
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.
• Manage a portfolio of named accounts as a strategic, post-sale partner • Serve as a consultative advisor and understand clients’ organizational structures and strategic goals • Drive net revenue retention and manage the renewal process • Maximize product adoption and demonstrate platform value • Identify, qualify, and transition upsell and cross-sell opportunities to Sales • Sell training and consulting services to accelerate product adoption • Monitor client health using scores, CSAT/NPS, and usage metrics • Implement strategic interventions to mitigate churn risk • Act as internal client advocate and coordinate cross-functional teams to remove roadblocks • Lead cross-organizational conversations to improve communication and reduce friction • Provide expertise on market trends, industry developments, and competitor strategies • Support team members’ projects and success meetings and provide mentorship • Adapt to market, customer, and technology changes and introduce innovative strategies, processes, or products • Maintain data integrity in ChurnZero and Salesforce and follow team SOPs • Complete and log required engagement activities for proactive portfolio support
• 5-7 years of experience in client success, support, sales, implementation, or a related function, preferably in a SaaS or education-focused environment • Excellent communication and interpersonal skills • Empathetic, consultative, and confident in negotiation and conflict resolution scenarios • Highly organized and detail-oriented • Ability to manage a portfolio of accounts with varying needs and timelines • Strong multitasking ability in a fast-paced environment • Agility to shift priorities as needed • Ability to work independently while contributing to a collaborative team culture • Bachelor’s degree or equivalent experience • Passion for K–12 education and commitment to Finalsite’s mission • Permanent residency in the United States • Current and continued residency within the United States required to obtain and retain employment
• Competitive benefits • Professional development opportunities • Collaborative culture • Opportunity to grow your career • 100% fully remote employment
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