Client Success Manager

Summary

Join Clarity's growing team as a Client Success Manager, ensuring that schools using Clarity software are fully trained and supported. You will train schools, conduct regular check-in calls, serve as a trusted advisor on financial aid and enrollment strategies, communicate feature requests to the product team, respond to support inquiries, and collect client feedback. The role involves attending meetings and conferences, performing manual tax document verification, and completing other duties as assigned. This position requires a minimum of 5 years of experience in PK-12 financial aid administration and excellent communication and organizational skills. Clarity offers competitive pay, stock options, and comprehensive benefits, including 100% company-sponsored health, medical, and dental insurance. The company is fully remote but offers team and company-sponsored offsites.

Requirements

• A minimum of 5 years’ direct work experience in PK-12 Financial Aid administration
• 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
• Excellent organizational, time management, and communication skills
• Experience using spreadsheets to analyze data and drive decision making

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 the schools on all aspects of their financial aid and enrollment management strategy
• 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 representing Clarity at professional conferences as needed throughout the year
• Completing manual verification of tax documentation on an as-needed basis especially during peak season
• Performing other duties as required or assigned which are reasonably within the scope of the duties in this job classification

Benefits

• 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 is a fully remote work environment, but also provides both team specific and all company sponsored offsites every year