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SWIVEL · 16 hours ago

Customer Success Manager EFUNDS for Schools

San Antonio, TX

Full-time

Onsite

Senior Level

5+ years exp

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. 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.

Financial Services

Culture & Values

Responsibilities

Serve as the primary point of contact for day-to-day customer needs, building strong, trust-based relationships with school and district stakeholders

Lead onboarding and implementation readiness efforts, ensuring teams and clients are prepared for success

Drive operational excellence by creating scalable processes, playbooks, and workflows that will define the future of our Customer Success organization

Navigate ambiguity with confidence by identifying gaps and implementing solutions that improve customer experience and internal efficiency

Collaborate across teams to establish clear handoffs, develop partner engagement models, and design strategies that empower districts

Champion digital transformation in education by helping schools adopt technology that streamlines payments and enhances operational efficiency

Educate and empower districts on best practices for leveraging EdTech solutions to improve student and parent engagement

Stay ahead of industry trends in K–12 technology, compliance, and payment systems to provide informed guidance to customers

Advocate for accessibility and equity in technology adoption, ensuring solutions meet diverse needs across school communities

Drive adoption of innovative tools that simplify administrative workflows and improve financial transparency for schools

Act as the voice of the customer internally, advocating for their needs and influencing product development to ensure satisfaction and retention

Monitor customer health, proactively address risks, and implement strategies to prevent churn and ensure long-term success

Identify opportunities for account growth and collaborate with Sales to expand partnerships within the education sector

Track and report on customer success metrics, usage trends, and engagement to inform strategy and continuous improvement

Take initiative to build structure where none exists, laying the foundation for sustainable growth and scalable success

Qualification

Customer Success ManagementSaaS ExperienceEdTech KnowledgeAccount ManagementSales ExperienceBusiness AcumenCommunication SkillsNegotiation SkillsProblem SolvingAdaptability

Required

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