Xello is looking for a Customer Success Associate

(14-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 solid relationships with new and existing customers, and you’ve got the interpersonal and planning skills to back it up. You have a proven track record of successful client 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.

As an integral part of Xello’s client-facing team, you will ensure the health, satisfaction, and success of our school and school district accounts. As the primary contact for your clients, 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!

Please note that the successful candidate for this role will be based remotely in Canada. What you’ll do…

Manage renewals, drive revenue growth, and limit churn with your assigned portfolio of accounts

Build and actively manage relationships with clients in order to increase product adoption and satisfaction

Develop achievable success plans with school districts that reflect their resources and ensure their goals are achieved Share best practices for the successful implementation of Xello

Regularly connect with clients to monitor account health, address concerns,



escalate important issues, and manage 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

Coordinate and schedule web-based training sessions Act as an advocate for both the client and Xello to ensure appropriate resolutions

Manage and resolve client issues through collaboration with internal teams, including product development, client solutions, sales, and onboarding

Document all client interactions and create leads in Salesforce (CRM) Assess and report product bugs

Share insights, experiences, and lessons learned with your team What we’re looking for… 1-2 years of demonstrated experience managing clients with high levels of satisfaction and retention, preferably in a SaaS environment

Proven track record of building strong relationships, supporting 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

Excellent written and verbal communication skills A keen attention to detail, and highly organized when it comes to information management, planning, and time management

Self-directed, with the ability to effectively prioritize and manage multiple projects/tasks of varying complexity

Ability to thrive in a quick-paced, agile work environment, where working under pressure and without supervision is the norm





Enthusiastic about learning and implementing new solutions and technologies Experience using Salesforce or similar customer relationship management (CRM) system

Proficiency with G-Suite The compensation for this role offers an OTE ranging from $70,000 to $75,000, combining base and incentive. The final offer will be determined based on the candidate's experience and expertise, as assessed during the interview process. This position is a current vacancy and we are actively seeking to fill this role

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:

Adaptable 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!

📌 Customer Success Associate (14-month Contract) (Toronto)
🏢 Xello
📍 Toronto