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NEXTMOVEFDE careers · United States
SWBC

Customer Success Manager

AI summary of the role

This Customer Success Manager role at SWIVEL (a SWBC company) focuses on driving customer adoption, retention, and growth within a designated territory.

No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.

What you’ll do

  • Monitor customer health metrics, proactively address risks, and implement strategies to prevent churn and ensure long-term retention.
  • Work with customers to build success plans establishing critical goals to help them reach organizational objectives.
  • Partner with account teams to uncover cross-selling and product adoption opportunities.
  • Leverage Salesforce, Omni Analytics, and other internal tools for data-driven insights and customer relationship growth.

What you’ll bring

  • Bachelor’s degree in Business (Business Administration, Management, Marketing, or Finance) from an accredited college or university.
  • Minimum of 5 years of customer service and satisfaction in financial services.
  • Minimum of 3 years in Customer Success Management, Account Management, or Sales with a strong track record of retaining clients and contributing to sales growth.
  • Working knowledge of SaaS ecosystem.

Technologies

Salesforce · Omni Analytics · CRM · Microsoft Office · Outlook · Word · Excel

Source and classification

Customer adoption & accounts · Evidence for this classification:

SWIVEL is seeking a talented Customer Success Manager to report to the Director of Customer Success. A CSM will play a vital role in ensuring customers achieve their desired outcomes while using SWIVEL’s solutions. CSMs should be customer-focused and aim for mutually beneficial outcomes within the partnership. Working collaboratively with Product Teams and the Sales team, the CSM will be responsible for increasing solution utilization, reducing implementation risk, and identifying opportunities for business expansion. Why you'll love this role: As a Customer Success Manager (CSM), you will be an essential part of Software as a Service (SaaS) company in today’s climate. You will be responsible for developing and strengthening relationships with customers within your designated territory. You will have the autonomy to create opportunity in increasing adoption and work alongside Regional
More from the job description

SWIVEL is seeking a talented Customer Success Manager to report to the Director of Customer Success. A CSM will play a vital role in ensuring customers achieve their desired outcomes while using SWIVEL’s solutions. CSMs should be customer-focused and aim for mutually beneficial outcomes within the partnership. Working collaboratively with Product Teams and the Sales team, the CSM will be responsible for increasing solution utilization, reducing implementation risk, and identifying opportunities for business expansion. Why you'll love this role: As a Customer Success Manager (CSM), you will be an essential part of Software as a Service (SaaS) company in today’s climate. You will be responsible for developing and strengthening relationships with customers within your designated territory. You will have the autonomy to create opportunity in increasing adoption and work alongside Regional Vice Presidents and Account Managers to earn new business. Essential duties include the following: Serves as a key member of customer-facing teams and is expected to leverage their extensive knowledge of SWIVEL solutions to support sales and new business growth. Monitors customer health metrics, proactively addresses risks, and implements strategies to prevent churn and ensure long-term retention. Works with customers to build customer success plans, establishing critical goals, to help cust [... source excerpt omitted ...] their organizational goals and objectives. Partners with accounts teams (Account VPs and Account Managers) to uncover cross-selling and product adoption opportunities. Advocates customer needs to cross-functional teams, to include the Director of Customer Success, Marketing, Product, Quality Assurance, Implementations, and Support, and manage customer concerns. Identifies dissatisfaction risk and collaborates with internal teams to remediate and ensure renewal of contract and high level of customer satisfaction. Leverages Salesforce, Omni Analytics, and other internal tools for data-driven insights and opportunities for customer relationship growth. Creates and delivers data [... source excerpt omitted ...] presents recommended methodologies to senior leadership. Drives operational excellence by creating scalable processes, playbooks, and workflows that will define the future of our Customer Success organization. Supports the Implementations team for client onboarding readiness, ensuring teams and clients are prepared for success. Takes initiative to build structure where none exists, laying the foundation for sustainable growth and scalable team success. Serves as a senior role on the team, bringing industry experience and mentorship of associate-level team members. Stays ahead of industry trends, compliance, and payment systems to provide informed guidance to customers and fi

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Employer postings · Data from · Sources