• Managing customers on all levels: technical, business, and product to help them succeed. • Managing and growing relationships with Key Clients (stakeholders). • Identifying opportunities and potential challenges. • Ensuring partner satisfaction through proactive engagement and regular check-ins. • Introducing clients to new features and handling feature releases. • Providing client feedback internally. • Acting as a liaison between partners and internal teams (Sales, Solution Architects, Partners, Product Management, Legal and Marketing).

• Understand how our customers want to use SuccessKPI and help make these aspirations a reality • Be the customer companion on their journey through on-boarding, adoption and a lifetime of success. • Collaborate across SuccessKPI departments and customize the response to the needs of our customers • Be a part of an Account team that manages enterprise accounts consisting of Fortune 10 and Fortune 50 companies and responsible for Annual Recurring Revenue of $2-5MM. • Become the primary point of contact for customers and the voice that communicates use case/requirements/expectations in a way that is actionable for Marketing, Sales, Support, Services, and Product teams at SuccessKPI. • Manage updates in our customer relationship management tools • Learn the technical nuances of customers’ configurations and act as an initial layer of support and guidance and work closely with support on other needs • Understand the concepts and importance of identifying growth areas in existing customer base • Help build expansion opportunities – passive selling • Travel as needed to support Customer meetings, trainings, or other company meetings & business (required travel typically less than 20%)

• Own and manage a portfolio of district and charter school partners through the customer journey • Provide end-to-end support to finalize schedules; this will require problem-solving through complicated constraints and unique school needs • Develop strategic relationships with key stakeholders including lead schedulers, principals, district leaders, and other members of the scheduling teams • Track success metrics for each partner, ensuring high levels of satisfaction and renewal rates • Serve as a strategic thought partner to district and school-based teams to ensure their schedule aligns to their unique priorities • Drive the end-to-end implementation process for each partner across a portfolio of schools • Lead onboarding and training for new and returning partners • Support the data integration process by collaborating with partners’ IT teams and the data integration team, owning aspects of the data transfer process (e.g., appropriately structuring data files for upload into the app) • Troubleshoot complex technical issues as the external representative of the company, with support from the product & engineering team • Communicate and coordinate cross-functionally across sales & marketing and product & engineering teams to share customer feedback and relevant insights into implementation that will improve sales, product, and the overall solution

A Client Success Manager II has a background in Higher Education and/or Client Services (through Jenzabar or an outside institution or company; 2+ years). This role would cover clients primarily in New Jersey, Pennsylvania, and some international clients (limited travel to Canada). Essential Tasks - Maintain positive client relationships to maximize product/service satisfaction - Act as a liaison between organization and clients - Leverage data captured in other areas of Jenzabar to personalize and address client’s needs and ROI - Client Service training for continuous improvement - Visit and/or conduct annual reviews with each client - Identify, develop, and maintain strategic relationships with senior level contacts - Integral part of strategizing on accounts with Account Executive & Sales Manager to establish future sales - Collects feedback on how products are meeting the needs of the client and identifying how this can be improved - Represent Jenzabar at related regional conferences within your territory - Deeper level of understanding of our 3rd party relationships and opportunities & positioning - Visit clients on campus in the US and Canada annually - Ability to travel 25-50% - Other tasks as assigned Preferred Skills and Experience - Bachelor’s Degree - Background in Higher Education – understand industry  - Prior experience as an Account Manager for a company specializing in products specific to the Higher Education space is a plus - Strong communication skills and a positive attitude The pay range for this position is $48,000-$60,000/year; however, base pay offered may vary depending on job-related knowledge, geographic location, skills, and experience. This position is eligible for an annual bonus in addition to a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.