The Customer Success Manager will manage the customer lifecycle, focusing on onboarding, engagement, and renewal while ensuring customer satisfaction and product value.
About Simply Succeed
Simply Succeed is the company behind Achieve, an all-in-one platform that helps independent college advisors streamline their businesses by automating prospecting, onboarding, billing, workflows, and application management. Our customers save hundreds of hours a year and increase revenue without sacrificing student outcomes.
We are a mission-driven, fast-growing SaaS company serving education professionals who care deeply about their clients. Customer Success is not a support function here; it is a core growth engine.
The Role
We are hiring a full-time Customer Success Manager (CSM) to own post-sale customer experience from onboarding through renewal. This role is ideal for someone who thrives in relationship-driven environments, is highly organized, and knows how to guide customers toward long-term success with a software product.
You will work directly with IECs and advising teams, ensuring they are confident, engaged, and getting measurable value from Achieve.
Key Responsibilities
- Own the end-to-end customer lifecycle: onboarding, adoption, engagement, renewal
- Lead onboarding calls and implementation support for new customers
- Coordinate data migration and account setup for new customers
- Proactively identify at-risk accounts and intervene early
- Serve as the primary point of contact for assigned accounts
- Translate customer feedback into actionable insights for product and leadership
- Create and refine onboarding resources, SOPs, and best practices
- Partner with sales and leadership on retention and expansion opportunities
- Maintain clear, timely documentation of customer interactions and outcomes
Who You Are
- 2–5+ years of experience in Customer Success, Account Management, or client-facing SaaS roles
- Comfortable owning relationships and processes from start to finish, not just checking boxes
- Highly organized and detail-oriented
- Strong written and verbal communicator
- Calm under pressure and proactive when things change
- Tech-savvy and quick to learn new platforms
- Experience in education, advising, or mission-driven organizations is a plus
What We Offer
- Competitive salary ranging from $62,000 - $68,000 a year
- Generous paid time off and professional development opportunities
- Remote-first, flexible work environment
- Direct access to leadership and room for growth
- Opportunity to shape Customer Success at a growing EdTech company
- Work that directly supports educators and students
Top Skills
SaaS
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