Customer Success Manager (EFUNDS for Schools)

Customer Success Manager (EFUNDS for Schools)

locations: San Antonio, TX time type: Full time posted on: Posted Today job requisition id: R0014625

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:

• 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.
• Navigate ambiguity with confidence by identifying gaps and implementing solutions that improve customer experience and internal efficiency.
• Collaborate across teams to establish clear handoffs, develop partner engagement models, and design strategies that empower districts.
• Champion digital transformation in education by helping schools adopt technology that streamlines payments and enhances operational efficiency.
• Educate and empower districts on best practices for leveraging EdTech solutions to improve student and parent engagement.
• Stay ahead of industry trends in K–12 technology, compliance, and payment systems to provide informed guidance to customers.
• Advocate for accessibility and equity in technology adoption, ensuring solutions meet diverse needs across school communities.
• Drive adoption of innovative tools that simplify administrative workflows and improve financial transparency for schools.
• Act as the voice of the customer internally, advocating for their needs and influencing product development to ensure satisfaction and retention.
• 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.
• Track and report on customer success metrics, usage trends, and engagement to inform strategy and continuous improvement.
• Take initiative to build structure where none exists, laying the foundation for sustainable growth and scalable success.

Serious candidates will possess the minimum 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.

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

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.

About Us Join Our Team SWIVEL is a newly created FINTECH company backed by the financial services powerhouse SWBC. SWIVEL was created to harness the existing technology team that has provided payment enablement platforms for over 800 clients in the financial services sector since 2004. SWIVEL’s core focus is to be the most amazing transaction enabler in the market. Our drive is providing best of breed technology solutions and world class client support, through a dedicated team of SWIVELERS. We invest in every client relationship to understand their unique requirements and deliver with solutions that benefit the entire financial institution. We are dedicated to being the go-to transactions partner in the market, today and at every turn.

At SWIVEL, you are not just an employee, but a vital team member; each employee stands out and has the ability to make a direct impact on the business. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. We are a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life. Be a part of the next generation of SWIVELERS. Be part of a fun, exciting, dedicated, and passionate team. Be part of engineering the best transaction enablement applications in the industry. Read More © 2026 Workday, Inc. All rights reserved.