Client Success Manager
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Job Description
Client Success Manager retaining and growing K–12 school accounts for Finalsite’s integrated education technology platform. Driving adoption, renewals, advocacy, and expansion.
Responsibilities:
- Serve as a consultative advisor to assigned K–12 district, independent, and charter school clients
- Own net revenue retention for the assigned book of business
- Manage renewal processes through proactive relationship-building and clear articulation of platform value
- Drive product adoption and showcase outcomes reinforcing client investment and loyalty
- Identify and qualify upsell and cross-sell opportunities and transition leads to Sales
- Sell follow-on training and consulting services
- Monitor engagement, satisfaction, health scores, CSAT/NPS, usage data, and referenceability metrics
- Mitigate churn risks through strategic intervention
- Advocate internally for clients and coordinate across teams to remove technical, commercial, and operational roadblocks
- Maintain data integrity in ChurnZero and Salesforce and follow Client Success SOPs
- Execute and log required engagement activities for the client portfolio
Requirements:
- At least 3–5 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
- Strong multitasking ability in a fast-paced environment
- Ability to work independently and contribute to a highly collaborative team culture
- Bachelor’s degree or equivalent experience
- Passion for K–12 education and commitment to Finalsite’s mission
- Must be a permanent resident of the United States
- Current and continued residency within the United States required to obtain and retain employment
Benefits:
- Competitive benefits
- Professional development opportunities
- Collaborative culture built on partnership and purpose
- Opportunity to grow your career
- 100% fully remote employment
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