The CSM will serve as the primary point of contact for assigned customers, ensuring they receive outstanding service and solutions tailored to their needs. This role combines account management, recruiting, employee coaching, and implementation oversight, making it ideal for someone who enjoys building relationships, problem-solving, and making a direct impact.

Candidates with a background in service-oriented roles supporting school district operations—such as education staffing, transportation services, or HR software solutions —are highly encouraged to apply. Experience in these areas demonstrates a strong understanding of the challenges and needs of K-12 education clients, making you an ideal fit for this role.

Key Responsibilities:

Account Management & Growth

Serve as the primary point of contact for assigned education-related customers.

Develop and execute strategies to increase net revenue from the assigned book of business.

Identify opportunities for expansion within existing accounts, including cross-selling and upselling staffing services.

Conduct regular check-ins and performance reviews with client POCs to assess satisfaction and address concerns proactively.

Ensure a 95%+ customer retention rate by fostering strong relationships and providing outstanding service.

Recruiting & Employee Management

Act as boots on the ground for recruiting efforts to meet client demands, working closely with the talent acquisition team.

Ensure proper staffing levels by assisting with in-person sourcing, screening, and onboarding events when needed.

Train and coach employees to align with client expectations and ensure long-term success.

Provide ongoing support to placed employees, addressing performance issues or concerns.

Implementation & Onboarding

Oversee the implementation process for newly assigned accounts, ensuring a seamless transition from sales to service.

Develop customized onboarding plans for new clients to align staffing solutions with their specific needs.

Work closely with internal teams to ensure all operational and compliance requirements are met.

Requirements:

Customer Success Experience:

2+ years of experience in customer success, account management, staffing, or a related field.

Experience managing a book of business worth $2M+ in net revenue is a plus.

Education Staffing Expertise:

2+ years working with the education sector.

Exceptional relationship-building and problem-solving skills.

Quota-Carrying Role:

Demonstrated success in meeting or exceeding revenue quotas in a competitive environment.

Travel Requirements:

Willingness to travel as needed to meet clients and attend industry events (up to 80% travel).

Technical Proficiency:

Proficiency with CRM tools such as HubSpot.