Customer Success Consultant

TX Assoc of School Boa • Austin, TX

47d • Hybrid

About The Position

As a dynamic, people-focused Customer Success Consultant who thrives on building relationships and delivering exceptional experiences, you’ll collaborate with our implementation and sales teams to ensure seamless product deployment for customers, design and lead engaging training sessions across the nation, and work as part of a dedicated team providing responsive customer support. You’ll create impactful content, represent BoardBook at conferences nationwide, and provide actionable insights that drive adoption and long-term success. If you’re a positive, energetic communicator who loves connecting with people and empowering them through technology, this is your opportunity to make a meaningful impact! The Customer Success Consultant will make a meaningful impact by equipping governing boards in school districts, businesses, and non-profits with the training, resources, and support they need to lead effectively. By fostering strong relationships and delivering engaging learning experiences, you’ll help organizations strengthen governance, improve decision-making, and create lasting value for the communities they serve.

Requirements

• Bachelor’s degree from an accredited university.
• 5+ years of experience in training, instructional design, or a related field, with demonstrated success in facilitating both in-person and virtual training sessions for diverse audiences.
• Ability to build strong customer relationships and retain.
• Ability and willingness to travel nationally frequently.
• Ability to analyze engagement data and translate it into actionable strategies.
• Excellent communication and presentation skills.
• Demonstrated ability to manage phone and email communications effectively and professionally.
• Familiarity with adult learning principles and training evaluation methods.
• Proficiency with tools such as Zoom, CRM systems, and analytics dashboards.
• Strong collaboration skills and ability to work cross-functionally and at all levels.

Nice To Haves

• Experience with board meeting management software and user workflows preferred.
• Professional experience in K-12 educational settings is a plus.
• Experience troubleshooting and researching solutions to network, software, and hardware isues.

Responsibilities

• Deliver in-person and virtual training sessions for diverse user groups, including onboarding programs, webinars, tutorials, and conference presentations.
• Represent the organization at conferences nationwide by delivering information sessions and engaging with current and prospective customers as an exhibitor.
• Deliver customer support, providing timely and effective assistance to BoardBook users via phone and email to ensure a positive user experience and maintain strong client relationships.

Benefits

• competitive pay
• rich benefits (including retirement matching of 2:1 up to 5% after one year. This means that if you contribute 5% to the plan, TASB will contribute 10%)
• onsite daycare
• onsite gym
• wellness program
• tuition reimbursement
• remote work options
• flexible schedules

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees