Teams at ParentSquare, Inc

Leads the strategy and outcomes for the SMB customer segment, owning adoption, retention, expansion, and scalable customer success programs. Oversees digital-first engagement across onboarding, adoption, renewal, and expansion; builds and develops the SMB customer success team; establishes coverage models, capacity planning, and efficiency targets; and partners with Sales, Marketing, Product, Education, and Operations to improve customer outcomes using data, automation, and usage signals.

Leads the Customer Success practice for Attendance Plus, managing strategic K-12 accounts while hiring and coaching a CSM team. Builds customer success processes, playbooks, engagement models, and success plans from the ground up. Owns adoption, attendance outcomes, renewals, retention, expansion, and at-risk account intervention. Partners with Sales, Product, Education, and Support, represents customer needs internally, and establishes reporting and HubSpot processes.

Lead strategic finance initiatives, corporate development, M&A evaluation, pricing strategy, business cases, and cross-functional financial analysis. Partner with executives and teams across Product, Sales, Marketing, Customer Success, and Operations to evaluate growth opportunities, ROI, unit economics, and build-versus-buy decisions. Develop KPI reporting frameworks, AI-enabled analysis, automated workflows, and executive recommendations.