FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Client Success and Account Management within the SaaS sector, with a strong focus on financial reconciliation, data analysis, and customer advocacy. Proficient in translating complex financial concepts for diverse stakeholders while driving account health and satisfaction.
Highest-signal resume keywords
Client Success ManagementFinancial ReconciliationData AnalysisSaaS Product MasteryAccount Health Metrics
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payment ProcessingReconciliation WorkflowsTransaction MatchingData Log AnalysisRoot-Cause AnalysisFund AccountingFinancial ReportingLedger EntriesCustomer AdvocacyUpselling Strategies
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationProblem-SolvingCustomer Satisfaction FocusAdaptability
Tools & Technologies
ChurnZeroSalesforceZendeskJiraPowerSchoolBlackbaudSkywardInfinite CampusVeracross
Industry Keywords
Independent SchoolsCharter SchoolsEdTechFinTechSaaS Customer SupportSchool Business Office OperationsEnrollment DriversGovernance
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 5+ years of combined experience in Client Success, Account Management, SaaS Customer Support, or School Business Office/Finance/Marcomm operations
- Experience with payment processing, reconciliation workflows, transaction matching, ACH/credit card settlement timing, or ledger entries
- Familiarity with the operational structures, enrollment drivers, and governance of Independent and/or Charter schools
- Proficiency in spreadsheets, analyzing payment/data logs, and identifying root-cause patterns in complex data sets
- Capability and enthusiasm to continuously learn new SaaS products and master Finalsite’s complete software portfolio
- Excellent written and verbal skills, with experience translating complex technical or financial concepts into clear language
- Preferred: experience with school finance software, fundraising platforms, or K–12 SIS/ERP tools such as PowerSchool, Blackbaud, Skyward, Infinite Campus, or Veracross
- Preferred: experience with ChurnZero, Gainsight, Salesforce, Zendesk, or Jira
- Preferred: background in accounting, finance, bookkeeping, or fund accounting in an EdTech/FinTech context
- Permanent residency of the United States; continued U.S. residency required to obtain and retain employment
Benefits
Comp & perks- Competitive benefits
- Professional development opportunities
- Collaborative culture
- 100% fully remote employment