.
- Be able to work independently and contribute to a collaborative team.
- Bring consultative client relationship skills, including negotiation and conflict resolution.
Responsibilities
- Serve as a consultative advisor to clients, understanding their organizational structure and strategic goals.
- Own client accounts and manage renewals through proactive relationship-building and value articulation.
- Drive product adoption and demonstrate platform value to reinforce client investment and loyalty.
- Identify, qualify, and transition upsell and cross-sell opportunities to the Sales team.
- Sell training and consulting services to support product adoption.
- Monitor client health scores, CSAT/NPS, and usage, and implement interventions to mitigate churn risk.
- Advocate for clients internally and coordinate cross-functional teams to resolve technical, commercial, or operational roadblocks.
- Lead cross-organizational conversations to improve communication and reduce friction.
- Track market trends, industry developments, and competitor strategies.
- Complete tasks and log client engagement activities in ChurnZero and Salesforce, following team SOPs.
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