Client Success Manager, Panorama Education
$100.8k
OTE
$82.8k
BASE
+ Annual bonus or commission awards & Equity awards
More information about location
All-in-one educational data platform
Be an early applicant
All-in-one educational data platform
201-500 employees
Be an early applicant
$100.8k
OTE
$82.8k
BASE
+ Annual bonus or commission awards & Equity awards
More information about location
201-500 employees
Company mission
To improve student outcomes by helping schools and districts act on data.
Role
Who you are
- This role is ideal for professionals with experience managing complex customer relationships, excited to work at the intersection of education and technology
- 2+ years of experience in customer success or account management, preferably managing a large portfolio
- Proven track record of owning onboarding, renewals, expanding accounts, and delivering a high-quality client experience
- Strong written and verbal communication skills, with an ability to synthesize complex information for clients
- Experience working with K–12 school or district leaders; comfort engaging with senior stakeholders (e.g. Superintendents)
- Demonstrated ability to manage multiple projects, deadlines, and priorities independently
- Proactive, solution-oriented mindset with strengths in conflict resolution and navigating objections
- Familiarity with CRM tools such as Salesforce and Gainsight, and proficiency with Google Suite
- Commitment to equity in education and using data to improve student outcomes
What the job involves
- As a Client Success Manager (CSM), you will play a key role in retaining and growing our district partnerships by blending strategic relationship management with operational excellence
- You will own a portfolio of school districts, guiding them through onboarding, product engagement, and key milestones throughout the year
- You’ll serve as a trusted partner to district leaders, helping them leverage Panorama’s tools to drive student outcomes
- You’ll be instrumental in achieving our team’s goals for renewal, expansion, and district impact
- Serve as the primary point of contact for a large portfolio of K–12 school districts
- Own renewals, proactively surfacing risks, navigating contract timelines, and managing documentation
- Build deep relationships with district leaders, understanding their goals and aligning Panorama’s tools to drive value
- Identify and qualify expansion opportunities and collaborate with Sales and Account Executives to close them
- Coach clients through strategic planning conversations and data-driven decision-making
- Meet with clients regularly to review goals, celebrate success, and align on next steps
- Manage implementation workflows such as onboarding and survey execution in collaboration with internal teams
- Track milestones and send timely reminders, resources, and communications to keep clients on track
- Maintain accurate and current client data in internal systems
- Triage client questions and requests to the appropriate teams for resolution
- Drive product usage and adoption by educating clients on best practices and new features
- Promote client self-sufficiency through documentation, training, and enablement resources
- Leverage client data to tell compelling stories of impact and encourage further engagement
- Work closely with teammates across Sales, Support, Teaching & Learning, and Product
- Serve as a thought partner to clients and internal colleagues on strategic goals and customer health
- Document all client interactions and plans consistently in CRM systems to support visibility and forecasting
Our take
Educational data is invaluable in ensuring that students are meeting their potential - data such as attendance, behaviour, and grades. Educational professionals typically collect and aggregate this data across spreadsheets, but the time-consuming process of turning this mass of data into actionable insights often leads to it not being analyzed often or at all.
Panorama Education provides an all-in-one educational data platform for schools, featuring unified data entry and dashboards for the analysis of student information. The platform is fragmented into sections on student success, social-emotional learning, feedback surveys and positive behaviour, and provides personalized professional development experiences for teachers to help them better understand how to act on data.
Whilst educational data platforms are nothing new, Panorama Education has taken a smart approach by focussing on providing data entry, analysis, and professional development in a unified, accessible and user-friendly platform. Its recent acquisition of Mesa Cloud, a graduation management system that ensures students are on track to receive a diploma, further enhances its offering with the ability to auto-monitor and flag students who are off-track.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2022
$5m
LATE VC
Sep 2021
$60m
SERIES C
Total funding: $97.6m
Company benefits
- 2 Weeks a Year of Office Closure
- 16 Weeks of Parental Leave
- Wellness Reimbursements
- Option Grants
- Home Office Reimbursements
- Professional Development
- Medical, Dental & Vision
- Choose Where You Work
Company HQ
Downtown Crossing, Boston, MA
Leadership
Aaron Feuer
(CEO & Co-Founder)Experience as a Legal Assistant for Bet Tzedek Legal Services, and was a Tour Guide for Yale University from 2010 to 2013.
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