Associate Client Success Manager

September 13

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Enabling districts with cloud-based solutions for administration, finance and nutrition.

K-12 Enterprise Management • K-12 Financial Software • K-12 Accounting Software • K-12 Foodservice Management • School Communications Software

201 - 500

Description

• Webinar Hosting: Plan, organize, and host webinars to educate clients on product features, best practices, and industry trends. Ensure webinars are engaging and provide valuable insights to participants. • One-to-Many Communications:Develop and execute one-to-many communication strategies, including email campaigns, newsletters, and digital content, to keep clients informed and engaged. • Automated Campaigns: Build and manage automated check-insand engagement campaigns to nurture client relationships and drive product adoption and satisfaction. • Payment Adoption:Assist clients in adopting and optimizing payment solutions, ensuring they leverage all available features to streamline their payment processes. • Services Upsells:Identify opportunities for upselling additional services and solutions. Present these opportunities effectively to clients through digital channels and support them in realizing the benefits. • Client Escalation Management:Manage client escalations effectively, coordinating with internal teams to resolve complex issues. Oversee escalation processes and ensure timely and effective resolution. • Product Enablement:Facilitate product enablement by creating and delivering digital training materials, guides, and resources that help clients fully utilize and benefit from our products. • Customer Community Moderation:Moderate and engage with the customer community through digital forums, social media, and other online platforms. Foster a positive and supportive environment for clients to share insights and seek support. • Newsletter Content Stakeholder:Act as the primary stakeholder for newsletter content creation. Collaborate with internal teams to develop and curate content that aligns with client needs and company objectives. • Customer Office Hours:Host and manage regular virtual office hours to provide clients with direct access to support and guidance on product-related questions and issues.

Requirements

• 1-3 years of experience in a client-facing role, preferably in account management or customer success. • Strong communication and interpersonal skills, with the ability to build rapport and trust with clients. • Proven track record of managing client relationships and driving customer satisfaction. • Self-starter, curious, and solution focused. • Excellent problem-solving skills and the ability to think strategically to identify opportunities for client success. •  Experience working in a fast-paced environment with the ability to adapt to changing priorities. •  Expert level time management and prioritization skills. •  Proficiency in CRM software (e.g. Salesforce) and other relevant tools is a plus.