Customer Success Consultant

Reposted 11 Days Ago
2 Locations
In-Office or Remote
Mid level
Healthtech
The Role
The Customer Success Consultant is responsible for driving business growth through strategic sales, managing partner relationships, ensuring successful onboarding, and collaborating with cross-functional teams for enhanced customer engagement.
Summary Generated by Built In

Key Responsibilities

Sales & Growth

· Develop and execute go-to-market strategies to expand business within assigned regions.

· Conduct market research and build targeted prospect lists using disciplined prospecting methods.

· Drive new business opportunities through cold calling, networking, and industry events.

· Prepare compelling proposals, quotations, and RFP responses.

· Maintain accurate forecasting and pipeline management in Salesforce CRM.

Partner Success & Retention

· Manage onboarding and implementation for new partners, ensuring successful rollout and adoption.

· Conduct periodic check-ins and goal reviews with partner leadership teams.

· Oversee renewals and payment processes, collaborating with the Renewal team.

· Lead cross-functional teams to analyze usage trends and implement strategies for increased adoption.

· Deliver training sessions, webinars, and create knowledge resources as needed.

Strategic Collaboration

· Represent your product line on the Operations Council to identify trends and influence product evolution.

· Collaborate with marketing and product teams to design campaigns and services that meet partner needs.

· Identify and develop new billable services to address evolving customer challenges.

What We’re Looking For

· Experience: 3–5 years of proven success in EdTech SaaS sales and/or customer success.

· Skills:

o Strong consultative selling and solution-based approach.

o Expertise in relationship management and account growth strategies.

o Ability to deliver training and communicate effectively with educators and leaders.

o Proficiency in Salesforce CRM and Microsoft Office Suite.

· Traits:

o Entrepreneurial mindset, results-driven, and highly persistent.

o Growth-oriented with strong analytical and problem-solving skills.

· Education: Bachelor’s degree or equivalent experience.

What We Offer

· Competitive salary plus commission structure.

· Comprehensive medical, dental, and vision coverage from day one.

· Employee stock ownership and 401K matching programs.

· Generous vacation and personal leave.

· Opportunities for career growth and creative expansion.

Skills Required

  • 3-5 years of experience in EdTech SaaS sales and/or customer success
  • Strong consultative selling and solution-based approach
  • Expertise in relationship management and account growth strategies
  • Ability to deliver training and communicate effectively with educators and leaders
  • Proficiency in Salesforce CRM and Microsoft Office Suite
  • Bachelor's degree or equivalent experience
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The Company
185 Employees

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