Portfolio Customer Success Manager

Qoria•New England, ND

7d•$65,000 - $75,000

About The Position

The Portfolio Customer Success Manager builds relationships with existing customers, proactively resolves their challenges, and increases product usage through data analysis, training, and support. The role owns retention and revenue growth across a defined territory, helping customers adopt and expand their use of the Linewize Product Suite through upselling, cross-selling, and solution-oriented guidance. The position aims to improve customer satisfaction and success while reducing churn and increasing revenue. The manager supports a portfolio of customers through email outreach, phone calls, meetings, and product check-ins. They maintain accurate CRM records, identify customer challenges early, and work cross-functionally to address them. The role offers autonomy and support to meet clear goals, and provides opportunities for career progression and exposure to in-house technology.

Requirements

At least 2 years of account management or customer success experience, preferably in technology or SaaS.
Experience supporting multiple products and expanding customers into new products through upselling and cross-selling.
Bachelor's degree or at least 4 years of equivalent work experience.
Strong business acumen.
Proficiency with Microsoft Office, Google Workspace, and CRM software.
Excellent communication and presentation skills.
Strong interpersonal skills and ability to build and maintain relationships quickly.
Ability to prioritize customers and projects and manage multiple escalations.
Strong organizational and time-management skills.
Comfort using data to inform outreach, calendar management, and task assignment.
Desire to solve customer problems and grow customer usage and product adoption.
Ability to work effectively as part of a team to support customer success.
High level of empathy for customers and internal stakeholders.

Nice To Haves

Edtech experience.

Responsibilities

Own retention and growth of annual recurring revenue from existing customers in a defined territory.
Build customer relationships and act as a trusted advisor and advocate.
Identify customer challenges early and work cross-functionally to resolve them.
Maintain accurate CRM records, including customer contacts, products, and district information.
Increase customer usage and expand adoption of the Linewize Suite through upselling and cross-selling.
Maintain a high retention rate across the customer portfolio.
Manage existing customer relationships through email outreach, phone calls, meetings, and product check-ins.
Support customer adoption of the Linewize Product Suite through solution-oriented support and expansion efforts.
Increase customer satisfaction with and enjoyment of the Linewize Product Suite.