CareerPlan

Customer Success Manager

El Dorado HillsFull-time2026-08-31 → 2026-11-10
Hybrid

Core

Strategic partner and trusted advisor to a portfolio of K-12 school district customers, driving adoption, retention, and revenue growth for a school finance platform.

Role type

Customer Success Manager (SaaS)

Builds

School finance platform for K-12 districts

Domain

Education (K-12) + School Finance

Required skills

Customer success management, account management, SaaS experience, K-12 software experience, executive stakeholder management, business acumen, product adoption driving, retention management, cross-functional collaboration

Preferred skills

Payments experience, accounting experience

Responsibilities

Manage customer portfolio with zero-churn mindset, deliver renewal and payments-growth targets, conduct semi-annual business reviews with district leadership, drive product adoption and ROI, champion customer feedback to product teams, build customer advocates (references, case studies).