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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management and client onboarding, with a strong focus on managing multiple projects, financial workflows, and effective communication. Capable of translating complex client needs into actionable implementation plans while maintaining high attention to detail.
Highest-signal resume keywords
Project ManagementClient OnboardingFinancial WorkflowsSaaS ImplementationsAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementImplementationFinancial ReportingBilling SchedulesData DocumentationWorkflow AnalysisConfiguration ManagementClient Relationship ManagementRisk IdentificationPerformance Metrics
Soft Skills
Client-Facing CommunicationInterpersonal SkillsAttention to DetailProactive Problem SolvingAdaptability
Tools & Technologies
SaaS SolutionsK–12 Education TechnologyBilling/Payment PlatformsFinancial Systems
Certifications & Qualifications
Project Management Certification
Industry Keywords
Professional ServicesClient ImplementationEnrollment ManagementOperational ImpactConfiguration Decisions
About the role
Key responsibilities & impact- Guide schools and districts through successful implementation and launch of Finalsite solutions
- Own the project experience from kickoff through launch and transition
- Manage multiple projects simultaneously, balancing scope, timelines, deliverables, client expectations, dependencies, and project performance metrics
- Proactively manage milestones, identify risks and roadblocks, and maintain alignment between clients and internal stakeholders
- Build trusted client relationships and provide consultative guidance
- Lead discovery conversations and translate client needs into implementation requirements and actionable plans
- Coordinate with cross-functional teams and subject matter experts
- Lead client meetings, implementation discussions, and training sessions
- Set expectations around scope, responsibilities, deliverables, timelines, and product capabilities
- Gather and document billing and financial requirements
- Help clients understand the impact of configuration decisions on workflows, reporting, and daily operations
- Develop working knowledge of client operational and financial workflows, including tuition and fees, billing schedules, payments, credits/refunds, financial reporting, and related data requirements
- Maintain clear project documentation
- Anticipate client needs, resolve challenges, and support transition from implementation to ongoing support
Requirements
What you’ll need- 3+ years of experience in project management, implementation, professional services, client onboarding, or a related role
- Proven ability to manage multiple projects simultaneously with varying levels of complexity, scope, and timelines
- Strong client-facing communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to understand business processes, identify gaps, and translate complex requirements into actionable next steps
- Comfortable working with numbers and financial concepts, including fees, billing schedules, payments, account balances, credits/refunds, reconciliation, and financial reporting
- Ability to discuss financial workflows with clients and understand the operational impact of configuration decisions
- Formal accounting credentials or CPA-level accounting expertise are not required
- High attention to detail with client data, financial information, configuration requirements, and project documentation
- Ability to work independently, anticipate challenges, and proactively solve problems
- Comfortable learning and working across multiple software systems and tools
- Ability to thrive in a fast-moving environment with competing priorities
- Project management certification is a plus
- Previous experience with SaaS implementations, K–12 education technology, enrollment management, billing/payment platforms, financial systems, or similar solutions is a plus
- Must be a permanent resident of the United States
- Current and continued residency in the United States is required to obtain and retain employment
Benefits
Comp & perks- Competitive benefits
- Professional development opportunities
- Collaborative culture built on partnership and purpose
- 100% fully remote employment opportunity
- Equal employment opportunity and reasonable accommodation for persons with disabilities or special needs