Senior Client Success Manager
New
F
FinalsiteEdTech
100% Remote - Anywhere within the USFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5-7 years
- Required Skills
- SalesforceCustomer SuccessSaaSAccount Management
Requirements
- 5-7 years of experience in client success, support, sales, implementation, or a related function.
- Preference for experience in a SaaS or education-focused environment.
- Excellent communication and interpersonal skills, with confidence in negotiation and conflict resolution.
- Highly organized and detail-oriented, capable of managing a portfolio of accounts.
- Strong multitasking ability in a fast-paced, agile environment.
- Ability to work independently while contributing to a collaborative team culture.
- Bachelor’s degree or equivalent experience.
- Passion for K–12 education and commitment to Finalsite’s mission.
Responsibilities
- Serve as a consultative advisor, understanding client organizational structure and strategic goals.
- Drive net revenue retention and manage the renewal process through proactive relationship-building.
- Maximize product adoption and demonstrate platform value to reinforce client investment.
- Proactively identify, qualify, and transition upsell and cross-sell opportunities to the Sales team.
- Monitor client health scores and implement strategic interventions to mitigate churn risk.
- Act as the internal advocate, coordinating cross-functional teams to resolve client roadblocks.
- Ensure data integrity in ChurnZero and SalesForce by logging all engagement activities.
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