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Customer Success Consultant

Roles & Responsibilities

  • 3–5 years of proven success in EdTech SaaS sales and/or customer success
  • Strong consultative selling and solution-based approach
  • Expertise in relationship management and account growth strategies
  • Proficiency in Salesforce CRM and Microsoft Office Suite

Requirements:

  • Develop and execute go-to-market strategies to expand business within assigned regions
  • Manage onboarding and implementation for new partners, ensuring successful rollout and adoption
  • Lead cross-functional teams to analyze usage trends and implement strategies for increased adoption, including delivering training sessions and creating knowledge resources
  • Represent your product line on the Operations Council and collaborate with marketing and product teams to design campaigns and services that meet partner needs

Job description

Key Responsibilities

Sales & Growth

· Develop and execute go-to-market strategies to expand business within assigned regions.

· Conduct market research and build targeted prospect lists using disciplined prospecting methods.

· Drive new business opportunities through cold calling, networking, and industry events.

· Prepare compelling proposals, quotations, and RFP responses.

· Maintain accurate forecasting and pipeline management in Salesforce CRM.

Partner Success & Retention

· Manage onboarding and implementation for new partners, ensuring successful rollout and adoption.

· Conduct periodic check-ins and goal reviews with partner leadership teams.

· Oversee renewals and payment processes, collaborating with the Renewal team.

· Lead cross-functional teams to analyze usage trends and implement strategies for increased adoption.

· Deliver training sessions, webinars, and create knowledge resources as needed.

Strategic Collaboration

· Represent your product line on the Operations Council to identify trends and influence product evolution.

· Collaborate with marketing and product teams to design campaigns and services that meet partner needs.

· Identify and develop new billable services to address evolving customer challenges.

What We’re Looking For

· Experience: 3–5 years of proven success in EdTech SaaS sales and/or customer success.

· Skills:

o Strong consultative selling and solution-based approach.

o Expertise in relationship management and account growth strategies.

o Ability to deliver training and communicate effectively with educators and leaders.

o Proficiency in Salesforce CRM and Microsoft Office Suite.

· Traits:

o Entrepreneurial mindset, results-driven, and highly persistent.

o Growth-oriented with strong analytical and problem-solving skills.

· Education: Bachelor’s degree or equivalent experience.

What We Offer

· Competitive salary plus commission structure.

· Comprehensive medical, dental, and vision coverage from day one.

· Employee stock ownership and 401K matching programs.

· Generous vacation and personal leave.

· Opportunities for career growth and creative expansion.

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