Client Success Manager

As a Client Success Manager, you are the primary advocate and trusted advisor for a set of clients within CTS. Clients will often contact you to purchase new technology equipment, to escalate a service request, or to discuss a new technology initiative within their organization.

You will prepare Strategic Advisors to run Quarterly Strategic Planning Meetings where we analyze each client’s technical environment, their business goals as it relates to technology, and develop a long-term IT roadmap.

You’re responsible for keeping the pulse of your clients and bringing in the right resources from within CTS to get your clients the answers they need. Above all, you manage the relationship with each of your clients and are working to ensure their experience with CTS is an excellent one. Your daily purpose is to ensure clients feel cared for, and address client concerns when they arise, often coordinating other teams within CTS to execute on your vision of how this is best achieved for the client.

• →Develop strong relationships with key client contacts and identify clients who may be at risk.
• →Monitor client health via monthly internal reviews to ensure all clients are happy, profitable, and carrying minimal technology risks.
• →Complete recurring technology assessments and quarterly strategic planning meetings with partnership of other CTS roles (Strategic Advisors and Solutions)
• →Complete recurring tactical check-in calls with clients to review their health and open issues.
• →Develop and present technical proposals, working with Strategic Advisors and Solutions when appropriate.
• →Advocate for clients by answering questions and ensuring issues are escalated properly across all departments in CTS. This includes ownership of the Potential At Risk Client (PARC) Process.
• →Complete recurring and one-off training events (such as Lunch & Learns) with clients on core technologies such as Microsoft 365, Google Workspace, and Smart Boards.
• →Own the overall opportunity pipeline, ensuring that we meet our NRR forecast each quarter. Understand the client challenges and look for opportunities to help solve problems within their current agreement.
• →Address client questions with regards to ongoing invoicing.
• →Occasionally manage Projects for clients based on available capacity and client requirements.
• →Work with client contacts to develop referrals for new business 

• 4+ Years of work experience in a Client Success Role or Technical Account Manager at an MSP, EdTech or Education/NFP adjacent services company. Alternatively, applicants with experience working at Charter Schools in positions such as Operations, Data, or other similar roles who are looking to move into an education and mission-based focus outside of schools are also welcome.
• Experience administering, implementing, or consulting with clients regarding Google Workspace and Microsoft 365, as well as other cloud services.
• Experience with ad-hoc or formal Project Management
• Strong written and oral communication skills.
• Ability to manage multiple initiatives with competing deadlines and associated teams.
• Ability to handle multiple tasks with a clear sense of ownership and priority.
• Strong Microsoft Office or Google Apps skills, especially Excel / Sheets.
• Self-motivated, able to move and adapt to increased demand during budget, hiring, and school seasons – and adjusting priorities based on client needs

This is a full-time position. The hours for this position are typically 9 AM to 5:30 PM EST, with some occasional after-hours work required based on client requests. This position is hybrid based out of Brooklyn, NY. Local travel throughout NYC (5 boroughs) and occasional regional travel to visit client sites, is expected. It is acceptable to work from home when not at client locations, with the expectation of working in our Brooklyn office at least 1 day per week.

Depending on the role, some steps may be adjusted or added - we’ll let you know upfront!

1. Screening call with a member of our HR team (30 minutes)
2. Technical interview with the Hiring Manager (45 minutes)
3. Panel interview with the Hiring Manager and Department Director (60 minutes)
4. (If applicable) Executive interview

CTS is proud to be an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and employees. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race, color, ancestry, national origin, religion, disability, sex (including pregnancy), age, gender, gender identity, sexual orientation, marital status, veteran status, or any other characteristic protected by law.

CTS is committed to working with and providing access and reasonable accommodation to applicants. If you require an accommodation, please reach out to jobs@charterts.com once you've begun the interview process. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.