Customer Success Manager

Reposted 17 Days Ago
2 Locations
In-Office or Remote
Mid level
Software
The Role
The Customer Success Manager at KEV acts as a trusted advisor driving customer success, collaborating with various internal teams while managing a customer portfolio to optimize the customer experience.
Summary Generated by Built In

Who We Are:


At KEV, we help school districts eliminate the school finance blind spot. Our platform gives district finance teams real-time visibility and traceability into every dollar collected at the school level; whether it’s cash, check, or digital. From field trips to fundraisers, we help them manage every dollar with confidence. More than 26,000 schools across North America trust KEV to manage over $4 billion annually. By unifying payments, accounting, and reporting, KEV simplifies life for bookkeepers, builds trust with parents, and gives finance leaders the oversight their current systems cannot. It’s how we help schools stay compliant, reduce risk, and focus on what matters most, student success.  


Backed by Five Arrows, the PE arm of Rothschild & Co., KEV is investing more than ever to support K–12 in a world of tighter budgets, rising scrutiny, and fast-changing tech. We’re headquartered in Toronto, with offices across North America.  


If you’re excited by the idea of building tech that protects schools, empowers finance teams, and improves education through better systems, KEV is the place for you. 


Why Join KEV?

  • Work in an industry that benefits children, parents and schools
  • Do meaningful and purpose-driven work, and make a real impact
  • Join a quickly growing organization with real opportunity for learning and growth
  • Passionate and accessible leadership team that cares about people, personally and professionally

Job Description:

The Customer Success Manager acts as a trusted advisor to KEV customers and drives their success. The CSM works closely with the school district leadership to ensure they are receiving maximum value from KEV solutions. This role requires the CSM to have a strong SaaS (Software as a Service) background, business acumen, and communication skills. The CSM must also effectively collaborate with a wide array of internal teams (Support, Sales, Marketing, Product Development) to represent their customers and optimize the customer experience. 

 

Responsibilities 

  • Deliver on renewal and payments growth quota 
  • Manage customer portfolio in assigned territory, ensuring customer objectives are understood and key customer stakeholders recieve maximum value 
  • Main point of contact and trusted advisor to district leadership; advocating for the voice of the customer by representing their feedback, ideas and interests 
  • Operate with a zero-churn mindset by proactively monitoring customer health, product usage and adoption to mitigate potential churn risk. 
  • Lead regular customer meetings and semi-annual business reviews, often to district executive leadership. 
  • Identify additional opportunities for account growth 

 

Success Measures 

  • Value Realization: Help Customers Achieve Business Outcomes (Adoption, Usage and ROI) 
  • Expansion: Cross-sell Lead Generation. 
  • Relationship Management: Conduct Executive Business Reviews 
  • Customer Health Tracking 
  • Advocacy: Partner with Sales and Marketing to generate references, case studies etc. 

 

Skills and Experience 

  • 3 years of experience in a Customer Success role in a SaaS environment  
  • Ability to establish and foster relationships at multiple levels in an organization 
  • Proven ability to advise on and facilitate product adoption 
  • Previous experience conducting semi-annual business reviews (QBR) 
  • Excellent written and verbal communication 
  • Strong presentation and problem-solving skills 
  • Experience working with cross-functional teams and collaborating to deliver an optimized customer experience and drive value for the customer 
  • Self-driven with the energy and resilience to perform consistently and at a high level in a fast-paced, complex environment 
  • Payments or accounting knowledge is an asset 

 



Why You’ll Love Working at KEV  


  • Make a real difference every day – At KEV, your work supports children, parents, and schools across North America. We don’t just build software, we create solutions that simplify lives and strengthen communities. Our mission is rooted in impact, and every team member plays a vital role in shaping the future of K-12 education. 
  • The KEV Way – At KEV, you’ll never feel stuck in the status quo. You’ll be part of a team that’s constantly questioning, improving, and innovating—always with one guiding focus: How does this help our schools and the students they serve? It’s a culture that challenges you to do your best work while reminding you why it matters. 
  • Grow with us – We’re scaling fast, and so are our people. At KEV, you’ll have real opportunities to learn, develop, and shape your career. Whether advancing in your role or exploring a new path, you’ll be supported every step of the way. 
  • Work alongside excellence – You’ll be part of a team with integrity who treat their colleagues with respect. who are accomplished but humble, collaborative but accountable. It’s a place where you can do your best work while feeling supported and inspired by the people around you. 
  • Celebrate Community and Culture – At KEV, we connect, recognize, and celebrate our people. Join Club KEV for team-building fun, hear directly from customers in our Voice of Customer Series, stay aligned with Monthly Townhalls, and be inspired by the KEVite Awards, where top contributors are recognized by their peers. 

What We Offer 


  • Competitive compensation – We believe in rewarding great work with fair, competitive pay. 
  • Meaningful benefits– Because your well-being matters, both at work and at home. 
  • Professional development – We invest in your growth with ongoing learning, stretch opportunities, and continuing education, including KEV Academy for onboarding and skill-building, plus KEV University, our online platform offering a wide range of courses. 
  • Hybrid model – 3 days in the office to collaborate and connect, with flexibility the rest of the week. 
  • Flexible PTO – Take the time you need to recharge with close to 4 weeks of vacation and a company-wide holiday closure 
  • Office perks – Enjoy a fully stocked snack bar and occasional catered lunches—because we know that great conversations (and ideas) often start around good food. 

Visit our website for more information and details about working at KEV. 

Top Skills

SaaS
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The Company
HQ: Fort Worth, TX
146 Employees
Year Founded: 1996

What We Do

KEV Group provides the most comprehensive activity fund management solution enabling K-12 schools to manage every dollar efficiently, accurately, and consistently. By seamlessly integrating and automating all processes, the SchoolCash platform provides real-time visibility and control over how districts and schools create, collect, manage, track, and reconcile activity funds. Over 17,000 schools across North America rely on SchoolCash to manage $3 billion+ in activity funds annually.

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