Enterprise Client Success Manager

ClassWallet$80K — $95K *
US-AnywhereRemote in United States
Education, Government & Non-Profit
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2 years in an Enterprise CSM role, ideally in state or local government sectors.
  • Proven track record of surpassing performance goals.
  • Exceptional written and verbal communication skills.
  • Strong presentation abilities, both online and in-person.
  • Robust skills in business management and negotiation.
  • Capable of fostering relationships with industry influencers and associations.
  • Proficient in CRM and sales automation tools for efficiency.
  • Willingness to travel 10-20% of the time.
  • Preferred PMP Certification for added advantage.

Responsibilities

  • Act as the primary contact for client inquiries and requests.
  • Advocate for clients' needs and manage expectations and contractual commitments.
  • Maximize client value from ClassWallet's offerings.
  • Facilitate clients achieving their defined outcomes.
  • Drive product usage and ensure contract renewals.
  • Identify opportunities for business expansion and growth.
  • Enhance client satisfaction through effective relationship management.
  • Utilize performance metrics to guide action plans.
  • Collaborate with teams to align client goals with internal capabilities.
  • Adapt expectations for internal and external stakeholders as needed.

Benefits

  • Supportive, family-oriented team culture.
  • Emphasis on positive reinforcement and gratitude.
  • Motivated work environment balancing hard work with life balance.
Full Job Description
About the Role

The Enterprise Client Success Manager (ECSM) reports to the Senior Director of Client Success. The successful ECSM will demonstrate integrity and organizational agility through advanced decision making and prioritization skills. With an action-oriented mindset and a sharp focus on delivering results, the ECSM will build trust by independently developing and managing ongoing relationships with assigned clients (often large or enterprise-level organizations. The ECSM will have excellent written and oral communication skills with a high degree of comfort working directly with senior and executive level leaders. The ECSM will participate in team sessions but also be individually accountable for managing their assigned accounts. In addition, the ECSM is expected to creatively contribute to the continued expansion and optimization of ClassWallet's Client Success program with a keen eye toward balancing value delivery between clients and ClassWallet.

Responsibilities
  • Serve as the single point of contact for inbound requests from assigned clients.
  • Advocate internally to manage contractual obligations & client expectations.
  • Maximize the value clients get from ClassWallet solutions.
  • Facilitate achievement of client's desired outcomes.
  • Drive product adoption and contract renewal.
  • Identify expansion and new business opportunities.
  • Build client retention and satisfaction through relationship management.
  • Rely on success metrics and data to determine action plans.
  • Work closely with clients and internal teams (Sales, Product, Marketing, Professional Services, and Support) to ensure alignment with clients' goals & objectives.
  • Set and reset expectations internally and externally as necessary.

Requirements
  • 2 years in an Enterprise CSM role, preferably in a state or local government capacity.
  • Demonstrated experience reaching and exceeding goals.
  • Outstanding written and oral communication skills.
  • Strong online and in-person presentation skills.
  • Superior business, process management, and negotiation skills.
  • Ability to build relationships with industry associations and influential contacts.
  • Ability to use CRM and sales automation and tools to streamline efforts.
  • Willingness to travel (estimated 10-20%).
  • Existing industry experience preferred.
  • PMP Certification preferred and highly desired.

Benefits

ClassWallet is a positive, family-oriented team environment. Our focus is on encouragement, positive reinforcement, and gratitude. We work hard and are highly motivated to win but with a healthy perspective on life.

We offer an excellent salary and benefits commensurate with experience.

About ClassWallet

ClassWallet is a financial technology company that provides a digital wallet platform for K-12 schools. The platform enables schools to manage and disburse funds for various expenses, such as field trips, classroom supplies, and student activities. ClassWallet's platform also provides real-time tracking and reporting of expenses, as well as compliance with state and federal regulations. The company was founded in 2014 and is headquartered in Miami, Florida. ClassWallet has partnerships with over 500 schools and districts across the United States.
Learn more about ClassWallet
Size
50 employees
Industry
Net Income
-$3 million
Founded
2014
5 Year Trend
+50%
Revenue
$5 million
NASDAQ

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