Customer Success Manager EFUNDS for Schools [Remote]

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:

• Serves as the primary point of contact for day-to-day customer needs, building strong, trust-based relationships with key stakeholders.
• Leads preparation efforts to ensure teams and clients are ready for implementation.
• Drives engagement by helping customers understand and maximize the value of SWIVEL’s schools product through training, best practices, and proactive support.
• Contributes to the development of customer success processes, playbooks, and internal documentation to enhance team efficiency.
• Acts as the voice of the customer internally, advocating for their needs and ensuring a high level of satisfaction and retention.
• Monitors customer health and proactively address risks to ensure long-term success and prevent churn.
• Identifies opportunities for account growth and collaborate with Sales to expand the partnership.
• Tracks and reports on customer success metrics, usage trends, and engagement to inform strategy and continuous improvement.

Serious candidates will possess the minimum qualifications:

• Minimum five (5) years in customer success, account management, or sales, within a SaaS start-up environment.
• Bachelor’s degree in Business with a concentration in Business Administration, Business Management, Marketing, and or Finance.
• Proven experience in Customer Success, Account Management, or Sales, with a strong record of client retention and driving revenue growth.
• Background in SaaS start-ups is essential, particularly within EdTech, payments, or related industries.
• Proven track record in sales, particularly within the education sector, the payments sector, or similar industries.
• Strong business acumen, excellent communication and negotiation skills, and the ability to build and maintain relationships.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.

_ SWIVEL offers*:   _

• 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

*Based upon employee eligibility 

_ Additional Information: _

SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWIVEL does not hire tobacco users as allowed by law.

To learn more about SWIVEL, visit our website at . If interested, please click the appropriate apply button.