Finalsite is the preferred website, communications, and enrollment software provider of more than 5,000 school districts and 2,500 independent, private and international schools across 115 countries worldwide. We make it easy for schools and districts to transform community engagement, increase enrollment, recruit staff and build brand loyalty; while managing the complex requirements around data privacy, accessibility, hosting, and security.

Finalsite products and services include award-winning website designs, a robust content management system, a dynamic mass notifications system, enrollment management software, integrated mobile app, innovative inbound marketing tools, data integration, training, support and marketing consulting. With a 96% retention rate and 98% client satisfaction score, Finalsite is the preferred choice for school communications tools. For more information, please visit www.finalsite.com

MISSION

VISION

SUMMARY OF THE ROLE

Reporting to the Director of Client Success, Independent Schools, the Client Success Manager (CSM) is responsible for working with a portfolio of existing independent school clients who are located in the Pacific Time Zone. While ensuring that our clients are getting the full value out of their investment in Finalsite, the CSM will proactively drive product adoption and identify & execute on upsell opportunities. The successful candidate will manage numerous customers at different stages of their lifecycle, all the way through to renewal. Location in the Pacific Time Zone is highly preferred but not required.

Ideal applicants will have a minimum of 1 year of experience using Finalsite, while working at a school, as well as experience in a sales role for a SaaS organization with a proven record of success.

LOCATION

100% Remote - Anywhere within the US. Preference will be given to those residing in PST hours.

RESPONSIBILITIES

• Prioritize and conduct quarterly business reviews with each portfolio client, either by phone or in person. Make appropriate efforts to meet virtually or in person with each client on at least 4 occasions each year.
• Prioritize and manage the renewal process to ensure a positive outcome.
• Proactively drive product adoption and identify & execute on upsell opportunities.
• Manage the long-term health of our customer base, identifying areas of risk and ensuring retention.
• Identify and execute on growth opportunities within existing accounts.
• Build best-practice materials to share with our customer base.
• Maintain accurate and up to date data in Salesforce.
• Maintain all aspects of the opportunity pipeline.

QUALIFICATIONS AND SKILLS

• B.A. or B.S. degree preferred, or commensurate experience.
• Proven work experience in a SaaS customer success or sales role.
• At least one-year of experience using Finalsite while working at a school, preferred.
• Experience and/or comfort meeting with senior executives and stakeholders at client organizations preferred.
• Knowledge of and comfort with SaaS products and services.
• Salesforce knowledge is helpful but not required.
• Knowledge of the Finalsite Platform.
• Experience working in private schools or independent schools.
• Excitement and enthusiasm for the EdTech industry.
• Excellent verbal and written communication skills, and ability to explain complex issues in simple terms and for different users.
• Flexibility to travel up to 15%, as needed.

Link to All Staff Competencies and Mental and Physical Requirements

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation.