Client Success Manager, Independent & Charter Schools

WHO WE ARE

Finalsite is the most valued partner for K–12 schools to build trust, strengthen community, and grow enrollment. Ranked among the best EdTech Companies in America, Finalsite supports more than 7,000 schools and districts worldwide with an integrated platform for websites, communications, mobile apps, enrollment, and marketing services.

Headquartered in Glastonbury, Connecticut, Finalsite is a global company with employees working remotely across nearly every U.S. state, as well as throughout Europe, South America, and Asia.

We believe people do their best work when they feel supported, connected, and empowered to grow. That’s why we invest in our employees through competitive benefits, professional development opportunities, and a collaborative culture built on partnership and purpose. Whether you’re looking to expand your skills, take on new challenges, or make a meaningful impact in education, Finalsite offers the opportunity to grow your career while helping schools thrive.

At Finalsite, every interaction matters — with our clients, with each other, and with the schools and families we serve. Join us and help shape stronger school communities around the world

Finalsite is seeking an experienced, consultative Customer Success Manager (CSM) dedicated to our Independent and Charter School segments. This role presents a multi-phase growth trajectory within our Client Success organization:

• Initial Focus (Fin Tech Operations):
  You will launch as a specialist embedded with school business offices, finance directors, and bookkeepers who rely on Finalsite’s Rev Trak payment processing and merchant solutions. You will own client relationships around financial reconciliation, fee collections, deposit reporting, and payment workflows.
• Expanded Focus (Full Portfolio Evolution):
  Through structured internal cross-training, your role will expand into a full-portfolio, end-to-end Client Success Manager. You will transition to managing the complete Finalsite platform ecosystem for your assigned Independent and Charter accounts — including Content Management Systems (CMS), Enrollment Management Systems (EMS), Communications & Mobile Apps, Marketing Services, and Admissions tools.

If you thrive on translating complex financial details for business managers today and aspire to lead total platform strategy for independent and charter leaders, this high-impact seat is for you.

100% Remote - Anywhere within the US

Initial Focus:
Rev Trak & Financial Operations

• Own the School Finance Relationship
  :
  Serve as the primary, trusted point of contact for business managers, CFOs, bookkeepers, and operational leaders at partner schools.
• Lead Reconciliation & Investigation
  :
  Walk finance teams through reconciling platform transaction data against bank statements, general ledgers, and Student Information Systems (SIS). Take ownership of discrepancy tickets, investigate transaction logs and chargebacks, and clearly explain root causes.
• Drive Reporting & Audit Readiness
  :
  Guide clients in pulling and customizing financial reports (deposits, processing fees, refunds, outstanding balances) required for board reporting, month-end/year-end close, and external audits.
• Bridge Technical & Financial Worlds
  :
  Translate school fund accounting terminology (encumbrances, activity funds, fiscal year timing) to internal product and engineering teams, packaging complex tickets into actionable solutions.

Expanded Focus:
Strategic Account Ownership & Full Portfolio Partnership

• Strategic Account & Volume Ownership
  :
  Manage a dedicated portfolio of Independent and Charter school accounts, driving overall account health, customer satisfaction, referenceability, transaction volume adoption/growth, and Net…