Client Success Manager - Northeast, USA Territory

Sage • Washington, DC

19h • Hybrid

About The Position

The Corwin Client Success Manager is responsible for building and nurturing long-term relationships with Corwin clients in the K12 education sector, ensuring client satisfaction and delivering outstanding service on all consulting engagements. This role will focus on managing existing accounts and fostering growth by upselling and cross-selling additional services and resources to meet the specific needs of schools and districts. The ideal candidate is a proactive relationship-builder with a strong background in account management and sales, ideally within the education or professional services sector. This role is crucial for ensuring client retention, expansion of services, and overall territory growth. Client Success Manager (CSM) will work closely with Senior Professional Learning Advisor (SPLA) to provide a seamless client transition from SPLA to CSM.

Requirements

• Bachelor’s degree or equivalent experience in business, education, sales, marketing, or a related field preferred
• Minimum of 3-5 years of experience in account management, client success, or sales, preferably within the K12, education, or professional learning sectors.
• Proven track record of meeting or exceeding sales targets, with experience in upselling and cross-selling.
• Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients at all organizational levels.
• Strong organizational and project management skills, able to handle multiple accounts and priorities simultaneously.
• In-depth knowledge of the K12 education landscape, including current challenges, trends, and professional learning requirements.
• Ability to work independently as well as collaboratively in a team environment.
• Proficiency in CRM software, Microsoft Office Suite, and virtual communication tools.
• An outcome-focused attitude with strong analytical skills for tracking sales and engagement metrics .

Nice To Haves

• Experience with professional learning and development programs for K12 educators.
• Familiarity with curriculum development, educational consulting, or related fields.

Responsibilities

• Serve as the primary point of contact for assigned K12 clients, managing and strengthening relationships with key collaborators at school districts.
• Understand client needs and goals, advocating for their success and aligning services with their objectives to ensure satisfaction and retention.
• Conduct regular check-ins, updates, and reviews with clients to measure satisfaction, track performance metrics, and identify areas for improvement. Implement the Key Accounts process for any client engaging in a complex Corwin professional learning project.
• Conduct all planning/pre-engagement (PEC) calls for their assigned territory states. Conduct post-engagement conversations after every professional learning engagement and again at the end of a contract term, looking for opportunities to upsell, cross-sell, and extend the life of a partnership with Corwin client.
• Work closely with internal teams, including SPLA and Professional Development Coordinator (PDC), Faculty and Corwin consultants, to provide excellent client service.
• Attain and exceed renewal client sales targets by identifying upselling and cross-selling opportunities within existing accounts for additional services and resources to extend and deepen clients’ professional practice.
• Develop and implement Annual Territory Plan, updating quarterly, focusing on growth and expansion of services in the assigned territory. Incorporate market research for specified states and accounts into strategy for Territory Plan.
• Prepare and deliver proposals, contracts, and presentations to clients that effectively communicate the value of additional offerings. Collaborate with Corwin Purchasing Advisor to support application for RFPs from territory states and accounts, as needed.
• Track and report on key performance metrics, forecasting sales targets, and pipeline opportunities for each account.
• Support and sell Corwin Institutes within specified territory, including assistance with marketing strategy, driving registrations from identified accounts, scheduling meetings with clients during Institute. Follow-up with Institutes attendees from specified territory and accounts (renewal/engaged clients) to upsell and cross-sell into new Corwin services and resources.
• Act as a consultative advisor for clients, offering guidance on protocols in professional learning and other relevant education solutions.
• Provide ongoing consultation to clients on product utilization and protocols to ensure that they achieve maximum value from our services, with high likelihood for renewal.
• Collaborate with marketing and product development teams to inform and enhance products and services based on client feedback and evolving needs in the K12 space.
• Maintain up-to-date records of client interactions, sales activities, and engagement details in MS CRM and other tracking systems.
• Participate in regular 1:1 meetings with manager to discuss and share account status, client satisfaction, and territory performance.
• Participate in training sessions, team meetings, and professional development activities to stay current on industry trends, client needs, and company offerings.

Benefits

• PPO medical, dental, and vision care benefits package with Sage covering most of the premium costs.
• Company-sponsored anniversary trip every 5 years.
• 401(k)-matching program of 100% up to 5% of pay.
• Financial support for bachelor's and graduate-level degree programs.
• Financial support for learning for personal interest.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree