Strategic Education SaaS Client Success Lead

Finalsite; Glastonbury (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Finalsite is seeking a Senior Client Success Manager to manage a named account portfolio while driving retention, adoption, and growth across K–12 clients. This remote, US-based role partners with cross-functional teams to maximize value and minimize churn.

As a trusted advisor, you will guide clients through product adoption, deliver strategic insights, and identify upsell opportunities in alignment with Finalsite’s mission to empower schools and families through technology and dedicated

Qualifications

• 5-7 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; capable of managing a portfolio of accounts with varying needs and timelines.
• Strong multitasking ability in a fast-paced environment, with the agility to shift priorities as needed.
• Ability to work independently while also contributing to a highly 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: Serve as a consultative advisor, understanding client organizational structure and goals.
• Account Ownership & Retention: Drive net revenue retention and manage renewals through proactive relationship-building.
• Value and Adoption Driver: Maximize product adoption and demonstrate platform value to reinforce loyalty.
• Growth Identification: Identify upsell and cross-sell opportunities with Sales.
• Supplemental Services Sales: Proactively sell training and consulting services to deepen adoption.
• Risk Management: Monitor client health and implement interventions to mitigate churn.
• Client Advocacy: Act as internal advocate, coordinating cross-functional teams to remove blockers.
• Internal Leadership: Lead cross-organizational conversations to improve communication.
• Market and Industry Expertise: Serve as a knowledge leader on trends and competitors.
• Team Support and Mentorship: Support peers and invite them into projects.
• Innovation and Adaptability: Introduce strategies for growth and adapt to market changes.
• Process Excellence: Ensure data integrity in systems and log engagement activities.

Skills

Excellent communication

Interpersonal skills

Highly organized

Strong multitasking

Independent worker

Education

Bachelor’s degree or equivalent experience

Job description

Finalsite is seeking a Senior Client Success Manager to manage a named account portfolio while driving retention, adoption, and growth across K–12 clients. This remote, US-based role partners with cross-functional teams to maximize value and minimize churn.

As a trusted advisor, you will guide clients through product adoption, deliver strategic insights, and identify upsell opportunities in alignment with Finalsite’s mission to empower schools and families through technology and dedicated