Givebacks

Customer Success Manager – SSO

Givebacks

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Junior

About the role

  • Own and manage a portfolio of accounts with full revenue accountability.
  • Conduct structured account research to understand account priorities, funding initiatives, organizational structure, and expansion pathways.
  • Develop documented account growth plans outlining cross-sell and upsell targets, timelines, and stakeholder mapping.
  • Identify white space opportunities across products, departments, and affiliated organizations (PTAs, SSOs, schools).
  • Maintain detailed CRM hygiene, tracking expansion strategy, contacts, and opportunity stages.
  • Proactively identify and pursue expansion opportunities across revenue-generating products.
  • Drive cross-sell motions into new accounts within school buildings.
  • Lead value-based conversations that align product capabilities to customer goals.
  • Meet or exceed assigned transaction volume targets.
  • Research and engage new stakeholders within existing districts and school networks.
  • Build multi-threaded relationships across finance teams, administrators, PTA leaders, and operational staff.
  • Conduct targeted outreach campaigns within your portfolio to unlock expansion.
  • Leverage usage data, product analytics, and customer signals to prioritize prospecting efforts.
  • Monitor product usage trends to identify growth signals and risk indicators.
  • Conduct business reviews that focus on value realization and future expansion opportunities.
  • Ensure strong renewal positioning through measurable impact and expanded platform footprint.
  • Partner with Sales when expansion opportunities require formal contracting.
  • Work closely with Support and Implementation to ensure smooth adoption of upsold features.
  • Provide actionable customer insights to Product to inform roadmap priorities.
  • Share successful account strategies and playbooks across the Customer Success team.

Requirements

  • 1–3 years of experience in Customer Success, Account Management, or Account Executive roles (SaaS preferred).
  • Experience carrying revenue, growth, or expansion targets.
  • Proven ability to drive cross-sell and upsell within existing accounts.
  • Experience working within a CRM (HubSpot preferred).
  • Strong research and territory/account planning skills.
  • Familiarity with the K–12 education or nonprofit space is a plus but not required.
Benefits
  • Unlimited Paid Time Off
  • Flextime Options
  • Remote Work Options
  • Paid Holidays
  • Employee Stock Options
  • Paid Parental and Family Medical Leave
  • Full Employee Medical, Dental, and Vision Coverage
  • Flexible Spending Account
  • 401(k) Plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementrevenue accountabilityaccount growth planningcross-sellupsellCRM managementdata analysisbusiness reviewscustomer insightsterritory planning
Soft Skills
relationship buildingcommunicationproactive identificationstrategic thinkingcollaborationvalue-based conversationresearch skillsorganizational skillsstakeholder engagementcustomer success