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ParentSquare, a rapidly growing edtech company based in Santa Barbara, is seeking a Customer Success Manager for ParentSquare Pay, their newest payments product serving K-12 schools and districts. You will be the end-to-end owner for a portfolio of ParentSquare Pay customer accounts, acting as both the technical expert and relationship owner throughout the customer lifecycle.
Key responsibilities include:
**Onboarding & Integration**: Manage new account setup from intake through activation, including Stripe/bank account configuration, government-entity KYC verification, GL code setup, payment roles/permissions, fee structures, and approval workflow configuration.
**Portfolio & Relationship Management**: Proactively own and manage success across your assigned ParentSquare Pay accounts. Build and maintain relationships with key school and district finance decision-makers, including bookkeepers and finance directors.
**Adoption Strategy & Activation**: Execute a defined post-setup adoption cadence with 30/60/90-day check-ins to monitor account health, identify and remove blockers, and drive accounts to their first transaction and sustained usage.
**Training & Enablement**: Develop and deliver onboarding trainings, webinars, drop-in office hours, and best-practice sessions for district finance and office staff.
**Ongoing Support & Account Administration**: Provide continuous support, troubleshoot issues, manage account changes, and serve as the primary point of contact for your portfolio.
You will not hand off accounts after go-live; you stay with your portfolio, proactively driving adoption, retention, and growth. The ideal candidate is customer-centric, detail-oriented, and passionate about improving student outcomes through better school-family communication. ParentSquare's products (ParentSquare, RemindHub, Remind Chat, SmartSites) reach over 22 million students globally.
