Customer Success Manager

🕒 May 19

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Level Data

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2007

📚 Education

☁️ SaaS

🤝 B2B

Education • SaaS • B2B

Level Data is a SaaS company that provides K–12 education agencies and school districts with data management, validation, and analytics tools to connect financial investments, educator effectiveness, and student outcomes. Its platform automates data workflows, tracks special education services (IEP minutes), supports compliance and teacher licensure, and offers ROI analytics and coaching management to help states and districts make audit-ready, evidence-based decisions at scale.

📋 Description

• Own value delivery, renewals, and expansion. • Manage account success plans, forecast and close renewals end-to-end (pricing, terms, redlines, on-time signature) and run upsell/cross-sell from discovery to close solo or in partnership with Sales. • Accountable for GRR and NRR targets across your book. • Drive measurable value. • Translate product usage into strategic outcomes superintendents, CIOs, and CFOs care about data accuracy, governance, reporting confidence and tell that story through QBRs, EBRs, and executive readouts. • Manage risk and prevent churn. • Monitor health signals, build remediation plans, and orchestrate cross-functional rescues before issues become churn. • Build durable, multi-threaded relationships. • Map and engage stakeholders across IT, instructional, finance, and exec sponsors; deliberately de-risk single-threaded accounts. • Lead complex SaaS implementations. • Partner with product and engineering onboarding, integrations, and configuration; close the loop with product feedback that shapes the roadmap. • Use AI and automation to scale your impact. Apply modern CS tooling health-score automation, AI-assisted account research, dashboards to manage a larger book without losing the white-glove feel.

🎯 Requirements

• 3-5+ years of experience in Customer Success managing enterprise customers and senior stakeholders in a SaaS environment • Proven track record of achieving GRR and NRR targets • Strong verbal and written communication skills, including presentation ability for executive audiences through EBRs and board level communication • Strong understanding of customer success motions including value focused account planning, expansion motions, multi-threading, mutual action plans, QBRs/EBRs, onboarding in data, analytics, or education technology • Highly organized and data driven, with strong attention to detail, the ability to manage multiple accounts and priorities simultaneously, and a bias toward using metrics and dashboards to inform decisions and track progress • Bachelor's degree in a relevant field (Education, Data Science, Business, etc.) or equivalent professional experience • Technical background or fluency is a strong plus; experience with APIs, data integrations, product configuration, or similar technical concepts will be increasingly valuable as this role evolves at the intersection of customer success and product • Comfort with AI-powered tools (e.g., LLM-based research assistants, automated meeting summaries, predictive health scoring) and a bias toward using them to scale your impact.

🏖️ Benefits

• Unlimited PTO • 401(k) with company match • Competitive medical, dental, and vision coverage • Paid parental leave • Mental health and wellness support • Annual learning & development budget