Client Success Associate

Finalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world. The company’s people, products and services transform how schools connect and engage with their community, recruit students and staff, and fundraise; while managing the complex requirements around data privacy, accessibility, hosting and security. Finalsite products and services include award-winning website designs, a robust content management system, mass communications tools, a powerful enrollment management system, innovative inbound marketing tools, data integration, training, support and marketing consulting. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com.

VISION

Finalsite will transform the way school communities engage with their schools.

SUMMARY OF THE ROLE

The Client Success Associate (CSA) is responsible for working with and supporting the Digital Client Success (DCS) team. The DCS team ensures that our clients are getting the full value out of their investment in Finalsite and will proactively drive product adoption and identify & execute on upsell opportunities. The CSA will help to support the team with regular and accurate reporting, building contracts, task and data management, and work to assist with the needs of our quickly growing client base.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

• Support 6+ Client Success Managers on assigned accounts to promote high levels of customer satisfaction and product renewal
• Monitor team task queues and assist with task assignment and completion.
• Engage with clients via email, chatbots, Zoom, and other digital communications methods to answer questions, deliver contract information, and provide best practices advice
• Assist in maintaining and improving accurate data on clients in Salesforce
• Learn and develop the working knowledge of the Finalsite Product Lines required to locate/source best-practice materials to share with our customer base
• Prepare reports and software audits for Client Success Managers
• Develop and implement client email campaigns
• Assist in maintaining Customer Success software
• Learn and develop the skills required to successfully assist sales at the enterprise level and understand the role, skills, attitude, habits, and responsibilities of an accomplished Client Success Manager

QUALIFICATIONS AND SKILLS

• B.A. or B.S. Degree would be preferred or commensurate experience.
• Proven experience working in a team-response environment, sharing accounts, tasks, and responsibility.
• Proven work experience in a professional B2C setting with some experience in SaaS customer success or sales role.
• Entry-level experience with websites built via content management systems (Wordpress, Squarespace, Wix, Weebly, Joomla, etc.) preferred.
• Entry-level experience in Client Success, or comparable field, preferred.
• Knowledge of and comfort with SaaS products and services.
• Salesforce knowledge is helpful but not required.
• Knowledge of the Finalsite Platform preferred but not required.
• Knowledge of or familiarity with Customer Success software platforms helpful but not required.
• Excitement and enthusiasm for the edtech industry.
• Travel as needed.

RESIDENCY REQUIREMENT

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.

DISCLOSURES

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 Finalsite's 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 don't 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 finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.