Edtech.com's Summary

ParentSquare is hiring a Customer Success Specialist, Payment Project Manager. This role involves simplifying school payments and delivering exceptional customer experiences. The responsibilities include onboarding schools, driving the adoption of our payments solution, and ensuring the successful implementation of ParentSquare Pay. The candidate will build relationships, solve operational challenges, and support customers in maximizing the use of the payment platform.

Highlights

Main responsibilities include underwriting, onboarding, and adoption of payment solutions.
Experience with merchant onboarding, underwriting, and payment operations required.
Strong collaboration and communication skills for cross-functional teamwork.
Annual salary ranges from $50,000 to $65,000, depending on experience.
Proficiency in data mining and financial data analysis essential.
Employer-paid health insurance and a 401K retirement savings program.
Stock options and health + wellness reimbursements are offered.
Paid parental leave and PTO increasing each year, plus 15 paid holidays.

CS Project Manager, Payments (Specialist) Full Description

CS Project Manager , Payments (Specialist)
Customer Success

Remote (United States)

ParentSquare is a rapidly growing Santa Barbara-based company that’s changing the way schools and parents communicate every day. Sound simple? We strive to keep it that way! Our mission is to give schools the power to incredibly enhance family engagement for all students. ParentSquare and RemindHub, our flagship products, serve over 22 million students and drive our mission by providing unified communications tools -forms, sign ups, payments, RSVPs, direct messaging, language translations, chat and more. Remind Chat, our free product, reaches over 80% of K-12 students, providing a safe and easy-to-use platform for direct communication between teachers and families. And our latest innovation, SmartSites, offers state-of-the-art websites for school districts, enhancing their online presence and accessibility.

We are not just creating a product; we are creating empowered educators and engaged parents to improve the lives of all students. We are passionate advocates for our customers and for our employees and we invite you to join us on this exciting journey.

Who We’re Looking For:

We are looking for a driven and knowledgeable Customer Success Specialist, Payment Project Manager who is passionate about simplifying school payments and delivering exceptional customer experiences. You thrive on building relationships, solving complex operational challenges, and helping schools and districts get the most out of our payments platform. You have experience with merchant onboarding, underwriting, and payment operations—and you love guiding customers through new systems that make their lives easier. You're organized, proactive, and always thinking a few steps ahead. As part of our growing team, you'll play a critical role in onboarding schools, driving adoption of our payments solution, and shaping how we scale and support our customers. You’ll be instrumental in ensuring that every customer has a smooth journey from implementation to long-term success with ParentSquare Pay.

Key Responsibilities:

Underwriting and onboarding
- Assist with kickoff and management of underwriting data collection process and onboarding process (training) with prospective merchants
- Conduct customer interviews to identify customer needs
- Support setting up automation to automate internal processes
- Contact customers to support underwriting and onboarding as needed
Adoption
- Write playbooks for adoption for different segments and types
- Support knowledge building for efficient operations and processes in a dynamic fast-paced environment
- Work closely with 3rd party vendors to enable seamless customer experience
- Conduct training with customers on the latest product features
- Advise on what new materials need to be built to help drive customer usage of payments product
Internal operations
- Answer internal staff and management and merchants’ inquiries with regard to needed customer support issues
- Monitor merchants’ card processing activities using different 3rd party tools
- Contact merchants, cardholders and banks to verify transactions processed through merchant accounts
- Complete management reporting, informing management of performance and related application completion of channels
- Perform other related duties as assigned

Qualifications:

Experience in onboarding customers and driving adoption of a usage-based product
Experience in payments or fintech, including ability to understand and make recommendations for changes to payment operations
Experience or curiosity in K-12 Education or K-12 Education Technology space
Displaying a “Founder Mentality” and demonstrate accountability and ownership of Company goals in a fast-paced, dynamic environment
Strong analytical skills with the ability to interpret financial data, recognize trends, and recommend forward-looking strategies
Data self-sufficiency: proficiency in data mining to access relevant data without the need for outside assistance
Excellent collaboration and communication skills, with experience working cross-functionally among diverse teams (e.g., product / engineering, customer success, sales, marketing, support)
Ability to drive a culture of innovation and continuous improvement within the team

The perks of working for us are great!

You’ll get your foot in the door as our company continues to grow. We’re big believers in work-life balance and provide

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!

As a fully remote team, we’ll make sure you have all the tools and equipment you need to make your home office a place where you can thrive.

We're an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

This role pays an annual salary $50,000 - $65,000, DOE

The pay range for this role is:

50,000 - 65,000 USD per year (Remote)

Original Job Description

CS Project Manager , Payments (Specialist)
Customer Success

Remote (United States)

Who We’re Looking For:

Key Responsibilities:

Underwriting and onboarding
- Assist with kickoff and management of underwriting data collection process and onboarding process (training) with prospective merchants
- Conduct customer interviews to identify customer needs
- Support setting up automation to automate internal processes
- Contact customers to support underwriting and onboarding as needed
Adoption
- Write playbooks for adoption for different segments and types
- Support knowledge building for efficient operations and processes in a dynamic fast-paced environment
- Work closely with 3rd party vendors to enable seamless customer experience
- Conduct training with customers on the latest product features
- Advise on what new materials need to be built to help drive customer usage of payments product
Internal operations
- Answer internal staff and management and merchants’ inquiries with regard to needed customer support issues
- Monitor merchants’ card processing activities using different 3rd party tools
- Contact merchants, cardholders and banks to verify transactions processed through merchant accounts
- Complete management reporting, informing management of performance and related application completion of channels
- Perform other related duties as assigned

Qualifications:

Experience in onboarding customers and driving adoption of a usage-based product
Experience in payments or fintech, including ability to understand and make recommendations for changes to payment operations
Experience or curiosity in K-12 Education or K-12 Education Technology space
Displaying a “Founder Mentality” and demonstrate accountability and ownership of Company goals in a fast-paced, dynamic environment
Strong analytical skills with the ability to interpret financial data, recognize trends, and recommend forward-looking strategies
Data self-sufficiency: proficiency in data mining to access relevant data without the need for outside assistance
Excellent collaboration and communication skills, with experience working cross-functionally among diverse teams (e.g., product / engineering, customer success, sales, marketing, support)
Ability to drive a culture of innovation and continuous improvement within the team

The perks of working for us are great!

You’ll get your foot in the door as our company continues to grow. We’re big believers in work-life balance and provide

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!

As a fully remote team, we’ll make sure you have all the tools and equipment you need to make your home office a place where you can thrive.

This role pays an annual salary $50,000 - $65,000, DOE

The pay range for this role is:

50,000 - 65,000 USD per year (Remote)

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