Client Success Manager
New
F
FinalsiteEdTech
100% Remote - Anywhere within the USFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3-5 years
- Required Skills
- SalesforceSaaSAccount Management
Requirements
- 3-5 years of experience in client success, support, sales, or implementation.
- Experience in a SaaS or education-focused environment preferred.
- Excellent communication and interpersonal skills.
- Empathetic, consultative, and confident in negotiation and conflict resolution.
- Highly organized and detail-oriented with portfolio management experience.
- Strong multitasking ability in a fast-paced environment.
- Ability to work independently and as part of a collaborative team.
- Bachelor’s degree or equivalent experience.
- Passion for K–12 education and commitment to Finalsite’s mission.
Responsibilities
- Serve as a consultative advisor to assigned clients, maintaining a deep understanding of their organizational structure and strategic goals.
- Own net revenue retention and manage all aspects of the renewal process.
- Drive product adoption and showcase outcomes to reinforce client investment.
- Identify and qualify upsell and cross-sell opportunities, transitioning leads to the Sales team.
- Sell follow-on services like training or consulting to deepen product adoption.
- Monitor client engagement and satisfaction metrics to proactively mitigate churn risks.
- Coordinate across internal teams to remove technical, commercial, or operational roadblocks.
- Maintain data integrity in ChurnZero and Salesforce, adhering to internal SOPs.
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