Portfolio Customer Success Manager

Qoria•San Diego, CA

21h

About The Position

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. You will have clear goals with the autonomy and support to ensure you are able to achieve your goals and help the company achieve its goals.

Requirements

2+ years of Account Management/Customer Success preferably in the technology or SaaS space
Experiencing support multiple products and expanding customers into new products (Upsell/Xsell)
Bachelor’s degree or 4+ years of equivalent work experience
High level of business acumen
Proficiency with MS Office, Google Workspace, 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
Comfortable 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

Nice To Haves

Edtech experience preferred

Responsibilities

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
Maintain accurate CRM data for customers, including contact, product, and broader district data
Increasing usage and growing the customers within the Linewize Suite through upsell and cross-sell
Maintain a high retention rate within your customer base
Manage a portfolio of existing customers, with a goal of increasing customer usage and supporting customer concerns via email outreach, phone calls, meetings, and product check ins
Support the customer’s adoption of the Linewize Product Suite through solution oriented support and expansion efforts.
Increasing customers satisfaction and enjoyment of the Linewize Product Suite