Customer Success Manager (EFUNDS for Schools)
Core
Primary point of contact for school and district clients, guiding onboarding, driving product adoption, and ensuring long-term success with SWIVEL's schools payment and EdTech product.
Role type
Senior Customer Success Manager (EdTech/Payments)
Builds
Scalable customer success processes, playbooks, and workflows for the Customer Success organization.
Domain
K-12 Education Technology and School Payment Systems
Deliverable
client delivery
Required skills
Customer relationship management, onboarding and implementation leadership, process creation and operational excellence, cross-functional collaboration, digital transformation strategy, stakeholder advocacy, churn prevention, account growth identification, data-driven reporting, strategic planning
Preferred skills
Experience in SaaS start-ups, background in EdTech or payment processing, ability to navigate ambiguity, business acumen, negotiation skills
Technologies
EdTech solutions, payment processing platforms, administrative workflow tools
Responsibilities
Serve as primary point of contact for day-to-day customer needs, lead onboarding and implementation readiness, drive operational excellence by creating scalable processes, collaborate across teams to establish handoffs and partner engagement models, champion digital transformation in education, educate districts on best practices for EdTech, stay ahead of industry trends in K-12 technology and compliance, advocate for accessibility and equity, drive adoption of innovative tools, act as the voice of the customer internally, monitor customer health and prevent churn, identify opportunities for account growth, track and report on customer success metrics, take initiative to build structure for sustainable growth
Seniority
Senior, hands-on IC