Customer Success Manager – EFUNDS for Schools

This is a fully remote position, open to applicants in Michigan, +1 more state.

📋 Description

• Act as the main point of contact for daily customer inquiries, fostering strong, trust-based relationships with stakeholders from schools and districts.

• Lead the onboarding process and ensure readiness for implementation.

• Develop scalable processes, playbooks, and workflows for the Customer Success team.

• Identify gaps and implement solutions that enhance the customer experience and improve internal efficiencies.

• Establish clear handoffs, create partner engagement models, and devise strategies that empower districts.

• Assist schools in adopting technology that streamlines payment processes and boosts operational efficiency.

• Educate districts on best practices for utilizing EdTech solutions to enhance engagement with students and parents.

• Stay updated on trends related to K–12 technology, compliance, and payment systems.

• Advocate for accessibility and equity in the adoption of technology.

• Promote the use of tools that simplify administrative workflows and enhance financial transparency.

• Represent the customer’s voice internally and influence product development.

• Monitor customer health, address potential risks, and prevent churn.

• Identify opportunities for account growth and collaborate with the Sales team.

• Track and report on customer success metrics, usage patterns, and engagement levels.

• Build the structure and foundations necessary for sustainable, scalable growth.

⛳️ Requirements

• A minimum of five (5) years of experience in Customer Success, Account Management, or Sales in a SaaS start-up environment, particularly within EdTech or payment solutions.

• Bachelor’s degree in Business Administration, Business Management, Marketing, Finance, or a related field.

• Proven track record in managing customer relationships and driving revenue growth in technology solutions for the education sector and/or payment platforms.

• Strong experience in SaaS start-ups, with practical knowledge in EdTech, school payment systems, or similar technology-driven industries.

• Demonstrated success in sales or account growth within the education technology or payment processing sectors.

• Exceptional business acumen, communication, and negotiation skills, with the capability to build trust-based relationships with school administrators and district leaders.

• Ability to excel in a fast-paced, dynamic environment and adjust strategies to meet evolving market and customer requirements.

• Must successfully pass pre-employment drug testing.

• Must be a non-tobacco user, as permitted by law.

🏝️ Benefits

• Competitive overall compensation package.

• Work/Life balance.

• Participation in employee engagement activities and recognition awards.

• Years of Service awards.

• Opportunities for career enhancement and growth.

• Emerging Professionals and Mentor Program.

• Continuing education and career certifications.

• A variety of healthcare coverage options.

• Traditional and Roth 401(k) retirement plans.

• Attractive Wellness Program.

• Additional incentive compensation in the form of either commission or performance bonuses (may be eligible).