Customer Success Manager (EFUNDS for Schools)

Role Overview

The Customer Success Manager will 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. The role requires strong collaboration with internal teams and a proactive, customer-centric approach to building trusted, value-driven partnerships.

What You Will Do

The CSM will serve as the trusted advisor and main point of contact for a portfolio of community-focused clients, guiding them through their journey, helping them achieve real outcomes with SWIVEL’s schools product. The role includes leading onboarding and implementation readiness efforts, driving operational excellence, and navigating ambiguity with confidence.

Why It Might Be a Fit

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. This role offers the perfect blend of purpose, challenge, and opportunity.

Requirements

• Minimum of five (5) years of experience in Customer Success, Account Management, or Sales within a SaaS start-up environment, specifically in EdTech or payments solutions.
• Bachelor’s degree in Business Administration, Business Management, Marketing, Finance, or a related field.
• Proven success in managing customer relationships and driving revenue growth in technology solutions for the education sector and/or payment platforms.
• Strong background in SaaS start-ups is essential, with hands-on experience in EdTech, school payment systems, or similar technology-driven industries.
• Demonstrated track record of sales or account growth within education technology or payment processing markets.
• Exceptional business acumen, communication, and negotiation skills, with the ability to build trust-based relationships with school administrators and district leaders.
• Ability to thrive in a fast-paced, evolving environment and adapt strategies to meet changing market and customer needs.

Benefits

• 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