Portfolio Customer Success Manager

About this role

What’s the opportunity: The Portfolio Customer Success Manager role is vital to our company’s success. You will build relationships with customers, proactively solve their problems, enhance customers usage through data analysis and training, and expand the customer throughout the Linewize Suite. In doing so, you will reduce customer churn and increase revenue, increase customer satisfaction with the product, and promote the customer’s success.

You will have clear goals with the autonomy and support to ensure you are able to achieve your goals and help the company achieve its goals. Here’s how you’ll do it: Ultimate ownership for retaining and increasing ARR we generate from existing customers within a defined territory Building relationships and becoming a trusted advisor and advocate of the customer Identifying customer challenges early and then working cross-functionally to address them Maintain accurate CRM data for customers, including contact, product, and broader district data Increasing usage and growing the customers within the Linewize Suite through upsell and cross-sell Maintain a high retention rate within your customer base Manage a portfolio of existing customers, with a goal of increasing customer usage and supporting customer concerns via email outreach, phone calls, meetings, and product check ins Support the customer’s adoption of the Linewize Product Suite through solution oriented support and expansion efforts.

Increasing customers satisfaction and enjoyment of the Linewize Product Suite This role requires: 2+ years of Account Management/Customer Success preferably in the technology or SaaS space Experiencing support multiple products and expanding customers into new products (Upsell/Xsell) Bachelor’s degree or 4+ years of equivalent work experience Edtech experience preferred To be successful in this role you must: High level of business acumen Proficiency with MS Office, Google Workspace, CRM software Excellent communication and presentation skills Great interpersonal skills Ability to quickly build relationships and maintain said relationships Ability to prioritize customers/projects and manage multiple escalations Strong organizational and time management skills Comfortable using data to inform data-driven outreach, calendar management, and task assignment Desire to solve customer problems and grow customers usage, product base, etc Ability to work effectively as part of a team to ensure the customer’s success High level of empathy for both your customer and internal stakeholders Why choose Qoria? In this role, you can expect : Learning Allowance Enhanced holiday & family leave Tech Allowance ....