Swivel
Customer Success Manager (EFUNDS for Schools)
San Antonio, TX
Sponsorship not specifiedDetected 2 days ago
AccessibilityAccount ManagementNegotiationCustomer SuccessLeadershipCommunicationCollaboration
About the role
- This position will have opportunity to grow further into communities.
- Please note, SWIVEL does not hire tobacco users as allowed by law.
- To learn more about SWIVEL, visit our website at https://www.getswivel.io/.
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.
- Collaborate across teams to establish clear handoffs, develop partner engagement models, and design strategies that empower districts.
- Drive adoption of innovative tools that simplify administrative workflows and improve financial transparency for schools.
- Take initiative to build structure where none exists, laying the foundation for sustainable growth and scalable success.
Requirements
- 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.
- Strong background in SaaS start-ups is essential, with hands-on experience in EdTech, school payment systems, or similar technology-driven industries.
- Ability to thrive in a fast-paced, evolving environment and adapt strategies to meet changing market and customer needs.
Compensation
- Competitive overall compensation package
Benefits
- Champion digital transformation in education by helping schools adopt technology that streamlines payments and enhances operational efficiency.
- Advocate for accessibility and equity in technology adoption, ensuring solutions meet diverse needs across school communities.
- 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.
Company info
- 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.
- Stay ahead of industry trends in K-12 technology, compliance, and payment systems to provide informed guidance to customers.
This listing is sourced directly from Swivel's careers page and normalized into a canonical job model.