Customer Success Manager

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