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A Client Success Manager is your Finalsite advocate.

MEET YOUR CSM

Here to support you, help you, and guide you throughout the entirety of your partnership with Finalsite.

Not sure where to start?

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Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Discover all that Finalsite has to offer.

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Schools love how Finalsite finds what makes them unique and translates that into an authentic digital experience.

Improve School-to-Home Communications with Password-protected Portals.

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Portals provide a safe and secure place for your community to access information that's just for them on every device.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

A best-of-breed approach to give you the "all in one" solution you need.

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We focus on the critical function of marketing and communication, while leveraging relationships and integrations with 70+ partners to provide a more seamless experience between the school and your constituents.

A team of 200, Finalsite has been serving schools worldwide for 20 years.

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Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Save Time and Enhance Data Integrity

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Our secure integrations with popular SIS providers mean you can replace timely manual data uploads with our automatic transfers for a seamless solution.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

You and your Finalsite Client Success Manager

Here to support you, help you, and guide you throughout the entirety of your partnership with Finalsite.

Ready when you are.

Not sure who your Client Success Manager is? Email clientsuccess@finalsite.com with your school name and contact info, and yours will reach out.

Each Finalsite school is assigned a Client Success Manager who is the main point of contact for the length of the Finalsite contract. He or she is very familiar with your Finalsite contract and arranges regular meetings with you to make sure all burning questions, current needs and big ideas are addressed. 

We are your Finalsite advocates and will connect with you at least every few months, by phone or face-to-face when we can! Get in touch with your CSM when you don’t know where to start, or when you have questions about new Finalsite features, your contract, or starting a new redesign or digital marketing campaign project. 

GET IN TOUCH WITH YOUR CSM

Finalsite's Client Success Team

Peter Anthony

Peter Anthony

Cyclist, Runner, French house renovator and chief cake taster. Lover of red wine, gin and good coffee!

Lori Foster

Lori Foster

Hard working CSM from across the pond at Finalsite UK.

Renee Gayton

Renee Gayton

Born and raised in CT. I love to travel as much as I can and go to a new destination each year. I enjoy reading, cooking, and my two German Shepards. 
Kyle Gresh

Kyle Gresh

CT Native. Boston sports fan. Loves to play golf, basketball, and soccer. Enjoys spending time with family & friends.

Gerard Gustafson

Gerard Gustafson

Born and raised in southern CT. Outdoor aficionado, automotive enthusiast, beer connoisseur and your #1 resource for useless trivia.

Lorrie Jackson

Lorrie Jackson

Nine year Finalsite veteran based in Memphis and previously served as a teacher and school marketing director. I love hiking, camping, and volunteering as a high school band booster.
Meredith Kaplan

Meredith Kaplan

WeHa, CT native/enthusiast, football (soccer) player/coach, textbook middle child, diehard Celtics & Tottenham fan whilst living the expat life!
Tim McDonough

Tim McDonough

Father of two, husband, speaker, blogger, recovering admissions director, runner, vegetarian, Celtics fan, fanatical about coffee and music.
Ryan Nolan

Ryan Nolan

Once upon a time I was a Director of Digital Design and Marketing at an Independent high school in CT. For over a year now I’ve brought my communications experience to Finalsite. I love LEGO’s, roller coasters, iced coffee and sports!
Kate Persons

Kate Persons

Former boarding school fundraiser. CT-to-MD transplant. Crabcake lover. Mom (a.k.a. multi-tasker). Tea afficionado. Knitter.
Nick Provost

Nick Provost

Bruins, Patriots, and Celtic's fan (of course). I enjoy watching a good show or movie with my long time and gorgeous girlfriend both inside and out. I was once a passionate PC gamer and a volleyball player. I enjoy spending time with family and playing with my two high energy, fun, and loving nephews.
Jennifer Settle

Jennifer Settle

Mom, crafter, artist. Enjoys reading, board games, anime, hikes, and the ocean. Stops to greet every dog I see.
Sam Spain

Sam Spain

Back in CT but still obsessed with Boston and its sports teams. Loves sushi, roller coasters, Game of Thrones and robots.
Anthony Tata

Anthony Tata

Happily with Finalsite since 2005 while still at UCONN.  Love helping clients.  Outside work faith, family, staying active, and books rejuvenate me.
Sergio Villareal

Sergio Villareal

From the Bay area and now near Reno, I’m a professional photographer and love talking design with our schools. And a foodie as well!
Pamela Wallace

Pamela Wallace

American expat turned permanent Hong Kong resident. Enjoys building relationships and connecting with people from all walks of life.  Loves dragon boating, hiking alongside her hubby & Maggy the wonderdog, and anything horsey!

Your Client Success Manager Can Help You:

  • Learn more about your current Finalsite partnership and contract
  • Add new design, software, integrations, consulting services and more to your contract
  • Explore online examples from other Finalsite clients as you improve your site
  • Brainstorm your long-term goals for your website and how they tie to your overall strategic goals
  • And, find help when you are not sure where to start!

Collaborate With Experts

Brainstorm your long-term goals for your website and how they tie to your overall strategic goals.

Add Design and Software

Add new design, software, integrations, consulting services and more to your current contract.

Discover New Ideas

Explore online examples from other Finalsite clients as you improve your site.

Contract Details

Learn more about your current Finalsite partnership and contract by simply asking your Client Success Manager!

Get In Touch With Your Client Success Manager

Connect with your Client Success Manager today to schedule an in-person meeting, video chat or quick call to discuss your questions and goals. We're always excited to hear from you!