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
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