Remote Client Success Manager – EdTech & FinTech Ops

Earn Modes

Northern (KY)

Hybrid

USD 95,000 - 125,000

Full time

3 days ago

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Benefits offered by this job

Remote work

Flexible schedule

Professional development

Job summary

Finalsite is seeking an experienced Customer Success Manager for Independent and Charter School segments. This remote role embeds with school finance offices, handling RevTrak payments and full portfolio adoption across CMS, EMS, and Marketing Services.

You will own client relationships with CFOs, bookkeepers, and operational leaders; drive reconciliation, reporting, and audits; translate financial terms to product teams; grow account health and Net Revenue Retention across the portfolio.

Qualifications

5+ years in client success, account management, SaaS support, or school finance ops.
Comfort with payment processing, reconciliation, and ledgers.
Experience with Independent/Charter schools is a plus.

Responsibilities

Own school finance relationships and serve as primary contact for business managers and CFOs.
Lead reconciliation and investigation of transactions and discrepancies.
Guide clients in pulling financial reports for audits and board reporting.
Bridge school finance terms to product/engineering needs and translate tickets into solutions.
Drive adoption and value realization across CMS, EMS, Communications, and Marketing Services.