Clarity Contracts & Billing Client Success Manager

Clarity Financial, Inc.; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company dedicated to transforming educational opportunities for families. As a Client Success Manager, you will play a pivotal role in guiding schools through the implementation of innovative financial solutions. Your expertise will help schools streamline their billing processes and enhance their financial sustainability. This role offers the chance to work alongside a diverse team of industry professionals, making a tangible impact on the educational landscape. If you are passionate about helping others and thrive in a dynamic environment, this is the perfect opportunity for you to grow both personally and professionally.

Qualifications

• 5+ years experience in PK-12 school business office or non-profit billing.
• Strong preference for candidates with a CPA license.

Responsibilities

• Train schools on onboarding and implementation of Clarity software.
• Lead regular check-in calls and ensure schools meet their goals.
• Document feedback and communicate product improvement requests.

Skills

Organizational Skills

Communication Skills

Time Management

Data Analysis

Problem Solving

Technology Proficiency

Education

Bachelor's Degree

CPA License

Tools

Spreadsheets

Job description

Clarity Contracts & Billing Client Success Manager

Be a trusted guide that helps millions of families to discover, plan for and access the best educational opportunities for their children. Help schools to adapt and operate like the dynamic businesses they must be in order to survive and best serve the families of the future. Build a company where people are able to do the best work of their careers and consistently solve complex problems in novel ways that create unique value in the world.

The first step in fulfilling this mission is our transformative financial aid application, which launched in 2022 and has already grown to over 1000 private K-12 schools and more than 150,000 family users. Building on this momentum, we have just completed a pilot of our next two products: Contracts and Billing, which uniquely position us to solve a variety of problems for both schools and families.

Role & Responsibilities

Reporting to the Vice President of Client Experience, your primary objective will be to ensure that the schools you work with are fully implemented, trained, and supported throughout the year so that they are able to use the Clarity software to achieve their strategic priorities and operational goals.

As a Client Success Manager for Contracts & Billing, you won’t just be supporting schools—you’ll be guiding them through processes that directly impact their financial sustainability. Schools trust us because our CSMs have walked in their shoes. Whether it’s helping a business officer streamline tuition billing, ensuring compliance with accounting best practices, or providing insight into family payment trends, your expertise will make a tangible difference.

If you have spent time working in a school business office and want to use that experience to help others, this role is for you.

We have assembled a diverse team of highly qualified and experienced industry professionals to build and deliver Clarity. You will work alongside a team of client success managers that each maintain a portfolio of schools. This role will specifically involve the following responsibilities:

• Training schools through the onboarding and implementation process.
• Proactively scheduling and leading regular check-in calls with schools throughout the year and ensuring that they are on track to hit their goals using Clarity.
• Serving as a trusted thought partner to schools.
• Communicating with the product team any feature requests or product improvements that could be made to better serve the schools and families who benefit from the use of Clarity software.
• Responding quickly to support inquiries that schools submit and escalating relevant ones to the appropriate internal teams.
• Soliciting and documenting feedback data from client schools.
• Attending and participating in regular team/company meetings as scheduled.
• Attending and participating in professional conferences as needed.
• Developing and maintaining training materials resources for school users.
• Performing other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Candidate Qualifications

• A minimum of 5 years’ direct work experience in a PK-12 school business office or non-profit billing and accounting.
• A current CPA license is strongly preferred.
• Maintains a growth mindset and is eager to join a quickly growing team that provides many opportunities for personal and professional growth.
• Embraces uncertainty and views the ability to design processes with excitement.
• Genuinely enjoys and finds fulfillment in helping people solve their problems.
• Is comfortable with technology and able to learn new systems and software quickly.
• Excellent organizational, time management, and communication skills.
• Experience using spreadsheets to analyze data and drive decision making.

Interested candidates should send a résumé and cover letter to Drew Cocco, Vice President of Client Experience, at [e-mail].

Clarity Financial, Inc. (DBA “Clarity”) is an equal opportunity employer that is committed to diversity and inclusion in the workplace.