SWBC · 4 months ago
Customer Success Manager EFUNDS for Schools
San Antonio, TX
Full-time
Onsite
Mid, Senior Level
5+ years expSWIVEL 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. The Customer Success Manager plays a key role in helping customers achieve their goals by driving product adoption, minimizing implementation risks, and identifying opportunities for growth.
BankingFinanceFinancial ServicesInsurance
Responsibilities
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
Qualification
Required
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
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
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
H1B Sponsorship
SWBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (9)
2022 (22)
2021 (14)
2020 (11)
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
Company data provided by crunchbase