Client Experience Partner, Customer Success

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Otus

51 - 200 funcionários

Fundada em 2015

📚 Educação

☁️ SaaS

🤝 B2B

Education • SaaS • B2B

Otus é uma plataforma educacional abrangente projetada para aprimorar o crescimento dos alunos ao consolidar diversas ferramentas e dados educacionais em um só lugar. A plataforma apoia educadores, permitindo a criação, gestão e relatório de avaliações com sistemas de notas baseados em padrões e tradicionais. Além disso, a Otus oferece recursos robustos de dados e análises que permitem o monitoramento de progresso e a tomada de decisões baseadas em dados para otimizar os resultados de aprendizagem dos alunos. Adicionalmente, facilita o engajamento familiar ao fornecer acesso em tempo real ao progresso dos alunos.

Descrição

• Own the renewal and retention of your portfolio, forecasting and closing renewals on time to meet assigned gross revenue retention (GRR) and net revenue retention (NRR) targets. • Identify, pursue, and close upsell, cross-sell, and expansion opportunities aligned to client needs, partnering with Sales where appropriate. • Monitor account health, usage, and engagement to surface churn risk early, and lead the mitigation strategy to protect and retain revenue. • Use client goals, usage data, and relationship insights to identify opportunities for clients to deepen usage, expand workflows, and increase the value they receive from Otus. • Maintain an accurate, current view of renewal and expansion pipeline within internal systems. • Guide clients through onboarding and implementation, developing a strong understanding of each client’s goals, structure, timeline, and success criteria. • Apply deep knowledge of Otus implementation workflows, including rostering, integrations, 3rd party data, training needs, and adoption planning. • Address a range of client technical and workflow questions, from basic to advanced, collaborating with teammates as needed. • Monitor client health, usage, engagement, and progress toward goals, and identify risks, gaps in adoption, or opportunities to increase client value. • Lead Annual Business Reviews, renewal conversations, and strategic client meetings that demonstrate value and strengthen relationships ahead of renewal. • Use internal systems to track client health, adoption trends, risks, opportunities, and next steps, ensuring timely, thoughtful, and proactive follow-up. • Connect client goals to relevant Otus workflows, features, services, and resources. • Communicate product value clearly and confidently to administrators, teachers, and district leaders. • Develop a consultative approach by understanding each client’s needs, challenges, goals, and current product usage. • Design and support campaigns, events, webinars, and client touchpoints that drive adoption and engagement. • Lead onsite and remote Otus training sessions, professional development workshops, and webinars. • Collaborate with Client Experience, Support, Community, Marketing, and Product teams to ensure educator perspectives and client needs are reflected in Otus communications and resources. • Develop a deep understanding of the Otus platform and stay informed on the latest product updates and releases. • Deliver exceptional product and technical support with timely follow-through. • Manage client technical cases, address questions, troubleshoot issues, coordinate next steps, and collaborate cross-functionally to resolve client needs. • Track and document client feedback, feature requests, and recurring themes. • Participate in release meetings and share client perspectives with internal teams. • Provide user feedback to Product, Support, Integrations, Assessment Solutions, and Community to support a cohesive client experience.

🎯 Requisitos

• Prior experience as an educator in K-12 education, with an understanding of how schools or districts operate and the needs of educators, administrators, and/or district leaders. • 5+ years of experience in SaaS sales, account management, customer success, or educational technology in a client-facing revenue role. • Demonstrated experience owning renewals, retention, account health, adoption planning, expansion opportunities, or strategic client conversations. • A track record of carrying and meeting revenue targets (e.g., renewal, retention, or expansion goals). • Familiarity with CRM, customer success, support, or project management tools such as Salesforce, HubSpot, Catalyst, Intercom, Jira, or similar systems. • Comfort using client goals, usage data, and relationship insights to identify adoption risks and opportunities to increase client value. • Strong communication and interpersonal skills, including the ability to build relationships with a variety of stakeholders. • Engaging verbal and written communication skills, including comfort level in presenting to adult learners and district leaders. • Strong technical aptitude and ability to troubleshoot client questions. • Strong operational and data-driven mindset. • Strong organizational and prioritization skills with careful attention to detail. • Patience, professionalism, and adaptability when working through complex issues and a variety of client personalities. • Motivation and desire to help others. • Foreign language skills, especially Spanish, are a plus. • Minimum of an earned Bachelor’s Degree. • Ability to travel up to 40% nationally.

🏖️ Benefícios

• Excellent Medical, Dental and Vision coverage effective day 1 of employment • 20 PTO days per year • 5 Sick days per year • 16 Holidays per year, including your birthday and a day to do something you love • 12 weeks of full paid parental leave for the care of a new child • $1,500 Annual Professional Development/Tuition Reimbursement Benefit • Eligible for performance-based incentive compensation • Employer Paid Life and Short & Long Term Disability Insurance • 401K Plan with a Safe Harbor Employer Match (up to 4%) • $500 per year Work From Home Allowance • MacBook Pro and an additional monitor for your home office • Company SWAG

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