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Portfolio Customer Success Manager

United States full-time Mid $65,000 - $75,000
full-time Mid level Technology & IT Salary listed Curated
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About the role

Want to deliver tech with purpose, with people who care?
Join us in our mission to create solutions that help keep children safe online.
Who are we?
Headquartered in Perth, Australia, with offices around the world, Qoria is an ASX-listed global leader in child digital safety technology and services. We are a purpose-driven business operating under the Linewize brand in North America and Asia Pacific, the Smoothwall brand in the UK, the Qustodio brand in EMEA, and Qoria LK in Sri Lanka.
Our solutions are used by schools, school districts, and parental communities to protect children from harmful online content, identify students at risk based on their digital behaviours, and help teachers maintain focus and safe learning environments in the digital classroom. Today, 30,000 schools and 7 million parents rely on our solutions to help keep 25 million children safe across 180 countries worldwide.
What’s the opportunity:
The Portfolio Customer Success Manager role is vital to our company’s success. You will build relationships with customers, proactively solve their problems, enhance customers usage through data analysis and training, and expand the customer throughout the Linewize Suite. In doing so, you will reduce customer churn and increase revenue, increase customer satisfaction with the product, and promote the customer’s success. You will have clear goals with the autonomy and support to ensure you are able to achieve your goals and help the company achieve its goals.
Here’s how you’ll do it:

Ultimate ownership for retaining and increasing ARR we generate from existing customers within a defined territory

Building relationships and becoming a trusted advisor and advocate of the customer

Identifying customer challenges early and then working cross-functionally to address them

Maintain accurate CRM data for customers, including contact, product, and broader district data

Increasing usage and growing the customers within the Linewize Suite through upsell and cross-sell

Maintain a high retention rate within your customer base

Manage a portfolio of existing customers, with a goal of increasing customer usage and supporting customer concerns via email outreach, phone calls, meetings, and product check ins

Support the customer’s adoption of the Linewize Product Suite through solution oriented support and expansion efforts.

Increasing customers satisfaction and enjoyment of the Linewize Product Suite

This role requires:

2+ years of Account Management/Customer Success preferably in the technology or SaaS space

Experiencing support multiple products and expanding customers into new products (Upsell/Xsell)

Bachelor’s degree or 4+ years of equivalent work experience

Edtech experience preferred

To be successful in this role you must:

High level of business acumen

Proficiency with MS Office, Google Workspace, CRM software

Excellent communication and presentation skills

Great interpersonal skills

Ability to quickly build relationships and maintain said relationships

Ability to prioritize customers/projects and manage multiple escalations

Strong organizational and time management skills

Comfortable using data to inform data-driven outreach, calendar management, and task assignment

Desire to solve customer problems and grow customers usage, product base, etc

Ability to work effectively as part of a team to ensure the customer’s success

High level of empathy for both your customer and internal stakeholders

Why choose Qoria?
In this role, you can expect:

Employee Share Scheme

Enhanced holiday & family leave

Tech Allowance
.... and much more

Salary guide: $65,000 - $75,000 with an OTE of $15,000-$20,000 plus benefits
More importantly, you'll:
Support tech with purpose...
At Qoria, your work truly matters. With every customer interaction, you’ll be helping children stay safe online. It feels good to do good.
With people who care...
One of our values is ‘Care, Always’. Our Success Team lives and breathes that, every day. We also look after each other and help create a supportive environment for all.
Through work that you love...
Being a Portfolio Customer Success Manager takes skill, energy and resilience. It can also be incredibly rewarding. Here, your efforts will be visible and you’ll love the impact you have.
And a career that you own...
A proven career path forward, with real opportunities to progress your career into other teams and departments within the company. Exposure to industry leading tech, developed in-house by an amazing engineering team. Regular company wide lunch and learn sessions
We'd love to hear from you.
Please submit your application if you would like to be considered for this opportunity.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Data Analysis Portfolio Customer Success Mid level

Likely questions

  1. Tell us about work you have done that is close to the Portfolio Customer Success Manager role.
  2. How would you approach your first 30 days at name?
  3. Which of CRM, Data Analysis and Portfolio have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Data Analysis and Portfolio.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Portfolio Customer Success Manager role because I can bring practical experience in CRM, Data Analysis and Portfolio, learn the team quickly, and contribute to the outcomes name needs from this hire.

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