Customer Success Manager, Enterprise, Financial Education

Everfi Washington , DC 20319

Posted 5 months ago

EVERFI is the leading education technology innovator that provides learners of all ages education for the real world through scalable digital learning platforms. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified millions of learners with thousands of partners across 50 states, Canada and Puerto Rico. EVERFI is an industry convener that builds Networks that tackle the toughest social issues. These Networks include the Prescription Drug Safety Network, Campus Prevention Network, and the Financial Capability Network. Some of America's leading CEOs and venture capital firms are EVERFI investors including Amazon founder and CEO Jeff Bezos, Google Chairman Eric Schmidt, Twitter founder Evan Williams, Advance Publications, Rethink Education and Rethink Impact. To learn more about EVERFI visit or follow us on Facebook, Instagram, LinkedIn or Twitter @EVERFI.

EVERFI is seeking an exceptional Customer Success Manager in Washington, DC. This individual will play a lead role in managing and supporting Enterprise accounts for our Financial Education vertical. The responsibilities of this individual include developing account strategy, managing implementation, delivering annual customer retention objectives, qualifying upsell opportunities and enhancing overall customer satisfaction.

Your primary responsibilities will be:

  • Provide the front-line relationship with customers on an ongoing basis; serve as the primary day-to-day contact for partners and internal program stakeholders for a portfolio of key customers

  • Collaborate with cross-functional teams to develop specific short- and long-term account plans that both meet the needs of partners and optimize revenue and retention opportunities

  • Renew customer contracts to protect existing revenue streams and qualify opportunities for revenue growth

  • Participate in high-level prospective sponsor meetings

  • Understand our customer's job responsibilities, business and industry to best position EVERFI to support their business goals

  • Identify potential issues and risks early in an implementation cycle and develop backup strategies and contingency plans for resolution

  • Delight the customer by consistently exceeding expectations

Desired skills, experience, and qualifications:

  • Bachelor's Degree and 3+ years of related Account Management or Customer Success experience

  • Spanish/English Bilingual is strongly preferred

  • Embody strong account management skills; comfortable and seasoned in managing external partners and providing exceptional customer support

  • Have managed a portfolio of clients and driven growth within those accounts

  • Able to work with all levels of individuals all the way up to C-level suite

  • Have demonstrated experience working with high profile customers

  • Demonstrate outstanding interpersonal, verbal and written communication skills

  • Demonstrate strong organization skills to manage multiple ongoing implementations and accounts

  • Detail-oriented individual who also has the ability to think and plan strategically

  • A self-motivated problem solver with a strong work ethic and high energy level

  • Have a passion for EVERFI's mission

  • Creativity is a must

  • Are a team player that takes your job seriously, but knows how to have fun


  • Competitive base salary + bonus, 401k program with company match, and company equity plan

  • Excellent healthcare coverage and flexible paid time off program

  • Opportunity to work with talented people who have fun in the workplace

  • Casual work environment and great office locations

EVERFI appreciates your interest in our company as a place of employment. It is EVERFI policy to provide equal opportunity for employment to all qualified employees and applicants, regardless of race, religion, religious affiliation, ancestry, citizenship status, marital status, familial status, sexual orientation, gender identity, color, creed, national origin, sex, age, disability, or veteran status or any other characteristic protected by local, state or federal law. This policy applies to all areas of employment including recruitment, placement, training, transfer, promotion, termination, pay, and other forms of compensation and benefits. EVERFI will provide reasonable accommodations to qualified individuals with disabilities.

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Customer Success Manager, Enterprise, Financial Education