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 3 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:
**** 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.
*** Serious candidates will possess the minimum qualifications:
**** 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…