Customer Success Manager

Job Summary

Seeking a detail-oriented, full-time Customer Success Manager focused on ParentSquare Pay, who will manage the end-to-end onboarding and integration of customers, build relationships with key decision-makers, and drive adoption and retention in a remote environment.

Key responsibilities:

• Manage new account setup from intake to activation, including configuration of payment systems and workflows
• Proactively oversee a portfolio of accounts, ensuring successful usage and relationship management with school finance staff
• Conduct onboarding trainings and monitor account health to drive customer engagement and transaction activity

Required qualifications:

• 2+ years of experience in Customer Success, Account Management, or Implementation within a SaaS or Fintech environment
• Experience with K-12 schools, districts, or EdTech platforms is preferred
• Familiarity with technical/financial systems, particularly payment gateways like Stripe
• Data-driven mindset to act on account health metrics for proactive outreach
• Strong communication and relationship-building skills with non-technical stakeholders