Contracts & Billing Client Success Manager – School Background

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

📋 Description

• Facilitate the onboarding and implementation process for schools

• Proactively arrange and conduct regular check-in calls with schools throughout the year

• Ensure that schools are progressing towards their objectives using Clarity

• Act as a reliable thought partner for schools

• Relay feature requests and opportunities for product enhancements to the product team

• Address school support inquiries and escalate pertinent issues to the appropriate internal teams

• Gather and document feedback data from client schools

• Attend and engage in regular team and company meetings

• Participate in professional conferences as required

• Create and maintain training materials and resources for school users

• Carry out other duties as necessary or assigned within the scope of the classification

⛳️ Requirements

• At least 3 years of direct experience in a PK-12 school administrative office or nonprofit billing and accounting

• Knowledge of financial principles; comfortable interpreting invoices, ledgers, and basic accounting or reporting documents

• Experience using spreadsheets to analyze data, identify trends, and support decision-making

• A growth mindset and enthusiasm for joining a rapidly expanding team

• Ability to navigate uncertainty and design processes

• A genuine passion for helping individuals solve their challenges

• Strong technical aptitude and ability to quickly learn new software

• Familiarity with HubSpot, Zoom, Google Workspace, Loom, Intercom, LogRocket, Linear, and Notion

• Exceptional organizational, time management, and communication skills

• Experience utilizing spreadsheets to analyze data and inform decision-making

• CPA or formal accounting training is advantageous but not mandatory

• Financial literacy and a willingness to enhance understanding of accounting and reporting

🏝️ Benefits

• Stock options

• 100% company-sponsored health, medical, and dental insurance

• Fully remote work environment

• Annual team-specific offsites

• Company-sponsored offsites each year

• Opportunities for personal and professional development

• A product-focused organization that prioritizes enhancing the experience for schools and families