11mo ago

Contracts & Billing Client Success Manager - School Background

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Customer Success ManagerCustomer

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Quick Summary

Key Responsibilities

Training schools through the onboarding and implementation process.

Technical Tools

Customer Success ManagerCustomer

Role & Responsibilities

Reporting to the Vice President of Client Experience, your primary objective will be to ensure that the schools you work with are fully implemented, trained, and supported throughout the year so that they are able to use the Clarity software to achieve their strategic priorities and operational goals.

As a Client Success Manager for Contracts & Billing, you won’t just be supporting schools—you’ll be guiding them through processes that directly impact their financial sustainability. Schools trust us because our CSMs have walked in their shoes. Whether it’s helping a business officer streamline tuition billing, ensuring compliance with accounting best practices, or providing insight into family payment trends, your expertise will make a tangible difference.

If you have spent time working in school administration and want to use that experience to help others, this role is for you.

We have assembled a diverse team of highly qualified and experienced industry professionals to build and deliver Clarity. You will work alongside a team of client success managers that each maintain a portfolio of schools. This role will specifically involve the following responsibilities:

Training schools through the onboarding and implementation process.
Proactively scheduling and leading regular check in calls with schools throughout the year and ensuring that they are on track to hit their goals using Clarity.
Serving as a trusted thought partner to schools.
Communicating with the product team any feature requests or product improvements that could be made to better serve the schools and families who benefit from the use of Clarity software.
Responding quickly to support inquiries that schools submit and escalating relevant ones to the appropriate internal teams.
Soliciting and documenting feedback data from client schools.
Attending and participating in regular team/company meetings as scheduled.
Attending and participating in professional conferences as needed.
Developing and maintaining training materials resources for school users.
Performing other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Candidate Qualifications

A minimum of 3 years’ direct work experience in a PK-12 school administrative office or non-profit billing and accounting.
Familiarity with financial concepts; comfortable interpreting invoices, ledgers, and basic accounting or reporting documents.
Experience working with spreadsheets to analyze data, identify trends, and support decision-making.
Maintains a growth mindset and is eager to join a quickly growing team that provides many opportunities for personal and professional growth.
Embraces uncertainty and views the ability to design processes with excitement.
Genuinely enjoys and finds fulfillment in helping people solve their problems.
High technical aptitude—the ability to learn software quickly. Regularly used tools include HubSpot, Zoom, Google Workspace, Loom, Intercom, LogRocket, Linear, and Notion.
Excellent organizational, time management, and communication skills.
Experience using spreadsheets to analyze data and drive decision making.
A CPA or formal accounting training is a plus but not required; candidates with financial literacy and a willingness to deepen their understanding of accounting and reporting will be successful.

Benefits

You will be paid competitively, receive stock options and have a variety of other benefits, including 100% company-sponsored health, medical and dental insurance.
Clarity has grown from 0 to 70 employees in under 3 years and is poised for continued growth.
Clarity is a product focused organization that consistently invests in improving the experience of its school and family users.
Clarity is a fully remote work environment, but also provides both team specific and company sponsored offsites every year.