ChalkBooks

ChalkBooks

Founding Customer Success Manager

Palo Alto or Pacific Time Zone hours

Sponsorship not specifiedDetected 144 days ago
Project ManagementCRMOutbound SalesCustomer SuccessCommunication

About the role

  • Independent schools heavily rely on fundraising to run themselves, raising billions for student scholarships and hundreds of billions for new buildings and remodeling.
  • We have developed a best-in-class AI-powered school fundraising CRM, fundraising communication, donor management, task management, and purpose-built embedded fin tech workflows.
  • Fundraising teams in independent schools are already thinly stretched and have to find time to meet ever-growing fundraising goals.

Responsibilities

  • Own the entire post-sales process from the initial onboarding to continued support for up to 100+ customer accounts
  • Develop and execute comprehensive customer success plans, including onboarding, training, and ongoing support
  • Collaborate with product and engineering teams to relay customer feedback and influence product development
  • Strong analytical skills with the ability to leverage data to drive decisions
  • Well-versed in project management and AI tools to drive productivity
  • Excited to be a key contributor to building the customer success playbook that will take us to $100M+ in ARR

Requirements

  • 5+ years of SaaS customer success experience in early-stage startups (Seed+)
  • Proven track record of managing customer relationships and driving customer satisfaction at early stage companies
  • Ability to anticipate customer needs and proactively address them

Compensation

  • With pressure from the Head of School and the CFO, the Director of Advancement and her team must bring anywhere from 10% to 25% of an average school's annual budget and over 90%+ for capital projects.

Benefits

  • Monitor customer health metrics and product usage to proactively address potential issues
  • Passion for improving educational outcomes for K-12 students

Company info

  • Conduct regular business reviews and feedback sessions with customers to ensure alignment with their goals
  • Identify opportunities for upselling and cross-selling to drive additional value for customers

This listing is sourced directly from ChalkBooks's careers page and normalized into a canonical job model.