WeVideo

Customer Success Manager

• Act as the primary point of contact for a portfolio of WeVideo clients, guiding them through the customer journey from onboarding to renewal.
• Proactively monitor customer health and usage data to identify and mitigate churn risks, while also pinpointing opportunities for expansion/upselling by partnering with our sales teams on outreach.
• Develop and execute strategic success plans that align WeVideo's platform capabilities with the customer's desired business or educational outcomes.
• Track customer usage, feature adoption, and general sentiment within the platform to identify users who may need additional support or training.
• Maintain accurate records of all client interactions, activities, and account health within Salesforce for data management and client interactions.
• Be the voice of the customer internally, collaborating with Product, Sales, and Marketing teams to improve the user experience, product performance, and overall client satisfaction.
• Lead Monthly and Quarterly Business Reviews (QBRs) and high-touch presentations to showcase value and demonstrate ROI.
• Cultivate a deep curiosity to go beyond the designated role by creating and curating helpful assets and resources to enhance client support and drive feature adoption.

Account Executive

• Drive Sales & New Logo Acquisition: This is an outside sales role perfect for a candidate with a hunter mentality. Focus on identifying, prospecting, and closing new logos within K12 institutions and businesses.
• Develop a strategic approach to penetrate untapped markets, build your pipeline, and expand our market presence.
• Engage in proactive outbound outreach and outside sales activities, including onsite visits, meetings with key stakeholders, and attending relevant industry conferences and events.
• Responsible for sourcing 90% of your own pipeline build and must have effective strategies and tactics to consistently hit pipeline sufficiency targets including daily cold call prospecting and multi-channel outbound communication.
• Travel is a required part of the role. Build rapport in person to strengthen relationships and close deals faster.
• Maintain a deep understanding of the K12 sector. Knowledge or experience in the public, private or charter school sector is ideal for candidacy.
• Deliver targeted product demonstrations and presentations that highlight the value and ROI of WeVideo’s platform for educational institutions.
• Navigate long and complex sales cycles and build multi-level relationships with key decision-makers in schools.
• Work closely with marketing, product, and customer success teams to align sales strategies, develop go-to-market plans for the K12 vertical, and ensure smooth client onboarding.
• Develop and maintain strong relationships with key decision-makers at schools.
• Lead contract negotiations, ensuring mutually beneficial agreements that align with both client needs and company objectives.
• Keep up-to-date with industry trends, competitive landscape, and K12 policies to inform sales strategies.
• Regularly report on sales activities, pipeline status, and forecasted revenue to senior management. Maintain pipeline health by analyzing pipeline reports and keeping the CRM up to date.
• Utilize the sales technology tools daily to increase efficiency and effectiveness in the sales role.

Sales Operations Manager

• Establish and maintain data infrastructure; data governance; dashboards and reports; sales funnel analysis; forecasting cadence; optimize sales workflows; manage sales tools; enablement; territory and quota design; compensation modeling; cross-functional collaboration; data-driven decision making; leadership and strategic planning; scalable processes; focus on customer lifecycle; integration with Marketing, Finance, Product; participate in leadership meetings; regular/Ad-hoc reporting; KPI tracking.