Customer Success Associate (14-month Contract)

Posted 2 Days Ago
Hiring Remotely in Toronto, ON, CAN
In-Office or Remote
70K-75K Annually
Junior
Edtech • Software
The Role
Manage a portfolio of school and district accounts to drive renewals, adoption, and retention. Build success plans, deliver web-based training, address client issues, document interactions in Salesforce, escalate product bugs, and collaborate with internal teams to improve client outcomes and support revenue growth.
Summary Generated by Built In
Xello is looking for a Customer Success Associate
(14-month Contract)
__Who are you?

You believe that a company’s success depends on its clients’ success. You are passionate about cultivating and maintaining strong relationships with new and existing customers, and you’ve got the interpersonal and planning skills to back it up.  You have a proven track record of successful client management, preferably in SaaS. Due to your focus on delivering value to clients with every interaction, they perceive you as a trusted advisor and advocate. You can quickly and efficiently resolve clients’ problems using an ingenious mix of empathy, critical thinking, and practical advice. Above all, you identify with our mission of empowering educators with tools to help students plan their successful futures.

As an integral part of Xello’s client-facing team, you will ensure the health, satisfaction, and success of our school and school district accounts. As the primary contact for your clients, you’ll reach out frequently for updates, respond to their questions, learn about their needs, and propose appropriate solutions. Your enthusiastic and proactive support will inspire deeper client engagement with Xello, resulting in client retention and incremental revenue growth. You will also assist Xello in our own quest for continual improvement by analyzing our processes and helping us shape our customer engagement strategy.

Sound exciting to you? Read on!
 

Please note that the successful candidate for this role will be based remotely in Canada.


What you’ll do…

  • Manage renewals, drive revenue growth, and limit churn with your assigned portfolio of accounts
  • Build and actively manage relationships with clients in order to increase product adoption and satisfaction
  • Develop achievable success plans with school districts that reflect their resources and ensure their goals are achieved 
  • Share best practices for the successful implementation of Xello
  • Regularly connect with clients to monitor account health, address concerns, escalate important issues, and manage difficult conversations when necessary
  • Nurture retention by proactively engaging with clients to gain insights, communicate new and improved features, analyze issues, and foster add-ons and upselling
  • Coordinate and schedule web-based training sessions 
  • Act as an advocate for both the client and Xello to ensure appropriate resolutions
  • Manage and resolve client issues through collaboration with internal teams, including product development, client solutions, sales, and onboarding
  • Document all client interactions and create leads in Salesforce (CRM) 
  • Assess and report product bugs
  • Share insights, experiences, and lessons learned with your team

What we’re looking for… 
  • 1-2 years of demonstrated experience managing clients with high levels of satisfaction and retention, preferably in a SaaS environment
  • Proven track record of building strong relationships, supporting client success, and delivering value to clients with every interaction
  • Strong problem-solving, decision-making, and analytical skills, with the ability to think creatively and be resourceful when assisting clients
  • Excellent written and verbal communication skills
  • A keen attention to detail, and highly organized when it comes to information management, planning, and time management
  • Self-directed, with the ability to effectively prioritize and manage multiple projects/tasks of varying complexity
  • Ability to thrive in a fast-paced, agile work environment, where working under pressure and without supervision is the norm
  • Enthusiastic about learning and implementing new solutions and technologies 
  • Experience using Salesforce or similar customer relationship management (CRM) system
  • Proficiency with G-Suite
The compensation for this role offers an OTE ranging from $70,000 to $75,000, combining base and incentive. The final offer will be determined based on the candidate's experience and expertise, as assessed during the interview process. 

Skills Required

  • 1-2 years of demonstrated experience managing clients with high levels of satisfaction and retention
  • Experience in a SaaS environment
  • Proven track record of building strong client relationships and delivering value
  • Strong problem-solving, decision-making, and analytical skills
  • Excellent written and verbal communication skills
  • Keen attention to detail and strong organizational and time management skills
  • Self-directed with ability to prioritize and manage multiple projects/tasks
  • Ability to thrive in a fast-paced, agile work environment
  • Enthusiastic about learning and implementing new solutions and technologies
  • Experience using Salesforce or a similar CRM system
  • Proficiency with G-Suite
Am I A Good Fit?
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The Company
HQ: Toronto, Ontario
250 Employees
Year Founded: 1997

What We Do

Xello is the only online college and career readiness program that’s inclusive, engaging, and empowering for your entire district community. Established in 1997, Xello is currently used by over 20,000 institutions across North America, including schools, employment agencies, libraries, colleges, and universities. Xello’s mission is to help anyone, anywhere in the world create a successful future through self-knowledge, exploration, and planning. Started by three friends who sought a way to answer the “what’s the right path for me” question, our online software programs are used globally by millions of students, educators, and adults. Xello is committed to continually updating and improving our products to better serve clients now and in the future. To this end, we invest heavily in research and development, we listen carefully to our clients'​ needs and expectations, and we seek out complementary partnerships and alliances to ensure Xello remains at the forefront of future readiness.

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