Associate Account Manager
4 weeks ago
Who are you?
You are a results-oriented go-getter ready to join a fast-growth team and company. You have an entrepreneurial spirit with a knack for doing good. You are excited by the opportunity to learn, adapt, and succeed with other high performers. You have ambitions to be a key player and the grit to step up, even when things get challenging. If this is you, Kaleidoscope is thrilled you are here.
Who are we?
Kaleidoscope is a cloud-based awards management digital platform enabling organizations to fund, design, administer, and host branded scholarship and grant programs. The platform uses leading technologies to deliver an end-to-end solution for sponsors, organizations, and those they support. Kaleidoscope is building a future where financial aid and funding solutions are smart, cost-effective, and as unique as the applicants they serve. Learn more at www.mykaleidoscope.com.
Our mission is to eliminate financial barriers to education by mobilizing private sector wealth and deploying funds to students in need. This mission is central to our work in diversity and inclusion. Diverse and inclusive teams have a positive impact on our products and services and enable us to best serve our diverse customers, partners, team members, and scholars from every background. Varied perspectives help us generate the best ideas to solve the most difficult problems for those we serve. We’re proud to be an equal opportunity employer and welcome our employee’s differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Veteran status, or any other protected characteristic.
We are a trusted ally to foundations, corporations, educational institutions, non-profits, community organizations, and associations. Our technology, customer success, and continual focus on innovation are what makes us unique. Don't take it from us, here is what our customers are saying:
“We couldn’t imagine what the process would have looked like without Kaleidoscope. Their team eliminated any possible stress that could come with over 3,000 applicants, allowing us to focus on our company’s goals and finding the best possible winners.”
—Marketing Manager at Talking Rain
Position Summary
We’re looking for an Associate Account Manager to join our Customer Success Team
You will serve as the primary owner of a set book of existing clients, working closely with them to ensure they achieve their goals and drive customer retention and expansion from onboarding through renewal.
This high-impact role combines equal parts sales, relationship management, and customer satisfaction. The ideal candidate has a proven record of managing relationships at scale while driving renewals and expansions in a SaaS technology company.
- Effectively renew, upsell, and cross-sell an assigned book of business of existing clients
- Maintains accurate records in systems including Salesforce and ChurnZero related to renewal, upsell, and churn opportunities, and delivers accurate forecasts related to revenue targets
- Learn your book of business inside and out to effectively position Kaleidoscope’s value proposition, always linking it back to key business issues of the customer
- Partner closely with our Kaleidoscope Customer Success Managers to ensure customers adopt and are successful on Kaleidoscope.
- Enlist and inspire customers to participate in Kaleidoscope events and other marketing materials.
- Manage overall customer loyalty, serving as an internal advocate and escalation point to customers.
- Becoming a Kaleidoscope expert, learning the ins and outs of scholarship and grant management tech
- Collaborate directly with clients to ensure a smooth onboarding experience.
- Participate in client meetings and calls, independently leading discussions and presentations.
- Identify upselling and cross-selling opportunities, proposing solutions that generate additional revenue.
- Assist with resolving client issues and troubleshooting common problems.
- Stay abreast of company offerings and industry trends to enhance client service delivery
Your Experience
- Customer-facing experience in an account management, sales, or customer success role. Edtech or Fintech is not required but preferred
- History of exceeding renewal revenue targets
- Experience owning and driving projects end-to-end
- Strong critical thinking skills
- Superior cross-team collaboration skills
- Excellent communication and interpersonal skills to build rapport with clients.
- Proficiency in CRM software, such as Salesforce.
- A demonstrated ability to learn quickly and adapt to new information.
- Prior experience with SaaS platforms for nonprofits - not required but preferred
- Ability to understand customer’s goals and recommend new approaches, strategies, and ways to drive adoption.
- An understanding of the ever-evolving needs of a dynamic, growing start-up organization.
- The ability to thrive in ambiguity and work quickly, but not rush
- Strong presentation development and public speaking skills
- Strong communication and relationship management skills
- Sales Tech Stack: Salesforce, & Churn Zero
- Scholarship & Grant Industry Training
- Fun and Fast-Paced Culture
- Commitment to Your Success
- Competitive Pay and Benefits Package, Including; Equity option grant, medical, dental, vision, short-term disability, and basic term life insurance, 401(k) with company match, paid parental leave policy, flexible PTO program, and more
Kaleidoscope is a cloud-based awards management digital platform enabling organizations to fund, design, administer, and host branded scholarship and grant programs. The platform uses leading technologies to deliver an end-to-end solution for sponsors, organizations, and those they support. Kaleidoscope is building a future where financial aid and funding solutions are smart, cost-effective, and as unique as the applicants they serve. Learn more at www.mykaleidoscope.com.
Our mission is to eliminate financial barriers to an education by mobilizing private sector wealth and deploying funds to students in need. This mission is central to our work in diversity and inclusion. Diverse and inclusive teams have a positive impact on our products and services, and enable us to best serve our diverse customers, partners, team members, and scholars from every background. Varied perspectives help us generate the best ideas to solve the most difficult problems for those we serve. We’re proud to be an equal opportunity employer and welcome our employee’s differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Veteran status, or any other protected characteristic.
We offer a competitive pay and benefits package including an equity option grant for all employees, medical, dental, vision, short term disability, and basic term life insurance, 401(k) with company match, paid parental leave policy, flexible PTO program, and more
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