Customer Success Manager

Posted Yesterday
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Hiring Remotely in Pennsylvania, USA
Remote
45K-50K Annually
Senior level
Healthtech
The Role
Manage and grow a portfolio of K-12 accounts by onboarding, training, and providing ongoing support. Monitor usage and outcomes, conduct regular customer meetings, mitigate attrition risk, drive renewals and upsells, collaborate with internal teams, and represent the company at conferences and trade shows to ensure customer satisfaction and program success.
Summary Generated by Built In

Essential Duties and Responsibilities 

Customer Service and Retention 

  • Serve as the first and primary point of contact to manage and nurture a portfolio of K-12 accounts to maximize satisfaction, retention, and growth 

  • Train and onboard new K-12 customers through the implementation process, ensuring a seamless post-sale transition 

  • Provide ongoing professional development to existing customers on new features and when they assign new contacts or expand usage of their program 

  • Organize and facilitate regular customer meetings to ensure a thorough understanding of the needs of each customer's online learning program; drive high levels of satisfaction through consultative recommendations 

  • Understand and proactively communicate student outcomes and recommend mitigation strategies to effectively address areas of concern 

  • Review account and usage data on a regular basis and ensure corresponding, tailored outreach to each customer 

  • Consistently engage with customers and uncover the "Whys?" behind their feedback to identify root causes and opportunities 

  • Communicate all product enhancements, technological updates, and other pertinent information to customers in a timely and professional manner 

  • Regularly monitor customer attrition risks; outline and document proactive solutions to minimize and mitigate flight risks within your assigned portfolio 

  • Manage difficult customer feedback with high levels of tact and diplomacy 

  • Build relationships by providing consistent value and fostering customer loyalty 

  • Maintain a clear understanding of customer contracts, including pricing, renewal details, and SLAs, through the company's CRM platform 

  • Demonstrate a clear understanding of all course offerings and technical requirements of the program 

  • Resolve customer issues promptly and ensure a positive customer experience 

  • Collect, evaluate, and act on customer data to inform relationship-building and enhancements 

  • Demonstrate the product to existing and prospective customers, as needed 

  • Travel to visit customers or attend conferences and trade shows, as needed 

  • Speak and present at trade shows and conferences, as needed 

 

Customer Growth and Expansion 

  • Proactively identify customer needs and promote tailored solutions 

  • Educate customers on solution value through data-informed relationship building and communication 

  • Consult with customers on K-12 online learning best practices and Harris Digital Learning's solutions 

  • Encourage customers to expand their licensed products and services 

  • Develop relationships with key stakeholders and maintain a focus on business development from customer onboarding through renewal, in joint communication with assigned Sales personnel 

  • Participate in customer expansion projects, as assigned 

 

Cooperation with Internal Teams 

  • Collaborate with internal teams (e.g., Teaching Staff, Course Development, Sales & Marketing, Product and Software Development) to troubleshoot issues and propose enhancements 

  • Attend regular internal meetings and act as the customer representative to ensure that decisions made are customer-focused and data-informed 

  • Assist with customer requests to ensure messaging is consistent, timely, and aligned with each customer's needs 

  • Find a balance between customer needs that will drive revenue and retention, as well as keeping the best interest of Harris Digital Learning in mind 

 

Required Skills and Qualifications 

  • Experience in account management, customer success, and/or K-12 online learning 

  • Keen discernment for solutions that are beneficial to both the customer and Harris Digital Learning 

  • Excellent communication, negotiation, and interpersonal skills 

  • Strong listening and questioning skills to gain a strategic understanding of customer needs and challenges 

  • Ability to build relationships with educational leaders, including principals and superintendents 

  • Strong understanding of curriculum and instruction 

  • Familiarity with Microsoft Office (Excel, PowerPoint, Word, Outlook), Google Drive, and online technologies 

  • Ability to analyze data to measure account performance 

  • Experience using customer relationship management (CRM) systems or inbound marketing, sales, and customer service platforms 

  • Strong understanding of project and program management 

  • Proactive, organized, and adept at managing multiple accounts simultaneously 

  • High degree of flexibility and demonstrated ability to thrive in a fast-paced work environment 

  • Ability to work and think independently within a framework of best practices 

  • Excellent writing skills 

Education and Experience 

  • Bachelor's degree in education, business, or a related field with 5 to 7 years of experience in account management, customer success, or the online learning space 

  • Three to five years of working in a traditional (brick and mortar) or virtual school, OR previous experience in customer success or sales in an educational setting 

  • Experience facilitating or participating in an e-learning or online learning course preferred 

 

Performance Metrics 

  • Client Net Promoter Scores and feedback 

  • Customer retention and attrition risk mitigation within assigned portfolio 

  • Account growth (renewals, increased enrollments, and upsells) 

  • Timely resolution of client concerns and issues 

  • Appropriate escalation of client issues 

  • Contribution to overall Harris Digital Learning revenue goals 

Salary range: $45,000 - $50,000 per year.

Skills Required

  • Experience in account management, customer success, and/or K-12 online learning
  • Bachelor's degree in education, business, or related field with 5 to 7 years of relevant experience
  • Three to five years working in a traditional or virtual school OR previous experience in customer success or sales in an educational setting
  • Familiarity with Microsoft Office (Excel, PowerPoint, Word, Outlook) and Google Drive
  • Experience using CRM systems or inbound marketing, sales, and customer service platforms
  • Ability to analyze data to measure account performance and inform recommendations
  • Strong understanding of curriculum and instruction
  • Ability to build relationships with educational leaders (principals, superintendents)
  • Excellent communication, negotiation, interpersonal, listening, questioning, and writing skills
  • Strong understanding of project and program management; ability to manage multiple accounts
  • Proactive, organized, and able to work independently within best-practice frameworks
  • Willingness to travel to visit customers and attend conferences/trade shows as needed
  • Experience facilitating or participating in an e-learning or online learning course

Harris healthcare Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Harris healthcare and has not been reviewed or approved by Harris healthcare.

  • Leave & Time Off Breadth PTO and paid holidays are characterized as generous, with ample time off emphasized. This breadth of time-off options is highlighted alongside favorable impressions of vacation and sick leave.
  • Flexible Benefits Remote-work flexibility and trust to work from home are emphasized, indicating adaptable arrangements for many roles. Flexibility is positioned as a tangible part of the overall package.
  • Healthcare Strength Core coverage includes medical, dental, and vision, along with life and disability insurance and HSA/FSA options. Health plans are often characterized as good, contributing to a solid foundational offering.

Harris healthcare Insights

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The Company
HQ: Niagara Falls, New York
185 Employees
Year Founded: 1993

What We Do

For over 25 years, Harris Healthcare has been rising to the challenge of bringing together the most innovative and sustainable solutions for today’s ever-changing healthcare environment, in order to improve patient care and safety. Each one of our solutions brings organizational efficiencies on its own. Powerful synergies are achieved when multiple solutions are implemented together. The Harris Healthcare portfolio includes the following solutions: ♦ HARRIS Flex - an enterprise-level EHR solution that improves patient safety and clinical workflows. It includes a full complement of applications integrated in one single database, provides solid clinical decision support to your clinicians and helps standardize care while enforcing protocols and best practices at any Healthcare Organization. HARRIS Flex conveys the digital solution’s flexibility and strength. Healthcare organizations are continuously faced with new challenges and situations and require flexible EHR’s that can be rapidly adapted to their evolving clinical practice. Contrary to other EHR solutions which are inflexible and where customizations require costly support from the vendor, HARRIS Flex gives you the freedom to "flex" your EHR as you need it entirely on your own. The enhanced HARRIS Flex solution comes with new functionality including: ♦Flex Telehealth which enables virtual visits directly from within the EHR/EPR, and ♦Flex Clinical Insight which facilitates extraction and analysis of your EHR/EPR data to improve your processes and outcomes. ♦ SynergyCheck – a proactive interface monitoring solution watching over Clinical, Financial and other interfaces 24/7 to ensure data is flowing between systems

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