Associate Client Success Manager

Job Description

About Panorama: 

Panorama is a fast-growing national technology company focused on radically improving education. More than 2,000 school systems serving 15 million students across all 50 states have adopted our platform to understand students’ academic and social-emotional strengths and to identify those in need of additional support. School systems turn to our suite of tools to ensure that every child gets the support they need, including school climate and social-emotional learning surveys, tiered intervention planning, and professional development.

About the Role:

As an Associate Client Success Manager (ACSM), you will play a key role in supporting a portfolio of small districts through both relationship management and project execution. You’ll help districts get started with Panorama, stay on track throughout the year, and renew their partnerships by delivering an excellent client experience and showcasing impact.

This role blends strategic and operational responsibilities—managing onboarding and survey execution while also building relationships with district leaders and supporting account renewal. It’s ideal for career professionals eager to grow in education and customer success.

Requirements

Relationship Support & Retention

• Serve as a primary point of contact for a large portfolio 100 partners, ensuring consistent, value oriented engagement.
• Support renewals by tracking contract timelines, managing documentation, and surfacing risks early.
• Build trust with district contacts through thoughtful, responsive communication.
• Identify opportunities for expansion and collaborate with Sales Account Executive team members

Project & Implementation Coordination

• Lead districts through Panorama’s survey process: setup, launch, and results review.
• Help new clients onboard smoothly and understand how Panorama tools align with their goals.
• Track important milestones and send proactive reminders and resources.
• Maintain up-to-date client information in internal systems (Salesforce, Gainsight, project trackers).

Product Engagement & Client Enablement

• Support product adoption by sharing best practices, templates, and support documentation.
• Educate clients on self-service tools and features to increase usage and impact.
• Gather and relay feedback to internal teams to improve the client experience.

Internal Collaboration

• Work closely with teammates in Account Management, Teaching & Learning, and Support to deliver a seamless experience.
• Partner with senior AMs and AEs for accounts needing more strategic support or upsell conversations.
• Use internal systems to document activity, flag risks, and monitor engagement.

Our Ideal Candidate Has:

• 1–2 years of experience in customer success or account management 
• Demonstrated track record of renewing accounts, negotiating contracts, upselling accounts, and building client relationships 
• Organized and detail-oriented, with the ability to manage multiple priorities independently
• Excellent written and verbal communication skills; can simplify complex information for clients.
• Adherence to consistent processes and CRM usage to maintain predictability, forecasting accuracy, and accountability in client interactions 
• Demonstrated ability to prioritize accounts with competing priorities, balancing client requests, upcoming renewals, project deadlines and internal work streams 
• Experience creatively mitigating client objections to renewal and reinforcing value add by listening to client needs and providing solutions.
• Eager to learn, ask questions, and take initiative to solve problems.
• Comfortable using tools like Google Suite; exposure to CRM systems (Salesforce, Gainsight) is a plus.
• Strong interest in supporting technology for K-12 education with a commitment to using data to improve student outcomes, particularly addressing issues of equity and access.

Benefits

Salary Range: $55,000 - $81,000 USD

Our salary is just one component of Panorama’s competitive total rewards strategy that also includes annual bonuses or commission awards, equity awards, as well as other region-specific health and welfare benefits