Note: The job is a remote job and is open to candidates in USA. ParentSquare is a rapidly growing company that provides unified communication, engagement, and payment tools for schools and families. The Customer Success Manager, ParentSquare Pay will own customer onboarding, technical configuration, adoption, retention, and growth for a portfolio of school and district payment accounts while collaborating with product and engineering teams.
Responsibilities
- End-to-End Onboarding & Integration: 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
- Portfolio & Relationship Management: 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)
- Adoption Strategy & Activation: 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
- Training & Enablement: Run onboarding trainings, webinars, drop-in office hours, and best-practice sessions for district finance and office staff
- Ongoing Support & Account Administration: Troubleshoot payment reporting, reconciliation, and payout timing questions. Re-onboard accounts after staff turnover and process account updates or escalations
- Expansion & Retention: 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
- Cross-Functional Voice of Customer: Work closely with Product Management and Engineering to surface configuration friction, feature gaps, and feedback prioritized by usage impact
Skills
- 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
- Experience working with or supporting K-12 schools, districts, or EdTech platforms is strongly preferred
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!
- Fully remote work
- All the tools and equipment you need to make your home office a place where you can thrive
Company Overview