Remote Client Success Manager — EdTech Growth & Renewal

Finalsite; Glastonbury (CT); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Finalsite is seeking a Client Success Manager (CSM) to manage a portfolio of named accounts in a 100% remote role within the United States. You’ll focus on retention, adoption, and growth by aligning product capabilities with client goals.

You’ll partner with clients across K–12 districts and schools, drive health scores, coordinate cross‑functional support, and identify upsell opportunities while ensuring exceptional service and alignment with Finalsite’s mission.

Qualifications

• 3-5 years of experience in client success, support, sales, implementation, or a related function.
• Excellent communication and interpersonal skills; empathetic, consultative, and confident in negotiation and conflict resolution.
• Highly organized and detail-oriented; able to manage a portfolio of accounts with varying needs.
• Strong multitasking ability in a fast-paced environment, with the agility to shift priorities.
• Ability to work independently while contributing to a collaborative team culture.
• Bachelor’s degree or equivalent experience.
• A passion for K–12 education and commitment to Finalsite’s mission.

Responsibilities

• Strategic Client Partnership: Consult with assigned clients, understanding their goals and structure.
• Account Ownership & Retention: Own net revenue retention and manage renewals with proactive relationship-building.
• Value and Adoption Driver: Demonstrate platform value and drive product adoption to reinforce loyalty.
• Growth Identification: Identify upsell/cross-sell opportunities and hand leads to Sales.
• Supplemental Services Sales: Sell training or consulting to deepen adoption.
• Risk Management: Monitor engagement and mitigate churn risks using health scores and surveys.
• Client Advocacy: Coordinate across teams to remove roadblocks for clients.
• Process Excellence: Maintain data integrity in Salesforce and ChurnZero per SOPs.
• Engagement Logging: Record all activities to ensure proactive support.

Skills

Client success

SaaS experience

Education industry

Communication

Organization

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

ChurnZero

Job description

Finalsite is seeking a Client Success Manager (CSM) to manage a portfolio of named accounts in a 100% remote role within the United States. You’ll focus on retention, adoption, and growth by aligning product capabilities with client goals.

You’ll partner with clients across K–12 districts and schools, drive health scores, coordinate cross‑functional support, and identify upsell opportunities while ensuring exceptional service and alignment with Finalsite’s mission.