
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.
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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.
• Guide schools and districts through successful implementation and launch of Finalsite solutions • Own the project experience from kickoff through launch and transition • Manage multiple projects simultaneously, balancing scope, timelines, deliverables, client expectations, dependencies, and project performance metrics • Proactively manage milestones, identify risks and roadblocks, and maintain alignment between clients and internal stakeholders • Build trusted client relationships and provide consultative guidance • Lead discovery conversations and translate client needs into implementation requirements and actionable plans • Coordinate with cross-functional teams and subject matter experts • Lead client meetings, implementation discussions, and training sessions • Set expectations around scope, responsibilities, deliverables, timelines, and product capabilities • Gather and document billing and financial requirements • Help clients understand the impact of configuration decisions on workflows, reporting, and daily operations • Develop working knowledge of client operational and financial workflows, including tuition and fees, billing schedules, payments, credits/refunds, financial reporting, and related data requirements • Maintain clear project documentation • Anticipate client needs, resolve challenges, and support transition from implementation to ongoing support
• 3+ years of experience in project management, implementation, professional services, client onboarding, or a related role • Proven ability to manage multiple projects simultaneously with varying levels of complexity, scope, and timelines • Strong client-facing communication and interpersonal skills • Strong analytical and problem-solving skills • Ability to understand business processes, identify gaps, and translate complex requirements into actionable next steps • Comfortable working with numbers and financial concepts, including fees, billing schedules, payments, account balances, credits/refunds, reconciliation, and financial reporting • Ability to discuss financial workflows with clients and understand the operational impact of configuration decisions • Formal accounting credentials or CPA-level accounting expertise are not required • High attention to detail with client data, financial information, configuration requirements, and project documentation • Ability to work independently, anticipate challenges, and proactively solve problems • Comfortable learning and working across multiple software systems and tools • Ability to thrive in a fast-moving environment with competing priorities • Project management certification is a plus • Previous experience with SaaS implementations, K–12 education technology, enrollment management, billing/payment platforms, financial systems, or similar solutions is a plus • Must be a permanent resident of the United States • Current and continued residency in the United States is required to obtain and retain employment
• Competitive benefits • Professional development opportunities • Collaborative culture built on partnership and purpose • 100% fully remote employment opportunity • Equal employment opportunity and reasonable accommodation for persons with disabilities or special needs
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