Customer Success Manager (EFUNDS for Schools)
On-siteSan Antonio, Texas, United States
Job Summary
Serve as the primary point of contact for day-to-day customer needs, guiding schools through onboarding and implementation readiness while building trust-based relationships with district stakeholders. Drive operational excellence by creating scalable processes, playbooks, and workflows that define the future of the Customer Success organization. Navigate ambiguity to identify gaps, implement solutions, and collaborate across teams to establish clear handoffs and partner engagement models. Champion digital transformation in education by helping schools adopt technology that streamlines payments and enhances operational efficiency. Monitor customer health, proactively address risks to prevent churn, and identify opportunities for account growth by collaborating with Sales. Act as the voice of the customer internally to advocate for needs and influence product development.
Required Qualifications
- 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 is essential, 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
- SWBC is a Substance-Free Workplace and requires pre-employment drug testing
- SWBC does not hire tobacco users as allowed by law
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