Customer Success Manager
Current• Create multi-contact relationships with schools and districts by identifying and connecting with key stakeholders• Onboarded clients through orientations, conversations of desired results, and navigation of product tools• Supported 180 K-12 schools to ensure successful implementation by sharing tools, trainings and templates to ensure client engagement• Collaborated with internal sales and operation teams to address client needs, improving satisfaction and outcomes.• Monitored client engagement and health score to proactively identify and target potential concerns before they impact satisfaction of product• Exceeded FY22-24 retention goal of 91% by actively gaining client feedback and building strong partnerships• Engaged in Salesforce rapid quote design and feedback team before company launch• Provide accurate forecasting and reporting on customer success metrics; regularly flagging at-risk accounts• Create custom quotes and investment summaries based off client needs and input metrics to support accurate pipeline reports