Client Success Manager - District
Client Success | 100% Remote in the U.S | Full Time
Finalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world. The company’s people, products and services transform how schools connect and engage with their community, recruit students and staff, and fundraise; 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, mass communications tools, a powerful enrollment management system, innovative inbound marketing tools, data integration, training, support and marketing consulting. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com.
VISION
Finalsite will transform the way school communities engage with their schools.SUMMARY OF THE ROLE
The Client Success Manager (CSM) is responsible for working with a portfolio of existing public school clients. They will ensure that our clients are getting the full value out of their investment in Finalsite and will proactively drive product adoption and identify & execute on upsell opportunities. They will manage numerous customers at different stages of their lifecycle, all the way through to renewal.
LOCATION
100% Remote - Anywhere within the US
RESPONSIBILITIES
- Prioritize and conduct quarterly business reviews with each portfolio client, either by phone or in person. Make appropriate efforts to meet with each client on at least 3 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 would be preferred or commensurate experience.
- Proven work experience in a professional B2C setting with some experience in SaaS customer success or sales role
- Knowledge of Finalsite's Composer software strongly encouraged
- 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 helpful but not required
- Knowledge of the Finalsite Platform helpful but not required
- Excitement and enthusiasm for the EdTech industry
- Travel as needed
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. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure your email correspondence is coming from a finalsite.com email domain. For added security, where possible, apply through our company website at finalsite.com/jobs.