Customer Success Manager

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

📋 Description

• Oversee the setup of new ParentSquare Pay accounts from initiation to activation.

• Establish Stripe/bank accounts and assist districts in navigating government-entity verification (KYC).

• Set up GL codes, payment roles/permissions, fee structures, and approval workflows.

• Manage and maintain a portfolio of ParentSquare Pay accounts.

• Foster relationships with financial decision-makers in schools and districts.

• Promote post-setup adoption through 30/60/90-day follow-ups and account health assessments.

• Eliminate obstacles and facilitate accounts to achieve their first transaction and ongoing usage.

• Conduct onboarding training sessions, webinars, drop-in office hours, and best-practice workshops.

• Address inquiries related to payment reporting, reconciliation, and payout timing.

• Re-onboard accounts following staff turnover and process updates or escalations as needed.

• Identify opportunities to broaden payment applications and collaborate with Customer Success/Sales on renewals.

• Report configuration challenges, feature deficiencies, and customer insights to Product Management and Engineering.

⛳️ Requirements

• A minimum of 2 years of relevant experience in Customer Success, Account Management, or Implementation within a SaaS, Fintech, or software setting.

• Previous experience with or support for K-12 schools, districts, or EdTech platforms is highly desirable.

• Proficient in navigating technical/financial systems and confident in methodical troubleshooting.

• Familiarity with Stripe/Stripe Connect or payment gateways is advantageous.

• Data-savvy mindset with the capability to leverage usage/account-health metrics for proactive engagement.

• Strong communication, project management, and relationship-building abilities with non-technical school personnel.

• Exceptional attention to detail; comfortable being the final check on setups involving financial transactions.

🏝️ Benefits

• Employer-funded health insurance (including coverage for dependents).

• An employer-matched 401K retirement savings plan starting from day one.

• Paid Parental Leave.

• Stock options.

• Health and wellness reimbursements.

• Increasing PTO each year.

• 15 paid holidays, including your birthday.

• Fully remote work arrangement.

• Tools and equipment provided for a home office.