Client Success Manager – Independent & Charter Schools

🕒 September 15

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Finalsite

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

📚 Education

☁️ SaaS

🤝 B2B

💰 Debt financing on 2014-12

Education • SaaS • B2B

Finalsite is a provider of web and communications technology for K–12 and higher education institutions. Finalsite offers an education-focused CMS and website design (Composer), AI chatbot tools, mass notifications and messaging, mobile apps, enrollment and admissions management, and marketing services aimed at helping schools build community, improve communications, and grow enrollment. The company serves school districts, independent schools, international schools, charter schools, and faith-based schools and notes it has been trusted by schools for more than 25 years.

📋 Description

• Serve as the primary point of contact for business managers, CFOs, bookkeepers, and operational leaders at partner schools • Guide finance teams through reconciliation of platform transaction data against bank statements, general ledgers, and Student Information Systems • Own discrepancy tickets, investigate transaction logs and chargebacks, and explain root causes • Guide clients in pulling and customizing financial reports for board reporting, month-end/year-end close, and external audits • Translate school fund accounting terminology into actionable solutions for product and engineering teams • Manage a portfolio of Independent and Charter school accounts • Drive account health, customer satisfaction, referenceability, transaction volume adoption/growth, and Net Revenue Retention • Guide leadership teams across Finalsite’s CMS, EMS, Communications, Admissions, and Marketing Services ecosystem • Identify upsell, cross-sell, training, design, and consulting opportunities with Sales • Track account health metrics using ChurnZero and Salesforce, identify churn indicators, and advocate for clients

🎯 Requirements

• 5+ years of combined experience in Client Success, Account Management, SaaS Customer Support, or School Business Office/Finance/Marcomm operations • Experience with payment processing, reconciliation workflows, transaction matching, ACH/credit card settlement timing, or ledger entries • Familiarity with the operational structures, enrollment drivers, and governance of Independent and/or Charter schools • Proficiency in spreadsheets, analyzing payment/data logs, and identifying root-cause patterns in complex data sets • Capability and enthusiasm to continuously learn new SaaS products and master Finalsite’s complete software portfolio • Excellent written and verbal skills, with experience translating complex technical or financial concepts into clear language • Preferred: experience with school finance software, fundraising platforms, or K–12 SIS/ERP tools such as PowerSchool, Blackbaud, Skyward, Infinite Campus, or Veracross • Preferred: experience with ChurnZero, Gainsight, Salesforce, Zendesk, or Jira • Preferred: background in accounting, finance, bookkeeping, or fund accounting in an EdTech/FinTech context • Permanent residency of the United States; continued U.S. residency required to obtain and retain employment

🏖️ Benefits

• Competitive benefits • Professional development opportunities • Collaborative culture • 100% fully remote employment