Spear Education is a mission-driven company improving dental practices nationwide, and they are seeking a seasoned Customer Success Manager to take ownership of their client portfolio. The role involves guiding dental professionals through their journey, developing engagement strategies, and ensuring clients fully utilize the Spear ecosystem while driving renewals and retention.
Responsibilities:
- Own and manage a defined book of business with full accountability for retention and renewals
- Be the go-to partner for your clients, developing personalized engagement strategies that align with their goals
- Ensure members are fully utilizing the Spear ecosystem—from online learning to hands-on workshops and events
- Promote registration for Spear’s annual Summit and drive event signups throughout the year
- Identify cross-sell opportunities and generate internal leads through consultative conversations
- Proactively manage renewals—before expiration—to maintain strong retention
- Be an expert in your book of business and why each customer bought in
Requirements:
- 3+ years of experience in Customer Success, Account Management, or full-cycle sales (subscription, SaaS, or membership-based models strongly preferred)
- Experience with CRM platforms (bonus if you know Gainsight)
- Confidence working in Microsoft Office Suite (Outlook, Excel, Word)
- Proven ability to hit targets and renew clients
- Excellent communicator—active listener, persuasive speaker, and clear writer
- High comfort level with phone-based client communication (85% of the role)