Customer Success Associate

The Role

This is a high-volume, transactional renewal role supporting our Foundation Customer Success team. You will own sub-$2,500 renewal ARR accounts in your assigned region, executing renewals end-to-end using an established playbook and freeing Foundation CSMs to focus on growth and retention of larger accounts. This is an ideal role for a former SaaS inside sales rep or CSM who thrives on throughput, clean process execution, and measurable outcomes in a defined timeframe.

This is a temporary, program-based role spanning June 1 through October 31, 2026, with potential for extension or conversion to a permanent position based on business needs and performance.

What You'll Do

• Own and execute sub-$2,500 renewal opportunities in your region (400–700 accounts)


• Work the Foundation renewal playbook: outreach, quote delivery, follow-up, and close, with first contact triggered approximately 90 days before each account's close date


• Identify and pitch multi-year conversion opportunities to reduce future transactional volume and lock in ARR


• Maintain Salesforce hygiene daily (update stages, close dates, and next steps)


• Escalate accounts that exceed $2,500 ARR, show churn signals, or require strategic conversation to the regional Foundation CSM within 24 hours of identification


• Participate in weekly team syncs, bi-weekly regional CSM check-ins, and monthly program reviews with Katie King


• Flag playbook gaps, objection patterns, or systemic issues that would improve the renewal motion for future programs

Who You Are

• 1–3 years of experience in SaaS inside sales, renewals, or customer success


• Proven ability to manage a high-volume, transactional book


• Salesforce proficiency required; comfortable with opportunities and activity input


• Strong written and phone communicator - clear, concise, and customer-friendly


• Self-directed and organized, able to prioritize a large book by close date without daily hand-holding


• Comfortable in a fast-paced remote environment with minimal ramp time


• K-12 EdTech experience a plus, not required