Client Experience Associate, Customer Success

Otus

Client Experience Associate joining the Customer Success team at Otus. Supporting K-12 districts in onboarding, adoption, and retention efforts for the Otus platform.

Posted 6/1/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

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Applicant Tracking System Keywords

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Hard Skills

SaaS salesaccount managementeducational technologyadoption planningclient health monitoringtechnical troubleshootingdata analysisclient onboardingimplementation workflowsupselling

Soft Skills

communication skillsinterpersonal skillsorganizational skillsprioritization skillsadaptabilitypatienceprofessionalismrelationship buildingconsultative approachengaging presentation skills

Tools & Technologies

SalesforceHubSpotCatalystIntercomJiraCRM systemsproject management toolsOtus platformdata tracking systemsclient feedback documentation

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

K-12 educationclient experiencerenewal conversationsstrategic client meetingsclient engagementthird-party dataprofessional developmenteducator perspectivesclient valueadoption risks

About the role

Key responsibilities & impact

Support clients throughout the onboarding and implementation process.
Develop a strong understanding of each client’s goals, structure, timeline, and success criteria.
Learn Otus implementation workflows, including rostering, integrations, 3rd party data, training needs, and adoption planning.
Address a range of client technical and workflow questions, from basic to advanced, collaborating with teammates as needed.
Monitor client health, usage, engagement, and progress toward goals.
Identify potential risks, gaps in adoption, or opportunities to increase client value.
Assist in preparing for Annual Business Reviews, renewal conversations, and strategic client meetings.
Use internal systems to track client health, adoption trends, risks, opportunities, and next steps.
Partner with Client Experience Partners to ensure clients receive timely, thoughtful, and proactive follow-up.
Help connect client goals to relevant Otus workflows, features, services, and resources.
Use client goals, usage data, and relationship insights to identify opportunities for clients to deepen usage, expand workflows, or increase the value they receive from Otus.
Identify potential upsell and expansion opportunities to Client Experience Partners and Sales when aligned to client needs.
Communicate product value clearly and confidently to administrators, teachers, and district leaders.
Develop a consultative approach by understanding each client’s needs, challenges, goals, and current product usage.
Support campaigns, events, webinars, and client touchpoints that drive adoption and engagement.
Help facilitate onsite or remote Otus training sessions, professional development workshops, and webinars.
Collaborate with Client Experience, Support, Community, Marketing, and Product teams to ensure educator perspectives and client needs are reflected in Otus communications and resources.
Develop a deep understanding of the Otus platform and stay informed on the latest product updates and releases.
Deliver exceptional product and technical support with timely follow-through.
Manage client technical cases, address questions, troubleshoot issues, coordinate next steps, and collaborate cross-functionally to resolve client needs.
Track and document client feedback, feature requests, and recurring themes.
Participate in release meetings and share client perspectives with internal teams.

Requirements

What you’ll need

Prior experience in K-12 education, with an understanding of how schools or districts operate and the needs of educators, administrators, and/or district leaders.
3+ years of experience in SaaS sales, account management, or educational technology in a client-facing revenue role.
Experience supporting renewals, account health, adoption planning, expansion opportunities, or strategic client conversations.
Familiarity with CRM, customer success, support, or project management tools such as Salesforce, HubSpot, Catalyst, Intercom, Jira, or similar systems.
Comfort using client goals, usage data, and relationship insights to identify adoption risks and opportunities to increase client value.
Strong communication and interpersonal skills, including the ability to build relationships with a variety of stakeholders.
Engaging verbal and written communication skills, including comfort level in presenting to adult learners and district leaders.
Strong technical aptitude and ability to troubleshoot client questions.
Strong operational and data-driven mindset.
Strong organizational and prioritization skills with careful attention to detail.
Patience, professionalism, and adaptability when working through complex issues and a variety of client personalities.
Motivation and desire to help others.
Foreign language skills, especially Spanish, are a plus.
Minimum of an earned Bachelor’s Degree.
Ability to travel up to 30% nationally.

Benefits

Comp & perks

Excellent Medical, Dental and Vision coverage effective day 1 of employment
20 PTO days per year
5 Sick days per year
16 Holidays per year, including your birthday and a day to do something you love
12 weeks of full paid parental leave for the care of a new child
$1,500 Annual Professional Development/Tuition Reimbursement Benefit
Employer Paid Life and Short & Long Term Disability Insurance
401K Plan with a Safe Harbor Employer Match (up to 4%)
$500 per year Work From Home Allowance
MacBook Pro and an additional monitor for your home office
Company SWAG