Customer Success Manager, ParentSquare Pay
New
P
ParentSquareEdTech Fintech
United StatesFull-TimeMiddle
SalaryUSD 65000 - 85000 / year
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Job Details
- Experience
- 2+ years
- Required Skills
- Project ManagementData AnalysisCustomer SuccessSaaSAccount Management
Requirements
- 2+ years of relevant Customer Success, Account Management, or Implementation experience in a SaaS, Fintech, or software environment.
- Experience working with or supporting K-12 schools, districts, or EdTech platforms (preferred).
- Comfort working inside technical/financial systems with the ability to troubleshoot methodically.
- Experience with Stripe or Stripe Connect (preferred).
- Data-literate mindset with the ability to act on usage and account-health metrics.
- Excellent project management and relationship-building skills.
- Strong communication ability, specifically when working with non-technical school staff.
- Extreme attention to detail, particularly regarding financial setups.
Responsibilities
- Manage new account setup from intake to activation including bank account/Stripe configuration and KYC verification.
- Own and manage the success of a portfolio of ParentSquare Pay accounts through proactive relationship building with finance decision-makers.
- Drive account adoption via 30/60/90-day check-ins and data-driven outreach to monitor health and remove blockers.
- Conduct onboarding trainings, webinars, and best-practice sessions for district finance and office staff.
- Provide ongoing support for payment reporting, reconciliation, and troubleshooting payouts.
- Identify expansion opportunities within accounts and collaborate with Sales/CS teams on renewals.
- Surface configuration friction and feature feedback to Product and Engineering teams.
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