The Customer Success Manager (CSM) is an education-focused professional whose primary role is to train, foster and build relationships by serving as the first point of contact for customers; ensuring retention, while supporting customers’ needs. This position works collaboratively with the Sales & Marketing, Instructional, Product Development, and other internal teams to ensure continuity of service. The CSM will hold the record of all Service Level Agreements (SLAs) and act as an advocate to existing and future customers to ensure a seamless transition post-sale, customer retention year over year, and ensure that the Edison model is effectively implemented. The CSM will work closely to the assigned Sales Professional on securing the renewal of contracts.
Essential Duties and Responsibilities:
Customer Service and Retention
Serve as the first and primary point of contact for customers
Train and onboard new clients through the prepared implementation process
Train existing customers in new features as they are released
Train existing customers as they assign new contacts or expand usage
Answer all incoming communication from customers and troubleshoot any issues
Build relationships by providing consistent value and fostering customer loyalty
Develop relationships with key stakeholders and maintain a focus on business development from customer onboarding through renewal in joint communication with assigned Sales personnel
Maintain a record of Service Level Agreements for all customers to ensure proper program implementation through Hubspot
Demonstrate product to interested leads
Travel to visit clients or attend conference/trade shows as needed to guarantee customer success
Speak and present at trade shows and conferences as needed
Effectively leverage customer feedback via annual Net Promoter Survey (NPS) results; follow up with all district “Detractors” and develop written mitigation plans/timeframes to address pain points
Demonstrate specific understanding of individual district needs to determine solutions that benefit both the customer and our organization
Organize and facilitate monthly district achievement meetings to ensure understanding of the needs of the customer’s program; drive high levels of customer satisfaction through consultative recommendations (*note: this is in lieu of the bullet point that cites “Attend regular meetings…)
Understand and proactively communicate student outcomes and recommend mitigation strategies to effectively address
Review district dashboard data on a weekly basis and ensure corresponding and tailored district outreach
Consistently engage with and uncover the ‘Whys?’ behind district feedback
Communicate all product enhancements, technological updates, and other pertinent information to districts in a timely, efficient manner
and professionally
Regularly monitor district attrition risks; outline and document proactive solutions to minimize/mitigate flight risks within assigned customer/district portfolio
Manage difficult district feedback with high levels of tact/diplomacy
Demonstrate clear understanding of all eCourse offerings and technical requirements of the program
Demonstrate excellent verbal and written communication skills
Demonstrate high levels of energy and urgency in all district facing and inter-departmental interactions; instill, nurture and expand collaborative partnerships within assigned district portfolio
Customer Growth and Expansion
Proactively identify customer needs and promote tailored solutions
Educate customers on solution value through data-informed relationship building and communication
Participate in customer expansion projects as assigned
Focus upon the overall value of each customer to consistently strengthen long-term district relationships
Identify, document and implement specific district revenue growth opportunities
Cooperation with Internal Teams Attend regular internal meetings with staff including Instruction, Sales, Product Development, and Marketing to act as the customer representative to ensure that decisions made are customer-focused and data-informed
Assist with customer requests to ensure messaging is consistent and timely and meets the customer’s needs
Key Behavioral Competencies:
Professional Responsibilities
Commitment to the mission, vision, and values of EdisonLearning
Commitment to the use of best practices and to the use of cutting-edge technology to build and grow the company
Communicates with colleagues and supervisors on a regular basis
Attends regular staff meetings and actively participates in discussions
Maintains confidentiality as required by the school and by law
Customer-Focused
Responsiveness to customer and colleague needs
Easily establishes rapport with customers and other stakeholders and works with enthusiasm, commitment, and a spirit of teamwork with school staff and colleagues
Communicates effectively at all organizational levels, building collaborative relationships and enlisting the participation of customers
Understands customer preferences and tailors the frequency and style of communication to suit each customer
Actively designs and implements service delivery improvements for customers
Collaboration
Takes the time to get to know other teams and their priorities to build good rapport and establish a common bond
Sources and listens to all points of view and respects differing opinions when developing solutions
Gives people the feedback they need to succeed, even in difficult situations
Leadership and Supervision
Willingness to train and mentor staff who show interest in customer success
Business-Driven
Reliable, consistent, and timely in all actions and decisions.
Demonstrates a strong sense of urgency through prioritizing and following through on commitments
Drives hard to meet and frequently exceed goals and objectives within tight timeframes.
Assumes personal accountability for ensuring resources are effectively used to achieve results
Always delivers results via commitment to agreed processes, with rigorous attention to how results are gained
Personal Growth
Responds to change with a positive attitude and a willingness to learn new ways of working
Seeks new skills, behaviors and knowledge to increase personal performance capabilities
Background:
Minimum Bachelor’s degree in education or the various social sciences (counseling, social work, psychology.)
Three to five years of working in a traditional (brick & mortar) or virtual school OR previous experience in customer success/sales in an educational setting.
Experience facilitating or participating in an e-learning/online learning course preferred
Ability to build relationships with educational leaders including principals and superintendents
Strong written, verbal, and organizational skills
Experience using customer relationship management systems or inbound marketing, sales, and customer service platforms
Strong listening and questioning skills to gain a strategic understanding of partner needs and challenges
Strong understanding of curriculum and instruction