Customer Success Manager EFUNDS for Schools

Customer Success Manager

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.

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 :

SWBC offers :

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.