Customer Success Manager - HE Advancement

Customer Success Manager

Remote - US

The Opportunity:

Anthology offers the largest EdTech ecosystem on a global scale, supporting over 150 million users in 80 countries. Our mission is to provide dynamic, data-informed experiences to the global education community so that learners and educators can achieve their goals.

We believe in the power of a truly diverse and inclusive workforce. As we expand globally, we are committed to making diversity, inclusion, and belonging a foundational part of not only our hiring practices but who we are as a company.

For more information about Anthology and our career opportunities, please visit www.anthology.com.

The Customer Success Manager (CSM) ensures that customers see value throughout their entire Anthology journey. With a focus on success and retention, the CSM engages with customers to understand their goals and to create and execute plans that achieve partnership objectives, meeting the business needs of customers and Anthology. The CSM works collaboratively with other Anthology teams to ensure customers receive appropriate support, resources, and services, and assists account team members in identifying expansion (sales and services) opportunities. In addition, this CSM role works primarily with personas using Anthology advancement-related solutions and leverages their expertise to create 1:many initiatives and adoption campaigns relevant to these customers. The ideal candidate for this role embraces a customer-first mindset, excels at building relationships and creating raving fans, can confidently solve adoption challenges, and is adept at driving activities that deliver exceptional value to customers in all phases of the lifecycle.   

Primary responsibilities include:  

• Developing strong relationships with customers centered on ensuring their success and business goals achieved
• Developing and implementing account engagement and execution plans to ensure business objectives are met and customer sentiment is positive
• Executing prescriptive playbooks based on customer need 
• Developing an understanding of and responding to customer questions on the full Anthology portfolio of products and services, including their value proposition, the challenges they solve, and how they are supported
• Conducting regular partnership reviews with customers to ensure progress on shared business objectives
• Taking action on customer sentiment information, such as surveys, NPS responses, solicited and unsolicited customer feedback
• Connecting customers to best practice resources and/or recommendations; assisting customers in solving point-in-time challenges; connecting customers with opportunities for engagement in feedback sessions and with research projects as applicable; partnering with the customer to support the overall goal of increased satisfaction and adoption of Anthology solutions 
• Promoting customer engagement in the online Anthology Community, as well as Anthology-hosted virtual and in-person events to facilitate customer opportunities to network, share, and learn from their peers
• Assisting Regional Sales Managers (RSMs) and regional leadership with identifying customer goals/values and cross-sell and up-sell and services opportunities, as well as assisting with renewal proposals
• Acting as the customer’s liaison within Anthology, triaging requests and bringing in the appropriate teams and resources to assist
• Serving as an internal advocate for the customer, helping to drive support and change when necessary to help the customer to achieve their business objectives
• Managing the customer partnership proactively, including monitoring customer health, identifying and managing risk, and escalating customer support or account issues as needed
• Serving as project manager and executing tailored plans both internally and externally, and proactively providing next-step support, including:
  • External: managing the customer experience through appropriate channels, including outreach, meetings, providing recommendations, crafting of responses after internal alignment, executing customer outreach strategies
  • Internal: escalation, identifying and engaging SMEs/Strategists as needed, regular meetings with internal teams to resolve identified issues, providing direction and ensuring focus on customer as well as Anthology business needs
  • Acting as an information conduit from Anthology and the industry to customers, ensuring customers are connected to the latest information on Anthology products and services, resources, and higher education industry trends

• Driving advocacy in the form of references and success stories
• Projecting a favorable public image of the company to promote its objectives and goals and enhance customer relationships
• Building and maintaining relationships across the customer's organization, including with C-suite institutional leadership
• Keeping current on the latest product updates relevant to advancement solutions and consistently providing that information to other members of the CSM org
• Leading select 1:many activities such as webinars, office hours, and Impact Groups pertinent to advancement personas
• Contributing to the ongoing refinement of health scorecards and customer journey maps
• Providing feedback, guidance, or support for special projects as requested
• This roles requires approximately 25% travel

The Candidate:  

Required skills/qualifications:  

• Bachelor’s degree or equivalent work experience
• 5-8 years of related experience in Higher Education, Customer Experience, Customer Success, and/or Education Technology serving the higher education sector
• Strong customer-service focus and ability to communicate with empathy, sensitivity, and professionalism at all times
• Excellent oral and written communication skills; proactive and impactful communicator
• Strong project management skills
• Ability to work independently and to proactively identify and respond to emerging challenges and changing conditions
• Proven track record of successfully managing accounts and developing strong customer relationships with all levels of an organization
• Well-developed problem-solving and critical thinking skills
• Ability to effectively create, gather, and analyze reports, ability to use data to inform decision-making and develop action plans
• Ability to multitask and consistently perform under the pressure of deadlines and other demands
• Highly organized, task oriented
• Ability to thrive in a fast-paced, results-oriented, collaborative environment
• Skilled in building deep relationships and connect with others authentically
• Proficiency with CRM and/or customer success software
• Ability to work with sales organizations in a matrix-model as new products are being introduced and sold in various regions, for various functions to business units within an institution of higher learning 
• Fluency in written and spoken English
• Minimum of 2 years working with Encompass or in the higher education advancement space

Preferred skills/qualifications:  

• Advanced degree
• Experience working in or serving Higher Education institutions
• Experience working in a Customer Experience or Customer Success role at a Software-as-a-Service technology company                         

Base Pay range is $72,000 - $85,000/year plus sales compensation depending upon experience. We use national and industry-specific survey data to assist in determining compensation. Additionally, we consider factors such as external market rate, budget for the role, and the compensation rates of current employees performing the same function. Some roles will have variable pay.

This job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time.   

Anthology is an equal employment opportunity/affirmative action employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, gender identity/expression, protected military/veteran status, or any other legally protected factor.