Customer Success Manager – EFUNDS for Schools

🔥 5 minutes ago

🚗 Michigan, Texas – Remote

🚗 Michigan – Remote 🤠 Texas – Remote

💵 $89.3k - $133.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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SWBC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1976

💸 Finance

🛡️ Insurance

🏠 Real Estate

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

📋 Description

• 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 • Create scalable processes, playbooks, and workflows for the Customer Success organization • Identify gaps and implement solutions that improve customer experience and internal efficiency • Establish clear handoffs, develop partner engagement models, and design strategies that empower districts • Help schools adopt technology that streamlines payments and enhances operational efficiency • Educate districts on best practices for leveraging EdTech solutions to improve student and parent engagement • Stay informed on K–12 technology, compliance, and payment-system trends • Advocate for accessibility and equity in technology adoption • Drive adoption of tools that simplify administrative workflows and improve financial transparency • Represent the voice of the customer internally and influence product development • Monitor customer health, address risks, and prevent churn • Identify account-growth opportunities and collaborate with Sales • Track and report customer-success metrics, usage trends, and engagement • Build structure and foundations for sustainable, scalable growth

🎯 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 • 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, 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 • Must pass pre-employment drug testing • Must be a non-tobacco user, as allowed by law

🏖️ Benefits

• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Emerging Professionals and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program • Additional incentive compensation in the form of either commission or performance bonus (may be eligible)

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