Customer Success Account Manager - B.C.

Posted 4 Days Ago
Be an Early Applicant
Remote
3-5 Years Experience
Software
The Role
The Customer Success Account Manager at KEV Group guides the success of customers with SchoolCash products, increases adoption, and drives revenue growth within accounts. Responsibilities include managing customer portfolios, driving value realization, advocating for customers, and identifying growth opportunities. Requires 3+ years of customer relationship management experience.
Summary Generated by Built In

About KEV:


KEV Group is an enterprise SaaS company that provides an all-in-one activity fund management solution for K-12 schools. By seamlessly integrating and automating all fee management processes, the SchoolCash platform provides real-time visibility and control over how districts and schools create, collect, manage, track, and reconcile these funds. Parents benefit from an easy-to-use solution that offers convenience and supports all payment types. More than 22,000 schools across North America rely on SchoolCash to manage over $4 billion in activity funds annually.

The company is headquartered in Toronto, with offices in the Cambridge, ON and the U.S. KEV is a portfolio company of Serent Capital, a leading middle market private equity firm focused on high growth technology businesses.


Why Join KEV?

  • Work in an industry that benefits children, parents and schools
  • Do meaningful and purpose-driven work, and make a real impact
  • Join a quickly growing organization with real opportunity for learning and growth
  • Passionate and accessible leadership team that cares about people, personally and professionally


Job Description:

The Customer Success Account Manager acts as a trusted advisor to the KEV customers in their region and guides their success with KEV SchoolCash products. The Account Manager works closely with the district School boards to increase the adoption and usage of SchoolCash products and is accountable for revenue growth within their accounts. This role requires that the Account Manager have a strong SaaS (Software as a Service) background, business acumen, and communication skills. The Account Manager must also effectively collaborate with the Regional Account Director and a wide array of internal teams (Support, Sales, Marketing, Product Development) to represent their customers and optimize the customer experience.


Responsibilities:

  • Manage the customer portfolio for the region, truly understanding the accounts and acting as a trusted advisor to ensure their successful adoption and usage of KEV’s solutions
  • Drive value realization, ensuring customers get the expected value and Return on Investment (ROI) from all of their KEV products
  • Advocate and represent the voice of the customers, sharing with internal teams their feedback, ideas and interests with respect to topics that include product, services and support.
  • Proactively monitor and assess customer health, product usage and adoption, operating with a zero-churn mindset to ensure retention.
  • Expand revenue growth within accounts through upgrades, cross-sell/add-on sales and increased transactional usage
  • Plan for, and lead regular customer meetings and annual, semi-annual or quarterly business reviews.
  • Identify account expansion and growth opportunities and participate in upsell/cross-sell initiatives
  • Partner with Sales and Marketing in an advocacy capacity to generate references, case studies and partnership opportunities with customers.
  • Participate in industry and company-held customer conferences such as user group meetings, UCC and ASBO


Requirements and Skills:

  • 5+ years of experience managing customer relationships, including some upsell/cross-sell experience
  • Ability to establish and foster relationships at multiple levels in an organization
  • Proven ability to advise on and facilitate product adoption
  • Self-driven with the energy and resilience to perform consistently and at a high level in a fast-paced, complex environment
  • Previous experience conducting quarterly business reviews (QBR)
  • School accounting, bookkeeping domain knowledge is an asset
  • Experience working with cross-functional teams and collaborating to deliver an optimized customer experience and drive value for the customer
  • Excellent written and verbal communication
  • Strong presentation and problem-solving skills
  • Must be able to travel up to 50% at times



We Offer:  

  • Competitive salary 

  • Comprehensive health and dental benefits 

  • Professional development opportunities 

  • Continuing Education

  • Great colleagues and collaboration 


This job description indicates the general nature and level of work expected. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by an individual joining the KEV team in this or any other capacity.

KEV Group is pleased to accommodate individual needs in accordance with the Accessibility of Ontarians with Disabilities Act, 2005 (AODA), within our recruitment process. If you require accommodation at any time throughout the recruitment process, please speak with Human Resources or the hiring manager.

KEV Group is an equal opportunity employer who agrees not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

The Company
HQ: Fort Worth, TX
146 Employees
On-site Workplace
Year Founded: 1996

What We Do

KEV Group provides the most comprehensive activity fund management solution enabling K-12 schools to manage every dollar efficiently, accurately, and consistently. By seamlessly integrating and automating all processes, the SchoolCash platform provides real-time visibility and control over how districts and schools create, collect, manage, track, and reconcile activity funds. Over 17,000 schools across North America rely on SchoolCash to manage $3 billion+ in activity funds annually.

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