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Customer Success Manager

Posted 28 days ago

OfficeUnited StatesSE

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

Position Description

Customer Success Manager - Higher Education SaaS

US - Remote

About the Role

We are seeking a Customer Success Manager - Higher Education SaaS who takes ownership of post-implementation accounts, builds deep customer relationships, and drives measurable outcomes in retention and revenue growth. This is a high-ownership, player-coach role suited for someone who blends the relationship skills of a trusted advisor with the commercial instincts of a revenue contributor. While the role includes one direct report, it remains highly hands-on and execution-focused.

You will take over accounts approximately one year after implementation, serving as the primary partner responsible for customer health, expansion, and long-term satisfaction. You will also support our AI enabled initiative program that integrates services with software to deliver greater value beyond traditional software delivery.

The Role:

  • Own a portfolio of post-implementation accounts, acting as the primary point of contact for relationship management, escalations, and ongoing success
  • Build strong, trust-based customer relationships by proactively identifying challenges, anticipating risks, and driving solutions that improve retention and outcomes
  • Monitor customer health metrics (NPS, adoption, survey scores) and take proactive action to reduce churn and increase reference ability
  • Facilitate regular cadence meetings (biweekly, monthly, or quarterly) with customers, providing actionable insights and data
  • Coordinate with implementation, product, and support teams to resolve escalations and deliver a seamless customer experience
  • Secure customer participation in case studies, references, and community engagement initiatives
  • Carry and achieve a commission quota tied to upselling training, professional services, and product expansions within existing accounts
  • Identify and close back-to-base selling opportunities for additional recurring revenue and new ARR within the existing customer base
  • Drive renewals, adoption, and long-term customer value by aligning recommendations with customer business goals and student needs
  • Ensure pricing and contracts are current; lead negotiations and assist with collections of past-due amounts where applicable
  • Develop a data-driven approach to measuring and improving customer health, engagement, and lifetime value
  • Establish scalable CS processes, automate workflows, and leverage tools (HubSpot, Jira, Confluence, Circle, etc.) to increase efficiency
  • Leverage customer feedback and product usage data to drive roadmap input and continuous improvement
  • Build documentation, training materials, and scalable processes to support future team growth and operational efficiency

Qualifications for Success

  • 5+ years of experience in Customer Success, Account Management, or a related role within a SaaS environment
  • Background in higher education SaaS strongly preferred; healthcare SaaS or health tech software is a strong secondary option
  • Demonstrated history of quota attainment and revenue contribution in a CS or account management capacity
  • Experience with upsell and expansion motions within existing accounts, with ability to articulate year-over-year retention metrics and quota performance
  • Proven job stability with at least one tenure of 3–5 years demonstrating depth of experience and long-term commitment
  • Strong communication and relationship-building skills; able to navigate complex customer situations with confidence and professionalism
  • Data-driven mindset with the ability to use customer health metrics, usage analytics, and feedback to guide decisions and strategy
  • Ability to balance strategic thinking with hands-on execution, comfortable rolling up your sleeves and doing the work
  • Proactive, solutions-focused approach with the ability to create structure and operate effectively in fast-paced, evolving environments
  • Cross-functional collaboration experience; ability to partner with product, sales, support, and leadership to advocate for customers and drive alignment

The on-target earnings (OTE) for this position is USD $120,000, comprising 80% base salary + bonus and commission above. Actual compensation may vary based on market conditions, location, and job-related skills and experience.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Recruitment Notice
Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.

Protect yourself by following these steps:

  • Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
  • Remember, employers will never request payment or banking information during the hiring process.
  • If you receive a suspicious message, do not respond — instead, forward it to [email protected] and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.

Job details
Workplace
Office
Location
United States
Experience
SE
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Banyan Software
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Banyan Software is a buy and hold for life acquirer of vertical market software businesses. Founded in 2016 by David Berkal, Banyan was created to offer software owners a third option beyond selling to a competitor focused on cutting costs or a traditional investment firm that would resell the business a few years later. As a private company with no fund timeline and no exit pressure, Banyan holds and grows its businesses for life. Unlike private equity firms, Banyan preserves the culture, brand, and autonomy of each business rather than consolidating or cutting costs to maximize short-term returns. Every acquired company keeps its management team, brand identity, and customer relationships intact. Banyan works closely with each owner to find the right path forward, whether they want to stay at the helm, transition to an advisory role, or make a graceful exit. Many owners choose to retire or move on, either at closing or within a year or two. In those cases, Banyan partners with the outgoing owner to recruit a new CEO who is the right fit for the team and culture. Every Banyan company is paired with a dedicated Operating Leader who provides strategic guidance and support. Companies also gain access to the Banyan Business Community, which includes CEO Summits, functional Guilds, an online portal, and peer networks. Growth Enablement resources are available across finance, technology, sales and marketing, HR, legal, and talent. Banyan also invests in AI capabilities across its portfolio to help modernize products and accelerate growth. Banyan acquires profitable, market-leading enterprise software businesses with annual revenues generally greater than $2M, a high proportion of recurring revenue, strong customer retention, and engaged employees. The portfolio spans vertical markets including education, government, financial services, healthcare, media and entertainment, and transportation, with businesses across North America, the United Kingdom, Europe, and Australia and New Zealand

Key team members

Adam Cole

Adam Cole

Michael Giske

Michael Giske

Lisa Cowan

Lisa Cowan

Alex Jarzebowicz

Alex Jarzebowicz

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