Crisis Prevention Institute · 1 day ago
Customer Success Advocate
Milwaukee, WI
Full-time
Hybrid
Mid Level
$60K/yr - $65K/yr
3+ years expCrisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training. The Customer Success Advocate (CSA) serves as the driving force behind building enduring partnerships with CPI’s most strategic accounts, ensuring account retention and growth through proactive relationship management and service excellence.
AssociationConsultingEducationHealth CareProfessional ServicesTraining
Responsibilities
Forge powerful partnerships with CPI’s 10+ largest strategic accounts, drive deeper engagement, and unlock new growth opportunities
Continuously update and leverage each account’s Strategic Action Plan, using data-driven insights such as account health indices, contact lists, usage reports, and satisfaction surveys to inform account strategy and maximize customer success
Deliver measurable results by achieving account growth and performance targets, directly contributing to departmental and organizational success
Identify and pursue upselling and cross-sell opportunities, partnering with Account Executives to expand the reach and value of managed accounts
Establish trust through consistent, meaningful communication and regular meetings with account contacts
Respond promptly to all communications and proactively conduct account research to anticipate customer needs and resolve issues before they arise
Guide customers through legal requirements, offering strategic advice to ensure compliance and peace of mind
Collaborate seamlessly across Marketing, Sales, Accounting, Customer Care, and other teams to deliver exceptional customer experience
Perform other position-related duties as needed
Qualification
Required
Bachelor's degree
Three years or more of work experience in customer success, account management, or a similar role
Proficiency with Microsoft Office suite products (Word, Excel, PowerPoint)
Excellent interpersonal skills, with a focus on building and maintaining positive relationships with customers and cross-functional teams
Demonstrated innovative thinking and a proactive approach to problem-solving
Exceptional professional communication and presentation skills, with the ability to convey complex ideas clearly and effectively
Strong analytical skills with a proven ability to identify challenges and implement efficient, data-driven solutions
Highly detail-oriented and organized, capable of managing multiple priorities and meeting tight deadlines in a fast-paced environment
Willingness and ability to travel as needed to support customer engagements or internal initiatives
Preferred
Experience working with executive leadership teams
Experience working with client relationship management (CRM) software
Benefits
Annual company performance bonus
Comprehensive benefits package
401k
PTO
Health & Wellness Days
Paid Volunteer Time Off
Continuing education and training
Hybrid work schedule
Parental paid leave
Company
Crisis Prevention Institute
Crisis Prevention Institute provides training and consulting in behavior management and dementia care for human service professionals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$435MKey Investors
Millpond Equity Partners
2024-04-22Debt Financing· $435M
2019-10-15Acquired
2011-11-01Private Equity
Leadership Team
Tony Jace
Chief Executive Officer
Kirsten Kessler
Chief Growth Officer
Recent News
Canada NewsWire
2025-12-02
Company data provided by crunchbase