Fast Facts

Xello seeks a Customer Success Manager for an 18-month contract focused on fostering strong relationships with school district clients in a SaaS environment. The ideal candidate will manage client accounts, drive revenue growth, and ensure client satisfaction while working remotely from Canada.

Responsibilities: Manage account renewals, foster partnerships, develop success plans for school districts, facilitate product training, and engage with clients to retain business and drive growth.

Skills: Strong account management, relationship building, problem-solving, communication, and organizational skills; proficiency in Salesforce and G Suite; bilingualism in English and French is a plus.

Qualifications: 2+ years of SaaS account management experience, demonstrated success in client retention, and ability to effectively prioritize multiple tasks in a fast-paced environment.

Location: Remote position available only in Canada, with less than 15% travel required.

Compensation: $80000 - $90000 / Annually

Xello is looking for a Customer Success Manager (18-Month Contract)

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Who are you?

You believe that a company’s success depends on its clients’ success. You are passionate about cultivating and maintaining strong relationships with new and existing customers as their primary point of contact, and you’ve got the interpersonal and strategic planning skills to back it up. You have a proven track record of successful account management, preferably in SaaS. Due to your focus on delivering value to clients with every interaction, they perceive you as a trusted advisor and advocate. You can quickly and efficiently resolve clients’ problems using an ingenious mix of empathy, critical thinking, and practical advice. Above all, you identify with our mission of empowering educators with tools to help students plan their successful futures.

Working collaboratively with Xello’s customer success, solutions, sales, product and onboarding teams, you would ensure the health, satisfaction, and success of our school district accounts. As the primary contact for school district leads, you’ll reach out frequently for updates, respond to their questions, learn about their needs, and propose appropriate solutions. Your enthusiastic and proactive support will inspire deeper client engagement with Xello, resulting in client retention and incremental revenue growth. You will also assist Xello in our own quest for continual improvement by analyzing our processes and helping us shape our customer engagement strategy.

Sound exciting to you? Read on!

What you’ll do…

Manage renewals, drive revenue growth, and limit churn with your assigned portfolio of accounts
Foster long-term partnerships, ensuring Xello is a trusted solution that meets each client’s evolving needs.
Develop an achievable success plan with each school district contact that reflects their resources and ensures their goals are achieved
Share best practices for the successful implementation of Xello
Ignite clients’ excitement about Xello, help them identify new opportunities for increasing usage to solve business needs, and coach them on the best ways to achieve their goals
Converse with clients consistently to assess account health, identify and review product implementation goals, address concerns, escalate important issues and have difficult conversations when necessary
Nurture retention by proactively engaging with clients to gain insights, communicate new and improved features, analyze issues, and foster add-ons and upselling
Work with clients to identify goals and key performance indicators, and regularly review these goals with them
Coordinate, schedule, and facilitate web-based training sessions and in-person product demonstrations
Learn about school district initiatives and look for new activities Xello can support
Based on client interactions and key metrics, provide early identification of potential client issues and address them
Manage and resolve client issues through collaboration with internal teams, including product development, client solutions, sales, and onboarding
Act as an advocate for both the client and Xello to ensure appropriate resolutions
Document all client interactions and create leads in Salesforce (CRM)
Assess and report product bugs
Attend client and industry-related events, such as conferences, throughout the year
Share insights, experiences, and lessons learned with your team
Protect the confidential and private information that you may come in to contact within the course of your work and uphold the ethics and integrity of Xello’s code of conduct

What we’re looking for…

2+ years of demonstrated experience managing accounts with high levels of success and retention, preferably in a SaaS environment
Proven track record of building strong relationships, being accountable for client success, and delivering value to clients with every interaction
Strong problem-solving, decision-making, and analytical skills, with the ability to think creatively and be resourceful when assisting clients
Demonstrated experience managing client expectations and having difficult conversations, with a focus on reaching positive outcomes
Excellent written and verbal communication skills and presentation skills
A keen attention to detail, and highly organized when it comes to information management, planning, and time management
Experience working in a SaaS environment
Self-directed, with the ability to effectively prioritize and manage multiple projects/tasks of varying complexity
Ability to thrive in a fast-paced, agile work environment, where working under pressure and without supervision is the norm
Enthusiastic about learning and implementing new solutions and technologies
Demonstrated ability to work as a team player
Experience using Salesforce or similar customer relationship management (CRM) system
Proficiency with G Suite
Bilingual in English and French is an asset
Willingness to travel (Less than 15% of time)

*Please note this role is remote in Canada only*

The compensation for this role offers an OTE ranging from $80,000 to $90,000, combining base and incentive. The final offer will be determined based on the candidate's experience and expertise, as assessed during the interview process.

We’re Xello - Join us!

We are Xello (CASCAID in the UK), the leading developer of future readiness programs in North America and the UK and soon the world! Our mission is to help anyone, anywhere in the world to create a successful future through self-knowledge, exploration, and planning.

We believe that by bringing our best selves to our work and collaborating with one another, we can change the world. We are a very diverse group of individuals who work hard, laugh often and share in each other’s lives. We are an inclusive, equal opportunity employer.

Embracing agile practices, an innovative mindset, and keeping our users at the heart of what we do, are just a few of the keys to our success.

In addition to working with leading technologies, we are committed to continuous learning and growth through internal/external training and mentoring, which includes a PD budget for every employee.

For our Canadian based staff, we also offer:

Flexible work arrangements including hybrid and remote
4 weeks of vacation
Employer-paid health and dental benefits
4-month top-up for parental leave
Group RRSP with 3% matching

For our US based staff, we also offer:

Remote work environment
4 weeks of vacation
80% employer-paid health benefits
4-month top-up for parental leave
401(k) with 3% matching

For our UK based staff, we also offer:

Remote work environment
28 days annual leave (inc. 3 days at Christmas) + bank holidays. With additional annual leave days added to reward long service

Like what you hear? Apply Now!

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