SchooLinks

Controller

• Own the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting
• Direct and scale the accounting function, including recruiting, performance management, coaching, and succession planning
• Manage day-to-day accounting operations including accounts payable, accounts receivable, payroll, and general ledger
• Ensure compliance with ASC 606 revenue recognition standards and other relevant accounting guidance
• Prepare GAAP-compliant financial statements and management reports
• Lead the annual audit process and manage relationships with external auditors
• Build, implement, and maintain internal controls
• Manage cash flow forecasting, banking relationships, and treasury functions
• Partner with FP&A on budgeting, forecasting, and variance analysis
• Oversee tax compliance, including federal, state, and local filings
• Lead and develop the accounting team, establishing best practices and professional development opportunities
• Evaluate and implement accounting systems and tools to improve efficiency and scalability

Customer Success Manager

• Work in a collaborative team to meet engagement, usage, and renewal targets for your portfolio of districts.
• Assess usage, engagement, and outcome data to determine health and action needed at each of your districts.
• Build and maintain director and executive level relationships at each of your districts.
• Facilitate renewal process (quote, verbal approval, signature) for your districts.
• Provide well-structured customer feedback to the Product Team, collected during customer engagements.
• Continuously define and document problems and challenges faced by districts.
• Keep account records and notes updated in a CRM such as SalesForce, Gainsight or other CS tools.

Customer Success Manager, SMB / Scale Team

• Work in a collaborative team to meet engagement, usage, and renewal targets for your portfolio of districts.
• Assess usage, engagement, and outcome data to determine health and action needed at each of your districts.
• Build and maintain director and executive level relationships at each of your districts.
• Facilitate renewal process (quote, verbal approval, signature) for your districts.
• Provide well-structured customer feedback to our Product Team, collected during the various customer engagements.
• Continuously define, document problems and challenges faced by our districts.
• Keep account records and notes updated in a CRM such as SalesForce, Gainsight or other CS tools.

Controller

Customer Success Manager, SMB / Scale Team

Customer Success Manager – Enterprise