Customer Success Manager, ParentSquare Pay
About The Position
We are seeking a customer-centric, detailed-oriented Customer Success Manager, Payments to join our team supporting one of our newest products, ParentSquare Pay. In this role, you will act as the single, end-to-end owner for our ParentSquare Pay customers and accounts. You are both the technical expert who gets an account configured and onboarded, and the relationship owner who ensures that setup translates into active, sustained transacting usage. You won't hand the account off after go-live; you'll stay with your portfolio, proactively driving adoption, retention, and growth. Most importantly, you’re someone who shares in our passion for improving the lives of students through communication.
Requirements
- 2+ years of relevant Customer Success, Account Management, or Implementation experience within a SaaS, Fintech, or software environment.
- Comfort working inside technical/financial systems and confidence troubleshooting them methodically (experience with Stripe/Stripe Connect or payment gateways is a plus).
- Data-literate mindset with the ability to act on usage/account-health metrics to prioritize proactive outreach.
- Excellent communication, project management, and relationship-building skills with non-technical school staff.
- Extreme attention to detail—you are comfortable being the last line of defense on setups involving real money.
Nice To Haves
- Experience working with or supporting K-12 schools, districts, or EdTech platforms is strongly preferred.
Responsibilities
- Manage new account setup from intake to activation. Set up Stripe/bank accounts, guide districts through government-entity verification (KYC), configure GL codes, payment roles/permissions, fee structures, and approval workflows.
- Proactively own and manage the success of a portfolio of ParentSquare Pay accounts. Build relationships with key school and district finance decision-makers (e.g., bookkeepers, finance directors).
- Own a defined post-setup adoption cadence (30/60/90-day check-ins) to monitor account-health data, remove blockers, and drive accounts to their first transaction and sustained usage.
- Run onboarding trainings, webinars, drop-in office hours, and best-practice sessions for district finance and office staff.
- Troubleshoot payment reporting, reconciliation, and payout timing questions. Re-onboard accounts after staff turnover and process account updates or escalations.
- Identify opportunities to expand payment use cases within accounts (e.g., moving from seasonal events to district-wide adoption) and partner with CS/Sales on renewals.
- Work closely with Product Management and Engineering to surface configuration friction, feature gaps, and feedback prioritized by usage impact.
Benefits
- Employer-paid health insurance (including dependent coverage)
- An employer-matched 401K retirement savings program from day 1
- Paid Parental Leave
- Stock options
- Health + wellness reimbursements
- PTO that increases each year
- 15 paid holidays, including your birthday!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
