View Our Website View All Jobs

Client Success Manager

Position Summary

Solution Tree thrives when our clients are successful at improving student learning, and we're looking for a growth-focused, results-driven Client Success Manager (CSM) to engage, enable, and grow Solution Tree’s Ed Tech solutions. In this role, you will serve as the primary advocate for school building and district level leadership, guiding them to accelerate the adoption and expansion of our technology-based professional learning platforms.

As CSM, you are responsible for the complete post-sales lifecycle of our clients. Through your partnership, clients will derive maximum value from their investments, leading to implementation success, retention, and renewal. This role is both strategic and tactical; You’ll need a high degree of intrinsic motivation to perform both growth and retention-oriented activities along with maintenance and delivery-oriented operations. Your input to help predict future client outcomes paired with past client experiences will be a crucial driver of retention revenues.

Summary of Essential Job Functions

  • Drive successful adoption and onboarding to help clients realize the value of our research-based products and services
  • Build strong relationships with clients and their staff at all levels by navigating complex, consensus-driven, decision-making environments
  • Engage with clients to identify potential risks, working with clients to solve technical and motivational challenges during and after product implementation
  • Proactively monitor and track usage, product consumption gaps, and traffic patterns to identify opportunities and address potential future issues such as account churn
  • Plan and conduct regularly scheduled account reviews with decision-makers to demonstrate product performance and ROI
  • Contribute to a high rate of subscription renewals across your client base by systematically identifying and assessing renewal risks
  • Serve as the voice of the client and provide internal feedback on how the company can better serve our clients in the product road map for continuous improvement
  • Collaborate with EdTech, Marketing and Sales colleagues to educate clients on upcoming product releases, new content, and success stories

Competencies

  • Superb communication and interpersonal skills
  • Impeccable service and follow up skills
  • A high degree of organization skills
  • Goal-oriented, persuasive, persistent, self-motivated, and independent worker
  • Takes the initiative, intellectually curious, and a lifelong learner
  • Excellent verbal, written communication, presentation and application demonstration skills; ability to engage clients over the phone, virtual conference, email, and face-to-face
  • Work independently and prioritize daily tasks effectively
  • Interpret product usage reports and diagnose symptoms of underuse
  • Navigate data and people to find answers
  • Willingness to tolerate some ambiguity in a startup-like culture

Required Experience and Education

  • 3+ years of experience in an Account Management, Client Success, or Sales role with a successful track record of meeting or exceeding quotas or KPIs in a SaaS environment
  • Track record of leading conversations and persuading others to take action based on requirements and value provided by solutions
  • Experience creating and maintaining productive client relationships
  • Demonstration of successfully managing multiple accounts
  • BS/BA degree

Preferred Skills

  • Familiar with digital marketing
  • Advanced Excel skills
  • Sales experience
  • A Startup mindset
  • Salesforce.com user
  • Bachelor’s degree in business
  • Familiarity with the EdTech industry
  • A student of CX

Work Environment

  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets.

Physical Demands

  • The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Moderate noise (examples: business office with computers and printers, light traffic). 

Position Type/Expected Hours of Work

  • This role is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6 p.m.  Occasional evening and weekend work may be required as job duties demand.

Travel

  • Occasional travel may be required.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Read More

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity / Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Gender
Race/Ethnicity

Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status
I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE
I AM NOT A PROTECTED VETERAN
I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 1/31/2020
Why are you being asked to complete this form?

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities.i To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

How do I know if I have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Blindness
  • Deafness
  • Cancer
  • Diabetes
  • Epilepsy
  • Autism
  • Cerebral palsy
  • HIV/AIDS
  • Schizophrenia
  • Muscular dystrophy
  • Bipolar disorder
  • Major depression
  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)
Please check one of the boxes below:

You must enter your name and date
Your Name Today's Date
Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.


iSection 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.


PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Human Check*