Client Success Manager; SaaS Background

Clarity is modernizing the relationship between schools and families. Our platform simplifies complex, yet critical functions like admission, financial aid, enrollment, and billing. Since launching in 2022, we’ve grown to support 1,200+ schools and hundreds of thousands of families. As we continue to build, our mission remains clear: to make education more accessible for families and more sustainable for schools.

Reporting to the Vice President of Client Experience, your primary objective will be to ensure that the schools you work with are fully implemented, trained, and supported throughout the year so that they are able to use the Clarity software to achieve their strategic priorities and operational goals.

As a Client Success Manager for Contracts & Billing, you won’t just be supporting schools—you’ll be guiding them through processes that directly impact their financial sustainability. Whether it’s helping a business officer streamline tuition billing, ensuring compliance with accounting best practices, or providing insight into family payment trends, your expertise will make a tangible difference.

We have assembled a diverse team of highly qualified and experienced professionals to build and deliver Clarity. You will work alongside a team of client success managers that each maintain a portfolio of schools. This role will specifically involve the following responsibilities:

• Training schools through the onboarding and implementation process.
• Proactively scheduling and leading regular check-in calls with schools throughout the year and ensuring that they are on track to hit their goals using Clarity.
• Serving as a trusted thought partner to schools.
• Communicating with the product team any feature requests or product improvements that could be made to better serve the schools and families who benefit from the use of Clarity software.
• Responding quickly to support inquiries that schools submit and escalating relevant ones to the appropriate internal teams.
• Soliciting and documenting feedback data from client schools.
• Attending and participating in regular team/company meetings as scheduled.
• Attending and participating in professional conferences as needed.
• Developing and maintaining training materials resources for school users.
• Performing other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

• A minimum of 5 years’ direct work experience in SaaS in a client success or implementation management role, preferably working with SMBs to implement and manage mission critical software.
• Deep understanding of financial workflows such as billing, payments, reconciliation, and reporting, with the ability to guide clients in applying best practices.
• Demonstrated expertise in troubleshooting and guiding clients through complex software workflows, with strong analytical and problem-solving skills.
• Experience partnering with clients to understand their goals and translate them into successful product adoption and measurable outcomes.
• Maintains a growth mindset and is eager to join a quickly growing team that provides many opportunities for personal and professional growth.
• Embraces uncertainty and views the ability to design processes with excitement.
• Genuinely enjoys and finds fulfillment in helping people solve their problems.
• Is comfortable with technology and able to learn new systems and software quickly. Software infrastructure used regularly includes:
  Hub Spot, Zoom, Google Suite, Loom, Intercom, Log Rocket, Linear, Notion, Metabase, Cursor and Claude Code.
• Excellent organizational, time management, and communication skills.
• Experience using spreadsheets to analyze data and drive decision making.
• Experience working with financial or accounting software is strongly preferred, but not required.

• You will be paid competitively, receive stock options and have a variety of other benefits, including 100% company-sponsored health, medical and dental insurance.
• Clarity has grown from 0 to 70 employees in under 3 years and is poised for continued growth.
• Clarity is a product-focused organization that consistently…