Remote Client Success Manager — EdTech SaaS

Finalsite; Indiana (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

Finalsite is seeking a Client Success Manager to lead a named book of business in a 100% remote US-based role. You’ll focus on retention, growth, and client advocacy, acting as the voice of the client across teams to maximize product adoption and value.

In this senior, relationship-driven position, you’ll manage renewals, identify upsell opportunities, and coordinate training or consulting services to deepen adoption, while upholding data integrity in systems like ChurnZero and Salesforce.

Qualifications

• 3–5 years in client success, support, sales, or related SaaS/education roles.
• Excellent communication and interpersonal skills; consultative and empathetic.
• Highly organized with portfolio management experience.
• Strong multitasking in a fast-paced environment.
• Ability to work independently and within a team.
• Bachelor’s degree or equivalent experience.
• Passion for K–12 education and Finalsite mission.

Responsibilities

• Serve as consultative advisor to assigned clients and understand their goals.
• Own renewal process and maintain net revenue retention.
• Drive adoption and showcase outcomes to reinforce value.
• Identify and qualify upsell/cross-sell opportunities with the Sales team.
• Sell follow-on services like training or consulting.
• Monitor engagement and mitigate churn risks with health metrics.
• Advocate for clients across teams to remove roadblocks.
• Maintain data integrity in SOPs and platforms (ChurnZero, Salesforce).
• Log engagement activities for proactive client support.

Skills

Client success

Communication

Organization

Multitasking

Independent work

K-12 education passion

Education

Bachelor's degree or equivalent

Job description

Finalsite is seeking a Client Success Manager to lead a named book of business in a 100% remote US-based role. You’ll focus on retention, growth, and client advocacy, acting as the voice of the client across teams to maximize product adoption and value.

In this senior, relationship-driven position, you’ll manage renewals, identify upsell opportunities, and coordinate training or consulting services to deepen adoption, while upholding data integrity in systems like ChurnZero and Salesforce.