Client Success Manager
Description
What You’ll Do
- Own the health of client accounts—driving retention, satisfaction (CSAT and NPS), and advocacy
- Bridge implementation to launch by configuring platforms and training users
- Lead regular client meetings and health reviews
- Respond to client inquiries with enthusiasm and precision, exceeding SLAs
- Capture insights and feedback to support product enhancements
- Represent our brand at conferences, campus visits, and webinars
- Cultivate client champions for case studies and community engagement
- Maintain meticulous records in Salesforce and Vitally
- Embrace coaching and continuously deepen your product and industry knowledge
- Conduct regular strategic meetings and business reviews to set achievable goals, track overall performance and platform adoption
- Proactively identify churn risk, and produce and execute success plans
Who You Are
- 2+ years of experience in customer success or service within B2B SaaS
- Tech-savvy and quick to master new platforms
- Clear communicator who loves solving problems creatively
- Professional, empathetic, and detail-oriented
- Adaptable and energized by change
- Familiarity with CORE ELMS or CORE CompMS (a plus)
- Experience in healthcare, tech, or higher ed (bonus!)
- Project management skills and CRM experience (extra points!)
- Bachelor’s degree required
Perks & Benefits
- Competitive salary + annual bonus
- Flexible PTO and hybrid/remote work options
- Full medical, dental, and vision coverage
- 401K with generous company match + financial planning
- Company-paid life and disability insurance
- Collaborative and purpose-driven culture
Skills
As published by lever · 11 questions · 2 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Portfolio URL
Short answers (3)
- What is your ideal start date?
- What are your hourly salary expectations?
- How many years of experience do you have working in SaaS or equivalent technology?
Pick from a list (6)
- Will your require a visa sponsorship now or in the future?
- Are you comfortable working a part-time role? optional
- How many years of experience do you have working in the higher education or non-profit industry?
- This role is based in the US, do you currently reside in the US? optional
- This job requires you to reside in the US. Do you currently live in the United States?
- Will you now or in the future require a visa? optional
Written answers (2)
- Please describe your experience working in or with Higher Education institutions.
- What is your ideal start date?