Sr. Client Success Specialist

InStride; California (MO); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) plan with company match

Flexible vacation policy

Paid family leave

Best-in-class health care benefits

Job summary

InStride seeks a Senior Client Success Specialist to partner with our education-focused clients, drive growth, and sustain high satisfaction. You will lead account strategy, coordinate with marketing, product, and support teams, and ensure successful program management across partner organizations.

Successful candidates bring 2+ years in client success, strong communication, and a data-driven approach to optimize learner outcomes and retention.

Qualifications

• 2+ years of experience in corporate client success or corporate client services.
• Customer-first mentality and ability to nurture relationships.
• Independent judgment to evaluate options in partners’ best interest.
• Creative problem-solver who articulates solutions to evolving customer challenges.
• Outstanding interpersonal, verbal and written communication.
• Willingness to travel up to 10%.

Responsibilities

• Act as trusted client liaison; manage program aspects, billing, learner communications, and Q&A.
• Support yearly business reviews to demonstrate value and growth opportunities.
• Analyze customer health metrics and collect feedback to inform decisions.
• Provide ongoing client updates through Salesforce and internal channels.
• Create presentation materials for internal and external meetings.
• Develop and renew accounts through scalable program management strategies.
• Track and communicate key success metrics to achieve goals with partners.
• Own primary relationship for specialty, scholarship-only accounts.

Skills

Client relationship management

Communication

Analytical skills

Operational excellence

Salesforce

Tools

Salesforce

Job description

At InStride, people are our purpose.

We believe that investing in people is the most powerful way to drive success—for individuals and organizations alike.

As a public benefit corporation, we partner with leading employers to unlock opportunities for their employees, providing access to top-tier education programs that align with their employees’ career goals and the company’s business goals.

Our mission goes beyond skill-building; we're here to empower our partners’ employees to advance their careers, elevate their expertise, and achieve meaningful personal and professional growth.

No matter the team you’re on, our dedication to the success of our partners and their employees is what drives us. If you're passionate about making a difference and driving educational and professional advancement, InStride is the place for you.

To get a better feel for our culture, watch more here.

Candidates must be located in one of the following states to be considered eligible for employment: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI.

What we're looking for (role overview) :

InStride is currently seeking a highly motivated and driven Senior Client Success Specialist to join our team. This role will support the team in developing partner relationships and growth strategy, delivering on annual targets and retention/impact objectives, identifying expansion opportunities and improving overall client satisfaction. This role will serve as relationship manager for InStride’s specialty, scholarship-only client accounts.

Successful candidates will achieve results through building trust and mutually beneficial, long-term relationships with their partners while collaborating with cross-functional teams across InStride. We seek people for this role who bring an eye for business strategy and consultative skills, account and customer success management experience along with a proven track record to achieve business results through partnerships.

Skills we'd love to see you show off:

• Client relationship management: Exceptional ability to build trust and foster long-term partnerships through reliable follow-through and effective communication.
• Communication: Skilled at delivering clear, compelling presentations and conveying complex information persuasively to diverse audiences.
• Analytical Skills: Proficient in analyzing data to uncover trends, solve problems, and make informed, data-driven decisions that drive measurable outcomes.
• Operational Excellence: Demonstrated ability to optimize processes, systems, and tools for enhanced efficiency.

Who you are (ideal profile) :

• You have 2+ years of experience in corporate client success and/or corporate client services role
• You bring a customer-first mentality, with a focus on building and nurturing strong, lasting relationships both internally and externally.
• You demonstrate excellent independent judgment, carefully evaluating options and making decisions in the best interest of the company and its partners.
• A creative problem-solver, you excel at envisioning and articulating solutions to complex and evolving customer challenges while identifying opportunities for improvement.
• You possess outstanding interpersonal, verbal, and written communication skills, consistently maintaining a professional demeanor.
• Committed to achieving results, you combine a bias for speed and action with high analytic accuracy and attention to detail.
• You are flexible and willing to travel as needed (up to 10%)

How you will create impact (key responsibilities) :

Strategic and Operational Excellence:

• Act as a trusted thought partner and InStride resource for client stakeholders by functioning as primary client liaison - supporting clients through various aspects of program management including, but not limited to, creation and execution of overall account strategy, technical issue resolution, learner support items, billing needs, learner communications, legal items and general Q&A.
• Support the delivery of a yearly business review for select clients to demonstrate program value and assess potential opportunities for account growth.
• Understand partner sentiment by analyzing customer health metrics, running Net Promoter Score (NPS) surveys and gathering other feedback.
• Provide InStride teams with ongoing client updates and information through Salesforce updates, client notes, internal communication channels and other sources of documentation.
• Build presentation materials for various internal and external meetings.

Partnership Growth:

• Execute a scalable program management strategy to nurture and renew existing accounts.
• Responsible for revenue maintenance and generation through learner enrollments and account growth strategies year over year.
• Identify, track, analyze and communicate key success metrics to deliver against goals internally and with our partners.
• Understand and facilitate key operational elements of client program design to ensure successful program maintenance and expansion, where possible.

Relationship Management:

• Serve as the primary point of contact and account owner for specialty, scholarship-only client accounts.
• Create positive and trusting working relationships with client stakeholders - developing and leading key client initiatives across your partners’ organization while driving efficient engagement with them.
• Set and achieve partnership goals including enrollment, retention, engagement and the overall health of the partner / InStride relationship.

Learner Experience & Success:

• Develop deep subject matter expertise on the end-to-end experience of our learners, identifying potential barriers, challenges and opportunities.
• Collaborate cross-functionally to meet our business objectives and effectively coordinate with internal teams including marketing, product, academic partnerships, sales and support.
• Collect and synthesize significant feedback to advise on decision-making and product strategy.

Compensation

At InStride, final offer amounts are dependent on multiple factors including location, depth of experience, interview performance and equity with other team members.

Compensation range: $75,000 – $85,000 USD

At InStride, we are dedicated to building a diverse, inclusive, and authentic workplace.

Benefits @ InStride

As an organization that champions investing in people, it’s critical we walk the talk. That’s why InStride employees are eligible to enroll in 2,800+ online certificate and degree programs through our Step Forward program. Unlike traditional tuition reimbursement programs, InStride covers your tuition upfront, regardless of your course of study, degree type, or school - eligible to employees starting Day 1.

This role is also eligible for the following benefits:

• 401(k) plan with company match
• Flexible vacation policy
• Paid family leave
• Best-in-class health care benefits
• And more!

InStride Diversity and Inclusion Statement

At InStride, we foster a culture of belonging, we support authenticity and intersectionality, and we embrace and appreciate our differences. We do this by building a diverse pipeline of talent and ensuring equitable access to opportunities, information and leadership. We celebrate diversity and are committed to creating an inclusive environment for all employees.

If you have a disability or special need that requires accommodation, please let your recruiter know.

Policies & Disclosure

InStride recommends employees have their COVID vaccinations. InStride may require employees to have COVID vaccination before entering the office or attending any InStride-related even in the future. However, we do not require this at this time.

For questions on how we use personal information of job applicants, please refer to InStride's Job Applicant Privacy Policy.

Beware of recruiting scams. InStride does not require a financial transaction or any financial account information to be eligible for employment. If you receive a message purporting to be from InStride asking you for a financial transaction, your financial account information, or any other sensitive information, please do not respond and let us know immediately at [e-mail].

About InStride

InStride is a human capital management company that helps organizations retain talent, upskill employees, and fill critical workforce roles through education programs. By breaking down barriers to learning, fostering career growth aligned with organizational goals, and simplifying program management, InStride delivers lasting impact. Partnering with forward-thinking companies like Labcorp, Adidas, and SSM Health, InStride drives meaningful social and business outcomes by providing access to life-changing education. Visit instride.com or follow InStride on LinkedIn for more information and up-to-date news.