EVERFI

Compensation

Full Description

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 increasing product and industry knowledge as needed for long-term success in the CSM role Document customer interactions, notes, and updates in Salesforce Associate Customer Success Manager Qualifications Bachelor's degree 0–3 years of experience in customer success, account management, support, sales, or a related customer-facing role Strong communication skills—written and verbal A proactive approach to problem-solving and customer support Time Management- being able to balance multiple competing priorities Ability to demonstrate curiosity, openness to feedback, and agility in a fast-paced environment Ability to navigate CRM (customer relationship management) systems (e.g., Salesforce, HubSpot) to enter, update, run reports, and track customer data and sales activities