Customer Success Account Advisor, K-12 SaaS & Upsell
Overview
Own and grow relationships with K-12 school districts as their trusted advisor for SMART tag, a leading SaaS platform for real-time bus tracking and student safety. Manage a portfolio of existing accounts, driving satisfaction and revenue through upsell and expansion. Partner cross-functionally with Implementation, Support, and Product teams to deliver outcomes. This role stands out for its direct impact on district operations and revenue growth.
What You'll Do7
- 1Serve as the primary contact for assigned school districts, building trust with transportation directors and stakeholders.
- 2Monitor account health and satisfaction, resolving issues promptly to ensure retention.
- 3Identify and execute upsell and expansion opportunities across the SMART tag product suite.
- 4Conduct regular business reviews and product training to maximize customer adoption.
- 5Gather customer feedback and collaborate with internal teams to enhance product and experience.
- 6Maintain accurate customer records in Salesforce and other systems.
- 7Collaborate cross-functionally with Implementation, Support, and Product teams to ensure seamless onboarding and ongoing success.
Requirements10
- 13+ years in Customer Success, Account Management, or similar customer-facing role in SaaS.
- 2Proven track record of growing revenue within existing accounts, with upsell/cross-sell experience required.
- 3Strong relationship-building, communication, and problem-solving skills.
- 4Ability to explain software solutions to non-technical stakeholders.
- 5Self-motivated with strong organizational and time management skills.
- 6Comfortable managing multiple priorities in a dynamic environment.
- 7Willing to work full-time onsite in Georgetown, TX (not remote).
- 8Must pass a background check.
- 9Experience in K-12 education, EdTech, or government/education sales preferred.
- 10Experience managing mid-market or enterprise accounts, with Salesforce familiarity preferred.
Salary Insight
$70 - $90k per year
Location
Required Skills
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