Client Success Manager
Core
Drive retention and growth for mid-tier supplemental education accounts through strategic planning, cross-sell/upsell initiatives, and partnership with sales leadership.
Role type
Client Success Manager (Account Management)
Builds
Retention and revenue growth for a portfolio of mid-tier supplemental education accounts
Domain
Education Technology / Supplemental Education
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic account planning, Cross-sell and upsell execution, Renewal cycle management, Data analysis, Relationship building, Risk monitoring, Sales forecasting support, Engagement plan development, CRM and LMS data utilization, Metric tracking
Preferred skills
MBA or Master's Degree
Technologies
CRM, LMS
Responsibilities
Implement processes to foster trust and identify cross-sell/upsell opportunities with mid-revenue accounts; Act as primary point of contact ensuring seamless collaboration; Develop tailored engagement plans focused on retention and revenue growth; Manage renewal cycles via email and call cadence; Ensure seamless delivery of customer contracts; Conduct regular account reviews to identify risks and provide feedback to sales teams; Collaborate with salespeople to execute growth plans; Solicit partner feedback to refine engagement strategies; Utilize customer surveys, interviews, CRM, and LMS data to assess engagement scores; Track key metrics including cross-sell/upsell rates to drive continuous improvement.
Seniority
Mid-level, hands-on IC
