Customer Success Manager (Copy) (Copy)

curiouscardinals.com•San Francisco, CA

About The Position

We are looking for an ambitious Family Success Specialist with a focus on Customer Support & Success, who is excited to join a small but mighty team that is revolutionizing the way students learn and pursue their passions. This role will be responsible for driving customer satisfaction and loyalty by optimizing the student and parent experience. The ideal candidate will be able to be both hands-on and strategic. The Ops Manager is responsible for supporting customer inquiries as they arrive while building playbooks and standardizing processes in order to improve operational efficiency and experiences across the customer lifecycle. If you are a curious, systems-minded operator with a strong work ethic and excellent communication skills, let’s talk! If you are passionate about education and are excited to join an early-stage startup with ambitious goals, hesitate no more!

Requirements

Experience using AI tools to build workflows, agents, or automated customer support systems
Strong analytical skills; experience using SQL and spreadsheets to segment customer data and scale outreach
Proficiency with CRMs (e.g., HubSpot) to build workflows, lists, and automated, personalized outreach
Highly organized with strong documentation practices to support scalable, individualized customer engagement
At least 2 years of experience in an operations, customer success, or account management role
Deep understanding of the needs and psychology of students and parents navigating K–12 education and the college process
Excellent verbal and written communication skills with the ability to represent the brand effectively across diverse audiences
Metrics-driven mindset with the ability to analyze data, identify trends, and turn insights into action
Systems thinker with a passion for improving onboarding, retention, and lifetime value through better processes and tooling
Comfortable managing multiple priorities, meeting deadlines, and iterating quickly in a fast-paced environment
Entrepreneurial, tech-minded, and motivated to continuously improve operational efficiency
Passionate about reimagining the future of K–12 education

Responsibilities

Work with a team of customer support specialists to provide timely, thoughtful responses to guardians’ and students’ questions and concerns
Serve as the primary day-to-day point of contact for assigned customer accounts post-sale
Facilitate clear, consistent communication between mentors and guardians/students to monitor match fit, engagement, and overall satisfaction
Engage directly with families to understand students’ academic needs, extracurricular commitments, and evolving goals
Monitor consistency of scheduled mentor sessions and identify opportunities to increase engagement, retention, and session frequency
Identify, segment, and prioritize re-engagement opportunities using customer data, engagement history, and behavioral patterns
Conduct personalized outreach via email, text, and phone to re-engage paused, seasonal, and at-risk customers and build systems for every manual outreach to scale this
Gather insights on seasonal changes, academic transitions, and family needs to provide additional value and tailored solutions
Ensure smooth transitions for guardians and students experiencing mentor changes by closing rematch deals
Make thoughtful mentor recommendations based on student needs, learning styles, and mentor availability
Lead renewal & upsell conversations and ensure customers are successfully retained and locked in for the school year
Work through comprehensive customer spreadsheets and internal tools to track engagement, identify trends, and inform outreach strategy
Use data analysis to identify seasonal upsell opportunities, service gaps, and additional customer needs
Proactively communicate product updates and policy changes to relevant stakeholders and customers
Collaborate cross-functionally with Sales, Marketing, Engineering, Product, and Mentor Management to share customer insights and improve experiences
Drive improvements in tooling, workflows, and process documentation to increase efficiency and scale customer operations
Contribute to playbooks, process improvements, and strategic planning initiatives across the customer experience organization
Partner with leadership to develop customer segmentation strategies and engagement frameworks
Support cross-functional coordination between sales, operations, and mentor management teams
Participate in accountability sessions, planning meetings, and retrospectives
Provide customer insights and feedback to inform broader business and product decisions