Associate Customer Success Manager

Since 2008, Everfi has been a leading provider of digital education, matching organizations with schools to sponsor social education such as financial wellness, mental health, and career exploration.  

This entry-level role will support our Account Management team and is ideal for someone who enjoys building relationships, solving problems, and helping customers get real value from a product or service. This person will learn all aspects of customer experience and may potentially grow into a Customer Success Manager role.  

Reporting to our Head of Account Management, this role will work closely with the Regional Managers of Account Management, Customer Success Managers, Sales, Support, and Renewals Specialists to ensure customers are engaged, healthy and successful. 

Associate Customer Success Manager Compensation and Benefits  

$57,000-$67,000, depending on experience and location

100% Remote position  

Health, Dental, and Vision insurance  

401(K) with matching contribution  

Generous Paid Time Off (PTO) 

Associate Customer Success Manager Responsibilities  

Customer Success Support 

• Support CSMs with customer needs across the four regional teams 

• Assist in the preparation and delivery of key customer meetings like Quarterly Business Reviews (QBRs) and annual Impact Report meetings, including data gathering, slide creation and narrative development 

• Participate in customer calls as needed 

• Prepare and maintain documentation, account plans, and account health materials alongside CSMs 

• Manage the process for running student scholarship contests for our large customers 

K-12 Customer Event Planning and Execution 

• Coordinate logistics for K-12 customer events, including scheduling with the school, resource management, and customer communication 

• Assist with event tracking, reporting, and post-event follow up 

Operational Excellence 

• Develop and refine customer success processes, playbooks, and projects to increase team efficiency 

• Help track renewals, expansions, and customer feedback 

Foundations Customer Success Responsibilities 

• Manage a small portfolio of customers and/or support larger complex customers to build core CSM skills including customer communication, relationship management, and project management 

• Proactively identify issues that could impact customer satisfaction or retention and escalate when needed 

• Collaborate with internal teams (Sales, Support, Product) to advocate for customer needs 

• Monitor product usage and customer engagement of dashboards to identify trends, opportunities, and risks across our customer portfolio 

• Gain and demonstrate increas