SWBC · 22 hours ago
Customer Success Manager EFUNDS for Schools
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expSWBC 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 will play a key role in driving product adoption, minimizing implementation risks, and identifying opportunities for growth.
BankingFinanceFinancial ServicesInsurance
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
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
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
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