Customer Success Manager EFUNDS Schools

Customer Success Manager EFUNDS for Schools page is loaded## Customer Success Manager EFUNDS for Schools locations:
San Antonio, TXtime type:
Full time posted on:
Posted 6 Days Agojob requisition :
R0013786

SWIVEL is seeking a talented individual to serve as the primary point of contact for customers, guiding them through onboarding and managing the day-to-day relationship to ensure long-term success with SWIVEL’s schools product. Reporting to the Director of Customer Success, the CSM plays a key role in helping customers achieve their goals by driving product adoption, minimizing implementation risks, and identifying opportunities for growth.

This role requires strong collaboration with internal teams and a proactive, customer-centric approach to building trusted, value-driven partnerships.
*** Why you’ll love this role:
*** You’ll love this role because it puts you at the heart of meaningful customer relationships, where you’ll serve as the trusted advisor and main point of contact for a portfolio of community-focused clients. From onboarding to ongoing engagement, you’ll guide customers through their journey, helping them achieve real outcomes with SWIVEL’s schools product. You’ll collaborate closely with cross-functional teams, influence product adoption, and play a key role in reducing implementation risks.

This position will have opportunity to grow further into communities. If you’re passionate about building strong partnerships, solving problems proactively, and making a tangible impact on both customer success and business growth, this role offers the perfect blend of purpose, challenge, and opportunity.
*** Essential duties include the following:
**** Serves as the primary point of contact for day-to-day customer needs, building strong, trust-based relationships with key stakeholders.
* Leads preparation efforts to ensure teams and clients are ready for implementation.
* Drives engagement by helping customers understand and maximize the value of SWIVEL’s schools product through training, best practices, and proactive support.
* Contributes to the development of customer success processes, playbooks, and internal documentation to enhance team efficiency.
* Acts as the voice of the customer internally, advocating for their needs and ensuring a high level of satisfaction and retention.
* Monitors customer health and proactively address risks to ensure long-term success and prevent churn.
* Identifies opportunities for account growth and collaborate with Sales to expand the partnership.
* Tracks and reports on customer success metrics, usage trends, and engagement to inform strategy and continuous improvement.
*** Serious candidates will possess the minimum qualifications:
**** Minimum five (5) years in customer success, account management, or sales, within a SaaS start-up environment.
* Bachelor’s degree in Business with a concentration in Business Administration, Business Management, Marketing, and or Finance.
* Proven experience in Customer Success, Account Management, or Sales, with a strong record of client retention and driving revenue growth.
* Background in SaaS start-ups is essential, particularly within EdTech, payments, or related industries.
* Proven track record in sales, particularly within the education sector, the payments sector, or similar industries.
* Strong business acumen, excellent communication and negotiation skills, and the ability to build and maintain relationships.
* Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.
*** SWIVEL offers :
**** Competitive overall compensation package
* Work/Life balance
* Employee engagement activities and recognition awards
* Years of Service awards
* Career enhancement and growth opportunities
* Leadership Academy and Mentor Program
* Continuing education and career certifications
* Variety of healthcare coverage options
* Traditional and Roth 401(k) retirement plans
* Lucrative Wellness Program
* Based upon employee eligibility
* *** Additional Information:
*** SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWIVEL does not hire tobacco users as allowed by law.
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