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About the role
Reporting to the Vice President of Client Experience, you will help schools maintain accurate financial records and successfully manage their accounting workflows using Clarity software.
What they're looking for
- Serving as the accounting subject-matter expert and escalation point for implementation and client success teams
- Building the playbooks, documentation, and repeatable processes that let us scale this function - including identifying what should be handled by CSMs
- Diagnosing whether recurring issues are a configuration gap, a training gap, or a product gap, and feeding that back to the product team
- Translating schools' accounting requirements into correct Clarity configuration, partnering with implementation on complex or non-standard setups
- Reviewing and validating school account configurations in Clarity, identifying setup errors and edge cases before they cause downstream problems
- Advising schools on the correct accounting treatment for their specific situation and, when needed, helping them recognize when their current approach is wrong
More about this role
Responsibilities
Reporting to the Vice President of Client Experience, you will help schools maintain accurate financial records and successfully manage their accounting workflows using Clarity software.
- Serving as the accounting subject-matter expert and escalation point for implementation and client success teams.
- Building the playbooks, documentation, and repeatable processes that let us scale this function - including identifying what should be handled by CSMs.
- Diagnosing whether recurring issues are a configuration gap, a training gap, or a product gap, and feeding that back to the product team.
- Translating schools' accounting requirements into correct Clarity configuration, partnering with implementation on complex or non-standard setups.
- Reviewing and validating school account configurations in Clarity, identifying setup errors and edge cases before they cause downstream problems.
- Advising schools on the correct accounting treatment for their specific situation and, when needed, helping them recognize when their current approach is wrong.
- Supporting monthly account reconciliations and resolving discrepancies for school clients.
- Assisting school clients with...
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