Client Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a consultative advisor for designated K–12 district, independent, and charter school clients.

• Take ownership of net revenue retention for the allocated book of business.

• Oversee renewal processes by fostering proactive relationships and clearly communicating platform value.

• Promote product adoption and demonstrate outcomes that reinforce client investment and loyalty.

• Identify and assess upsell and cross-sell opportunities, transitioning leads to the Sales team.

• Offer follow-on training and consulting services.

• Track engagement, satisfaction, health scores, CSAT/NPS, usage data, and metrics for referenceability.

• Reduce churn risks through strategic interventions.

• Serve as an advocate for clients internally and collaborate with teams to eliminate technical, commercial, and operational obstacles.

• Ensure data integrity in ChurnZero and Salesforce while adhering to Client Success SOPs.

• Execute and document necessary engagement activities for the client portfolio.

⛳️ Requirements

• A minimum of 3–5 years of experience in client success, support, sales, implementation, or a similar role, ideally in a SaaS or education-centric environment.

• Exceptional communication and interpersonal skills.

• Empathetic, consultative, and confident in negotiations and conflict resolution situations.

• Highly organized with a strong attention to detail.

• Demonstrated ability to multitask in a dynamic environment.

• Capacity to work independently while also contributing to a highly collaborative team culture.

• Bachelor’s degree or equivalent experience is required.

• A passion for K–12 education and a commitment to Finalsite’s mission.

• Must be a permanent resident of the United States.

• Ongoing residency in the United States is essential to secure and maintain employment.

🏝️ Benefits

• Competitive benefits package.

• Opportunities for professional development.

• A collaborative culture founded on partnership and purpose.

• Potential for career growth.

• Fully remote employment (100%).