Finalsite

Account Executive

• Complete required onboarding, product training, and sales methodology certification
• Identify and prioritize new client targets within an assigned segment
• Identify and cultivate cross-sell opportunities within assigned existing clients
• Conduct discovery calls to uncover client goals, challenges, and success criteria
• Build and deliver needs-based product demonstrations
• Articulate product value proposition, competitive differentiation, and ROI
• Maintain accurate CRM documentation of discovery, next steps, and opportunity progression
• Drive pipeline and bookings through outbound prospecting, inbound lead engagement, and expansion within smaller existing clients
• Work closely with Marketing to identify, engage, and qualify opportunities
• Own customer and prospect conversations end to end and advance opportunities toward close

Associate Sales Consultant

Strategist

• Serve as the primary digital analytics subject matter expert across Professional Services
• Analyze website and marketing data to identify trends, opportunities, and areas for improvement
• Translate complex findings into clear, actionable recommendations
• Conduct analytics audits and troubleshoot tracking, configuration, reporting, and data-quality issues
• Develop strategies to improve website performance, user experience, engagement, conversions, enrollment, and organizational goals
• Provide analytics consultation to internal teams
• Stay current on analytics, measurement, privacy, AI, search, and digital marketing developments
• Lead and evolve Finalsite’s Insights and Optimization subscription service
• Deliver client education, consultation, training, office hours, and optimization guidance
• Create scalable educational content, consultation frameworks, and recurring programming
• Develop repeatable processes, standards, and best practices for service scalability
• Manage and improve the client lifecycle from intake and technical onboarding through service delivery and offboarding
• Monitor service performance and client engagement and recommend improvements
• Identify opportunities to leverage AI, automation, and emerging technologies
• Collaborate with Sales, Customer Success, Product, DMS, and Professional Services
• Maintain relationships with analytics and user behavior technology partners
• Develop internal analytics guidance, training, and best practices

Senior Digital Analytics Strategist

Digital Marketing

• Serve as the primary point of contact for an assigned portfolio of Digital Marketing Services clients.
• Manage the day-to-day client experience and delivery of SEO, PPC, and Social Advertising services.
• Coordinate project timelines, deliverables, responsibilities, and next steps across clients, internal teams, and external partners.
• Maintain regular client communication through Zoom, email, and other channels.
• Lead client meetings, establish objectives and agendas, document next steps, and ensure follow-through.
• Identify project risks, client concerns, and delivery challenges and escalate them to the DMS Team Lead.
• Communicate campaign performance, results, recommendations, and actionable next steps to clients.
• Review campaign performance and collaborate with specialists, partners, and vendors on optimization opportunities.
• Stay informed about digital marketing, search, advertising, AI, and K–12 marketing trends.
• Support new DMS capabilities, processes, and service offerings.
• Build client relationships supporting retention and satisfaction.
• Monitor client health, address retention risks, and support renewal conversations.
• Identify opportunities for additional Finalsite services and connect them with internal teams.
• Maintain accurate project documentation, client records, timelines, and internal communications.
• Collaborate with DMS colleagues, digital marketing specialists, external partners, Sales, and other Finalsite teams.
• Leverage AI and automation to improve workflows, productivity, client communication, and service delivery.
• Provide coverage for other DMS Project Managers and Coordinators when necessary.

Digital Marketing Services Project Coordinator

Accounts Receivable

• Manage the AR aging report proactively by conducting outreach on outstanding balances and flagging accounts for collections review
• Post customer deposits daily and maintain current, reconciled cash application
• Serve as the first point of contact for inbound customer and internal AR inquiries
• Resolve billing questions and disputes end-to-end
• Maintain accurate records in NetSuite and the AR case management tool for reliable DSO and AR reporting
• Upload invoices into customer vendor portals and complete vendor packets
• Assist customers by phone with credit card payment processing
• Coordinate with Sales and Finance teams to resolve outstanding-account disputes
• Drive resolution of escalations blocking customer payments
• Pull and analyze AR aging and collections reports to monitor account status and prioritize outreach
• Own assigned escalations, disputes, inquiries, tasks, and projects through resolution
• Participate in ad hoc Finance projects, including system migrations, process changes, and workflow implementations

Collections & AR Specialist

Application Engineer

• Identify, triage, and remediate security vulnerabilities across web applications and proprietary software systems
• Conduct technical vulnerability triage using SAST, DAST, penetration testing reports, and bug bounty programs
• Modify and refactor .NET/C# code to remediate security vulnerabilities according to risk prioritization schedules
• Develop, maintain, and enforce secure coding standards across development teams
• Implement reusable secure coding patterns such as ORM and output encoding frameworks
• Assist software developers with code reviews and remediation of complex security flaws
• Monitor emerging web application threats, exploit techniques, and OWASP Top 10 updates
• Ensure application security controls comply with central, state, and international data protection laws
• Support compliance with FERPA, COPPA, GDPR, and UK GDPR requirements

Senior Application Security Engineer

Customer Success Manager

• Serve as the primary point of contact for business managers, CFOs, bookkeepers, and operational leaders at partner schools
• Guide finance teams through reconciliation of platform transaction data against bank statements, general ledgers, and Student Information Systems
• Own discrepancy tickets, investigate transaction logs and chargebacks, and explain root causes
• Guide clients in pulling and customizing financial reports for board reporting, month-end/year-end close, and external audits
• Translate school fund accounting terminology into actionable solutions for product and engineering teams
• Manage a portfolio of Independent and Charter school accounts
• Drive account health, customer satisfaction, referenceability, transaction volume adoption/growth, and Net Revenue Retention
• Guide leadership teams across Finalsite’s CMS, EMS, Communications, Admissions, and Marketing Services ecosystem
• Identify upsell, cross-sell, training, design, and consulting opportunities with Sales
• Track account health metrics using ChurnZero and Salesforce, identify churn indicators, and advocate for clients

Associate Sales Consultant

Senior Digital Analytics Strategist

Digital Marketing Services Project Coordinator

Collections & AR Specialist

Senior Application Security Engineer

Client Success Manager – Independent & Charter Schools