Portfolio Customer Success Manager

Qoria
San Diego, CA
Category Customer Service
Job Description
Role Overview

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.

What You Will Do

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, maintaining accurate CRM data for customers, increasing usage and growing the customers within the Linewize Suite through upsell and cross-sell.

Why It Might Be a Fit

This role requires a high level of business acumen, proficiency with MS Office, Google Workspace, and 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, comfort in 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.

Requirements

  • 2+ years of Account Management/Customer Success preferably in the technology or SaaS space
  • Experience in supporting multiple products and expanding customers into new products (Upsell/Xsell)
  • Bachelor's degree or 4+ years of equivalent work experience
  • Edtech experience preferred

Benefits

  • Employee Share Scheme
  • Enhanced holiday & family leave
  • Tech Allowance
]]>