Job Overview
Location
Remote
Job Type
Full-time
Category
Customer Success
Date Posted
May 13, 2026
Full Job Description
📋 Description
- • As a Client Success Manager at Softdocs, you will own the long-term success, retention, and growth of an assigned portfolio of clients in Higher Education, K-12, and Government sectors, serving as a trusted advisor to institutional leaders.
- • Your day-to-day responsibilities include driving Net Revenue Retention (NRR) through proactive relationship management, renewals, churn prevention, and identifying expansion opportunities such as upsells and cross-sells.
- • You will partner cross-functionally with Sales, Professional Services, Support, Product, Engineering, and Marketing teams to ensure clients achieve measurable value from the Etrieve enterprise content management platform.
- • Reporting to the Vice President, Client Success, you will help clients maximize platform value, drive product adoption, executive engagement, and long-term partnership success in alignment with Softdocs’ mission of promoting educational and governmental equity.
🎯 Requirements
- • Experience in client success, account management, or a similar customer-facing role
- • Proven ability to drive retention, renewals, and expansion (upsell/cross-sell) in a SaaS environment
- • Strong communication and relationship-building skills for engaging with institutional leaders in Education and Government sectors
- • Ability to collaborate effectively across cross-functional teams including Sales, Product, Support, and Engineering
🏖️ Benefits
- • Fully remote work opportunity
- • Chance to work with a mission-driven company focused on educational and governmental equity
- • Exposure to enterprise SaaS operations in the Education and Government sectors
- • Professional growth through cross-functional collaboration and strategic account ownership
Skills & Technologies
About Softdocs Inc.
Softdocs provides enterprise content management and process automation software for K-12 school districts, community colleges, state and local governments. The platform digitizes paper forms, automates workflows, integrates with existing ERP and SIS systems, and offers e-forms, document capture, and records management. Founded in 1998, the company serves over 1,000 public sector organizations across the United States, helping them reduce manual tasks, improve compliance, and deliver digital services to students, staff, and citizens.
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