Customer Success Manager (EFUNDS for Schools)
SWBCSan Antonio, Texas, United States
Posted March 13, 2026
Full Time
About the Company
Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations. What separates us from the rest: • We’re dedicated to security. • We consistently invest in technology. • We invest in our team members. • We have a strong marketing team. • We’re a relationship-based company. Follow us, and let’s move Forward. Together.
Job Description
SWIVEL is seeking a Customer Success Manager 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.
Requirements
- Serve as the primary point of contact for day-to-day customer needs
- Lead onboarding and implementation readiness efforts
- Drive operational excellence
- Navigate ambiguity with confidence
- Collaborate across teams
- Champion digital transformation in education
- Educate and empower districts
- Stay ahead of industry trends
- Advocate for accessibility and equity
- Drive adoption of innovative tools
- Act as the voice of the customer internally
- Monitor customer health
- Identify opportunities for account growth
- Track and report on customer success metrics
Benefits
- 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
