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