Project Manager

Finalsite•Glastonbury, CT

8h•Remote

About The Position

As a Project Manager at Finalsite, you will guide schools and districts through the successful implementation and launch of Finalsite solutions. You will manage multiple projects at once, keeping implementations on track, on time, and aligned with client goals. The role involves building trusted client relationships, providing consultative guidance, solving problems, and helping clients make informed decisions throughout implementation. Depending on the solutions being implemented, projects may involve operational and financial workflows such as enrollment, tuition and fee structures, billing processes, payment schedules, reporting, and data integrations. You will collaborate with internal teams and subject matter experts to translate client goals and business requirements into actionable project plans, while ensuring clients understand their responsibilities, key decisions, and the downstream impact of implementation choices. This is a 100% remote position available to permanent residents of the United States. Current and continued U.S. residency is required for employment.

Requirements

At least 3 years of experience in project management, implementation, professional services, client onboarding, or a related role.
Ability to manage multiple projects simultaneously with varying complexity, scope, and timelines.
Strong client-facing communication and interpersonal skills, including the ability to lead conversations, set expectations, and build trusted relationships.
Strong analytical and problem-solving skills, including understanding business processes, identifying gaps, and translating complex requirements into actionable next steps.
Comfort with numbers and financial concepts relevant to software implementation, such as fees, billing schedules, payments, account balances, credits and refunds, reconciliation, and financial reporting.
Ability to discuss financial workflows with clients and understand the operational impact of configuration decisions; formal accounting credentials or CPA-level expertise are not required.
High attention to detail when working with client data, financial information, configuration requirements, and project documentation.
Ability to work independently, anticipate challenges, and proactively solve problems without constant direction.
Comfort learning and working across multiple software systems and tools to manage projects, analyze information, and streamline workflows.
Ability to thrive in a fast-moving environment with competing priorities while ensuring clients receive appropriate attention and support.
Permanent U.S. residency, both currently and throughout employment.

Nice To Haves

Project management certification.
Experience with SaaS implementations, K–12 education technology, enrollment management, billing or payment platforms, financial systems, or similar solutions.

Responsibilities

Own the project experience from kickoff through launch and transition, guiding schools and districts through Finalsite implementations.
Manage multiple projects simultaneously, balancing scope, timelines, deliverables, client expectations, dependencies, and project performance metrics.
Drive project timelines and accountability by managing milestones, identifying risks and roadblocks, and keeping clients and internal stakeholders aligned.
Understand client business goals, lead discovery conversations, and translate client needs into implementation requirements and actionable plans.
Coordinate with cross-functional teams and subject matter experts to address technical, operational, and business requirements throughout projects.
Lead client meetings, implementation discussions, and training sessions; set expectations for scope, responsibilities, deliverables, timelines, and product capabilities.
Gather and document billing and financial requirements, and help clients understand how configuration decisions may affect workflows, reporting, and daily operations.
Develop a working understanding of relevant client operational and financial workflows, including tuition and fees, billing schedules, payments, credits and refunds, financial reporting, and related data requirements.
Maintain clear project documentation, anticipate client needs, resolve challenges, and support a smooth transition from implementation to ongoing support.