Portfolio Customer Success Manager

This is a fully remote position, open to applicants in Connecticut, +5 more states.

📋 Description

• Take ownership of retention and boost Annual Recurring Revenue (ARR) from current customers within a specific territory.

• Cultivate relationships and establish yourself as a trusted advisor and advocate for clients.

• Proactively identify customer challenges and collaborate across departments to resolve them.

• Ensure precise CRM records are maintained, including contact information, product details, and broader district data.

• Enhance customer engagement and expand their use of the Linewize Suite through upselling and cross-selling initiatives.

• Achieve a high retention rate within the customer portfolio.

• Oversee a portfolio of existing clients through email communication, phone interactions, meetings, and product check-ins.

• Facilitate the adoption of the Linewize Product Suite by providing solution-oriented support and expansion strategies.

• Foster customer satisfaction and enhance their experience with the Linewize Product Suite.

⛳️ Requirements

• Minimum of 2 years of experience in Account Management or Customer Success, preferably within the technology or SaaS sectors.

• Proven track record of supporting multiple products and facilitating customer expansion into new offerings (Upsell/Cross-sell).

• Bachelor’s degree or 4 years of equivalent professional experience.

• Prior experience in the Edtech industry is preferred.

• Strong business acumen is essential.

• Proficient in MS Office, Google Workspace, and CRM software.

• Exceptional communication and presentation abilities.

• Excellent interpersonal skills.

• Capacity to swiftly build and maintain relationships.

• Ability to prioritize customer needs/projects and manage multiple escalations effectively.

• Strong organizational and time management capabilities.

• Comfortable utilizing data for informed outreach, calendar management, and task organization.

• Eagerness to resolve customer issues and enhance customer usage and product engagement.

• Capacity to work collaboratively as a team member to ensure customer success.

• High level of empathy for both customers and internal stakeholders.

🏝️ Benefits

• Learning Allowance.

• Enhanced holiday and family leave benefits.

• Technology Allowance.

• Comprehensive benefits package.

• Clear career advancement opportunities with potential to progress into other teams and departments within the organization.

• Access to industry-leading technology developed internally by an exceptional engineering team.

• Regular company-wide lunch and learn sessions.