11 дней назад
Client Success Manager, Independent & Charter Schools (EdTech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Success Manager, Independent & Charter Schools (EdTech): Managing financial operations and full-platform client success for independent and charter schools with an accent on payment reconciliation, reporting, SaaS adoption, and strategic account ownership. Focus on investigating transaction discrepancies, guiding schools across CMS, EMS, communications, admissions, and marketing tools, and identifying churn risks and growth opportunities.
Location: 100% remote within the United States; current and continued US residency required
Company
provides an integrated EdTech platform for K–12 schools, including websites, communications, mobile apps, enrollment, and marketing services.
What you will do
- Own relationships with business managers, CFOs, bookkeepers, and operational leaders at independent and charter schools.
- Guide clients through payment reconciliation, fee collections, deposit reporting, refunds, chargebacks, and financial workflows.
- Investigate transaction discrepancies and translate complex financial or technical issues into actionable solutions.
- Manage account health, customer satisfaction, adoption, transaction volume growth, and Net Revenue Retention across a dedicated portfolio.
- Guide school leadership teams across ’s CMS, EMS, communications, admissions, and marketing products.
- Identify expansion opportunities and mitigate churn risks using ChurnZero and Salesforce.
Requirements
- 5+ years of experience in Client Success, Account Management, SaaS Customer Support, school business office, finance, or marketing and communications operations.
- Experience with payment processing, reconciliation workflows, transaction matching, ACH or credit card settlement timing, or ledger entries.
- Familiarity with the operational structures, enrollment drivers, and governance of independent or charter schools.
- Strong spreadsheet and data-analysis skills, including payment logs and root-cause investigation.
- Ability to learn and support a broad SaaS product portfolio and explain complex technical or financial concepts clearly.
- Permanent US residency is required for employment.
Nice to have
- Experience with school finance software, fundraising platforms, or K–12 SIS/ERP tools such as PowerSchool, Blackbaud, Skyward, Infinite Campus, or Veracross.
- Experience with ChurnZero, Gainsight, Salesforce, Zendesk, or Jira.
- Background in accounting, finance, bookkeeping, or fund accounting in an EdTech or FinTech context.
Culture & Benefits
- Fully remote employment within the United States.
- Competitive employee benefits and professional development opportunities.
- Collaborative culture focused on partnership, purpose, and supporting K–12 education.
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