Remote Client Success Manager, EdTech Payments

Finalsite; United States; On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Fully remote (US)

Remote-friendly culture

Job summary

Finalsite is seeking an experienced Customer Success Manager to serve Independent and Charter schools. In the initial phase you will embed with school finance teams, handling RevTrak payment processes, reconciliation, and reporting, then expand to a full portfolio across CMS, EMS, and other Finalsite tools.

You will manage a dedicated portfolio, drive adoption, identify upsell opportunities, and collaborate with Sales to expand account value while ensuring audit-ready financial data and strong

Qualifications

• 5+ years of Client Success, SaaS, or related roles.
• Experience with payment processing, reconciliation workflows, and ledger entries.
• Familiarity with Independent and/or Charter school structures.
• Strong analytical and communication skills.

Responsibilities

• Own the School Finance Relationship with business managers, CFOs, bookkeepers, and operational leaders.
• Lead reconciliation and investigation of platform transactions against bank statements and ledgers.
• Guide clients in pulling financial reports for board reporting and audits.
• Translate financial concepts to product/engineering teams to resolve issues.

Skills

Client Success

Account Management

SaaS

Data Analysis

Communication

Tools

ChurnZero

Salesforce

Zendesk

Jira

Job description

Finalsite is seeking an experienced Customer Success Manager to serve Independent and Charter schools. In the initial phase you will embed with school finance teams, handling RevTrak payment processes, reconciliation, and reporting, then expand to a full portfolio across CMS, EMS, and other Finalsite tools.

You will manage a dedicated portfolio, drive adoption, identify upsell opportunities, and collaborate with Sales to expand account value while ensuring audit-ready financial data and strong