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Finalsite is seeking an experienced and relationship-driven Client Success Manager (CSM) to serve as a strategic post-sale partner to a portfolio of named this role the CSM is responsible for the retention growth referenceability and advocacy of their assigned book of business (BoB). By understanding each clients unique goals and challenges the CSM will drive long-term value through adoption proactive engagement and tailored guidance while acting as the clients voice across the organization.
100% Remote - Anywhere within the US
Strategic Client Partnership: Serve as a consultative advisor to assigned clients maintaining a deep understanding of their organizational structure (K12 district independent charter etc.) and strategic goals.
Solution Advocacy: Clearly articulate the value of Finalsites platform and services driving adoption and showcasing outcomes that reinforce client investment and loyalty.
Account Ownership: Manage gross and net revenue retention for assigned BoB through renewals expansion and relationship-building.
Opportunity Identification: Identify upsell and cross-sell opportunities within the software portfolio qualify leads and seamlessly transition them to the Sales team.
Training & Services Sales: Proactively sell follow-on services such as training or consulting to accelerate and deepen product adoption.
Risk Management: Monitor client engagement and satisfaction through tools like health scores CSAT/NPS surveys usage data and referenceability metrics. Proactively mitigate churn risks with strategic intervention.
Client Advocacy: Act as the unwavering advocate for your clients coordinating internally to remove roadblockswhether technical commercial or operational.
Process & Systems Excellence: Complete all assigned tasks in Finalsites Client Success Platform (Totango) and adhere to internal CS team SOPs.
At least 5 years of experience in client success support sales implementation or a related function preferably in a SaaS or education-focused environment.
Excellent communication and interpersonal skills; empathetic consultative and confident in negotiation and conflict resolution scenarios.
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.
Bachelors degree or equivalent experience.
A passion for K12 education and commitment to Finalsites mission.
Finalsite offers 100% fully remote employment opportunities however these opportunities are limited to permanent residents of the United States. Current residency as well as continued residency within the United States is required to obtain (and retain) employment with Finalsite.
Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation please contact Finalsites People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and dont fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a email address. For added security where possible apply through our company website at Experience:
Manager
Full-Time