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Manager of Client Success, Public Schools

Role overview

Qualifications

  • B.A. or B.S. Degree preferred or commensurate experience
  • 5+ years of proven work experience in a professional B2B setting
  • Experience in SaaS client success or sales role
  • Knowledge of Salesforce and Finalsite Platform required

Responsibilities

  • Manage, coach, and support a team of Client Success Managers (CSMs)
  • Manage a small, high-value book of existing public school clients
  • Build and maintain effective, long-term relationships with key client stakeholders
  • Maintain accurate and up-to-date data in Salesforce for all portfolio clients

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • Client Success Manager
  • English

Hard skills

Other skills

  • Team Leadership
  • Relationship Building
  • Coaching
  • Communication
  • Problem Solving

About the company

Finalsite logo

Finalsite

Computer Software / SaaS

An easier way to manage school communications and strengthen your online presence. #BetterToolsStrongerSchools

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

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

SUMMARY

As the Manager of Client Success, you will be responsible for both direct client management and team leadership. This dual role requires a proactive approach to ensuring client satisfaction, driving product adoption, and fostering a high-performing team.


LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

Team Leadership & Management

  • Manage, coach, and support a team of Client Success Managers (CSMs).

  • Conduct performance reviews, guide and nurture direct reports to maximize their skill set, potential impact, and help them achieve their individual and team goals.

  • Serve as the first level of escalation for client issues, providing immediate guidance and resolution strategies to the team.

Strategic Client Portfolio Management

  • Manage a small, high-value book of existing public school clients, ensuring they receive the full value of their investment in Finalsite.

  • Prioritize and manage the renewal process for portfolio and team clients to ensure positive outcomes and maximize retention.

  • Manage the long-term health of the client base, identifying areas of risk and proactively implementing strategies to ensure account retention.

  • Proactively drive product adoption and identify & execute on growth/upsell opportunities within existing accounts.

Client Engagement & Relationship Building

  • Prioritize and conduct defined Client Engagement activities with each portfolio client (by phone or in person).

  • Build and maintain effective, long-term relationships with key client stakeholders.

  • Develop and share best-practice materials with the broader client base to drive success.

Operational Excellence & Reporting

  • Maintain accurate and up-to-date data in Salesforce, Totango or other applications for all portfolio clients for self and team.

  • Manage all aspects of the opportunity pipeline related to renewals and growth opportunities.

QUALIFICATIONS AND SKILLS

  • B.A. or B.S. Degree would be preferred or commensurate experience.

  • 5+ years of proven work experience in a professional B2B setting with some experience in SaaS client success or sales role

  • Experience meeting with senior executives and stakeholders at client organizations preferred

  • Knowledge of and comfort with SaaS products and services

  • Salesforce knowledge required

  • Knowledge of the Finalsite Platform 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 all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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