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Customer Success Manager

Role overview

Qualifications

  • Bachelor’s degree or 5+ years of relevant experience in Customer Success, Account Management, or K–12 EdTech implementation
  • Proven track record with renewals in a subscription/SaaS or curriculum‑as‑a‑service environment
  • Excellent virtual facilitation, presentation, and storytelling skills
  • Strong data orientation—comfortable building reports in Salesforce and interpreting engagement analytics

Responsibilities

  • Partner with Tech Support & Implementation to support customers through post-sale onboarding and implementation
  • Serve as the primary owner of the customer relationship, building trust with stakeholder groups
  • Proactively forecast renewal risk using data signals from HubSpot, Salesforce, and customer feedback
  • Take ownership of customer concerns and coordinate with internal teams to drive customer-impacting issues toward resolution

Key facts

Hard skills

Other skills

  • Virtual Collaboration
  • Communication
  • Relationship Building
  • Problem Solving

About the company

SmartLab logo

SmartLab

Education Administration

We partner with the most innovative school leaders nationwide to provide personalized, project-based learning experiences and STEM-focused environments that increase a student’s capacity through engaged, active, and social problem-solving. We call this SmartLab Learning.

Company details

Company typeSME
IndustryEducation Administration
Company size11 - 50

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Job description

At SmartLab, we’re transforming STEM education and we’re looking for a dynamic partner to help schools make the most of it. In this role, you’ll be the go-to guide for educators and district leaders alike, leading engaging onboarding experiences, sparking strategic conversations, and ensuring every SmartLab delivers meaningful impact. If you’re energized by relationships, motivated by outcomes, and excited to champion STEM across K–12 schools, we want to meet you.

We are looking for candidates in the Midwestern United States.

Requirements

Customer Onboarding & Adoption

  • Partner with Tech Support & Implementation to support customers through post-sale onboarding and implementation, ensuring alignment on customer goals, key milestones, responsibilities, and next steps.
  • Maintain customer communication throughout onboarding, helping school and district stakeholders understand the implementation process and ensuring they have visibility into progress.
  • Establish a strong customer relationship early in the partnership, building an understanding of the school's goals, expectations, and priorities for its SmartLab program.

Relationship & Account Management

  • Serve as the primary owner of the customer relationship, building trust with stakeholder groups to strengthen engagement, sustain program continuity, and maintain alignment on the value of SmartLab.
  • Collaborate with territory Sales reps through regular account syncs, keeping Sales informed on account health, key stakeholder changes, and emerging opportunities to ensure a unified, coordinated approach to each customer.
  • Schedule and communicate regular business reviews (QBRs/EBRs) showcasing usage analytics, student outcomes, and ROI to administrators, STEM coordinators, and other district stakeholders
  • Develop and maintain an understanding of each customer’s decision-maker journey, including their goals, priorities, key stakeholders, decision-making processes, and evolving needs throughout the SmartLab partnership.

Retention, Expansion & Advocacy

  • Proactively forecast renewal risk using data signals from HubSpot, Salesforce, and customer feedback.
  • Identify and qualify expansion opportunities by understanding each school's evolving needs and growth potential.
  • Develop and execute customer success and renewal plans that demonstrate the value of SmartLab’s integrated STEM ecosystem and support long-term customer partnerships.
  • Cultivate customer advocates and identify opportunities for references, testimonials, case studies, and participation in SmartLab events or professional learning initiatives. 

Issue Resolution & Support Escalation

  • Take ownership of customer concerns and coordinate with Tech Support, Facilitator Success, Product, and other internal teams to drive customer-impacting issues toward resolution.
  • Maintain transparent communication loops with customers during escalations.

Voice of the Customer & Continuous Improvement

  • Log qualitative feedback and feature requests in Salesforce and other designated systems.
  • Share trend insights with Product and Marketing teams to influence roadmap and messaging.
  • Advocate for the needs of SmartLab schools and districts while balancing customer priorities with company goals and available resources.

Data Hygiene & Reporting

  • Maintain accurate and timely Salesforce records of customer engagements, opportunities, contacts, and key account activities, ensuring information is documented to support effective account management and cross-functional collaboration.
  • Communicate account status, customer risks, renewal progress, and opportunities for growth to Customer Experience leadership and relevant internal teams.
  • Leverage Monday.com dashboards to track project milestones and communicate status internally.

 Education & Experience Required

  • Bachelor’s degree or 5+ years of relevant experience in Customer Success, Account Management, or K–12 EdTech implementation.
  • Proven track record with renewals in a subscription/SaaS or curriculum‑as‑a‑service environment.
  • Deep familiarity with U.S. K–12 buying cycles, funding sources, and classroom dynamics.
  • Excellent virtual facilitation, presentation, and storytelling skills.
  • Strong data orientation—comfortable building reports in Salesforce and interpreting engagement analytics.
  • Ability to work independently in a fully remote, distributed team; strong asynchronous communication habits.
  • Prior K-12 teaching or leadership experience preferred.
  • Experience with Hubspot, Salesforce, Monday.com, and Microsoft 365 (Teams/Outlook).
  • Exposure to STEM or project‑based learning pedagogies preferred.
  • Experience preparing for and leading Quarterly Business Reviews (QBRs), Executive Business Reviews (EBRs), and other key customer journey milestones preferred.
  • Travel up to 15% primarily for on-site school launches, regional conferences and company events.

Benefits

  • Health Care Plan (Medical, Dental, Vision, Ancillary)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation & 14 Paid Holidays Annually)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability Options
  • Salary range: $75k-$95k

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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