Associate Client Success Manager jobs in United States
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Panorama Education · 6 hours ago

Associate Client Success Manager

Panorama Education is a fast-growing national technology company focused on radically improving education. The Associate Client Success Manager will support a portfolio of small districts through relationship management and project execution, ensuring a seamless client experience and fostering partnerships.

AnalyticsBig DataEducationSaaS

Responsibilities

Serve as a primary point of contact for a large portfolio 100 partners, ensuring consistent, value oriented engagement
Support renewals by tracking contract timelines, managing documentation, and surfacing risks early
Build trust with district contacts through thoughtful, responsive communication
Identify opportunities for expansion and collaborate with Sales Account Executive team members
Lead districts through Panorama's survey process: setup, launch, and results review
Help new clients onboard smoothly and understand how Panorama tools align with their goals
Track important milestones and send proactive reminders and resources
Maintain up-to-date client information in internal systems (Salesforce, Gainsight, project trackers)
Support product adoption by sharing best practices, templates, and support documentation
Educate clients on self-service tools and features to increase usage and impact
Gather and relay feedback to internal teams to improve the client experience
Work closely with teammates in Account Management, Teaching & Learning, and Support to deliver a seamless experience
Partner with senior AMs and AEs for accounts needing more strategic support or upsell conversations
Use internal systems to document activity, flag risks, and monitor engagement

Qualification

Customer success experienceAccount managementCRM systems SalesforceCRM systems GainsightProject coordinationCommunication skillsProblem-solving initiativeGoogle Suite proficiencyClient relationship buildingOrganizational skillsDetail-oriented

Required

1-2 years of experience in customer success or account management
Demonstrated track record of renewing accounts, negotiating contracts, upselling accounts, and building client relationships
Organized and detail-oriented, with the ability to manage multiple priorities independently
Excellent written and verbal communication skills; can simplify complex information for clients
Adherence to consistent processes and CRM usage to maintain predictability, forecasting accuracy, and accountability in client interactions
Demonstrated ability to prioritize accounts with competing priorities, balancing client requests, upcoming renewals, project deadlines and internal work streams
Experience creatively mitigating client objections to renewal and reinforcing value add by listening to client needs and providing solutions
Eager to learn, ask questions, and take initiative to solve problems
Comfortable using tools like Google Suite; exposure to CRM systems (Salesforce, Gainsight) is a plus
Strong interest in supporting technology for K-12 education with a commitment to using data to improve student outcomes, particularly addressing issues of equity and access

Benefits

Annual bonuses or commission awards
Equity awards
Other region-specific health and welfare benefits

Company

Panorama Education

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Panorama Education brings the power of data to education through a SaaS platform used by hundreds of school districts across the US.

Funding

Current Stage
Growth Stage
Total Funding
$92.67M
Key Investors
General AtlanticEmerson CollectiveUncork Capital
2021-09-02Series C· $60M
2019-07-10Series Unknown· $0.55M
2017-11-07Series B· $16M

Leadership Team

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Aaron Feuer
Co-Founder & CEO
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Catherine Chang
CFO
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Company data provided by crunchbase