ClassBank is an edtech company dedicated to teaching financial literacy and fostering positive behaviors in K-12 classrooms. Our digital classroom economy platform allows students to open their first “bank account,” where they learn to earn, save, and spend classroom dollars. We believe in creating positive, inclusive learning environments that strengthen student engagement and school culture, while making financial education accessible for all. So far, we’ve empowered over 500,000 students nationwide, and as we continue to grow, we are excited to welcome our first full-time Customer Success Manager to the team!
As a Customer Success Manager, you will play a crucial role in ensuring schools and districts successfully implement and maximize the impact of ClassBank. You will manage the entire customer journey for our school subscriptions, from onboarding and implementation to renewals. As a trusted partner to educators and administrators, you’ll support them in integrating the platform effectively and driving long-term engagement. By leading implementations, conducting regular check-ins, and analyzing engagement data, you will help schools achieve their goals while proactively addressing challenges. You’ll also collaborate closely with Sales, Product, and Marketing teams to refine the onboarding experience, share customer insights, and support growth initiatives. Additionally, you will help foster community-driven advocacy through educator engagement programs and represent ClassBank at conferences and events. This role offers significant growth potential, providing opportunities to shape customer success strategies, strengthen partnerships, and contribute to the future of ClassBank’s expansion.
- Build and maintain strong relationships with educators and administrators, serving as a trusted partner to drive adoption and long-term engagement.
- Own the entire customer relationship, from onboarding and implementation to renewals.
- Lead onboarding and implementation for schools and districts, ensuring a smooth transition to ClassBank.
- Assist schools with account setup including SIS integrations, training, and best practice recommendations.
- Conduct regular check-ins with schools to understand their goals, track progress, and provide tailored support.
- Monitor customer engagement data to identify implementation successes, areas for improvement, and proactively address challenges.
- Provide administrative and operational support as needed.
- Collaborate with internal teams (Sales, Product, and Marketing) to share insights, improve the customer experience, and refine onboarding processes.
- Monitor live chat and support channels to promptly address customer inquiries, troubleshoot issues, and provide timely assistance to educators and administrators.
- Facilitate community-driven initiatives, leveraging user advocacy and engagement to enhance product adoption and impact.
- Attend conferences and travel as needed (5-10%) to support school partners, strengthen relationships, and represent ClassBank in professional settings.
- Act as the voice of the customer, gathering feedback on usability and impact to inform product development and customer success initiatives.
Experience & Skills
- Previous experience as a teacher or school leader.
- Ideally has firsthand experience using ClassBank in their own classroom or school.
- Background in teacher coaching, professional development, or instructional leadership.
- Experience in customer success, account management, or implementation at an edtech company is a plus.
- Familiarity with Student Information Systems (SIS), Learning Management Systems (LMS), and rostering tools.
- Strong verbal and written communication skills, with the ability to build relationships with educators, administrators, and district leaders.
- Highly organized and detail-oriented, able to prioritize tasks and manage multiple projects simultaneously.
- Analytical mindset with the ability to interpret data and use insights to drive customer engagement and retention.
- Self-motivated, proactive, and comfortable working in a fast-paced startup environment.
Mindset & Approach
- Deeply aligned with our mission to support students and educators.
- Self-motivated, proactive, and able to work independently while collaborating with others.
- Persistent, goal-oriented, and driven to achieve results.
- Eager to grow and learn, open to feedback and continuous improvement.
- Natural at making meaningful connections.
- “We > Me” Mentality – Team-oriented, owning both personal and company success.
- Driven by a passion for education and social impact, with a desire to create lasting change in K-12 education.
- Competitive Compensation: Offers competitive compensation with commission opportunities for successful renewals. Annual salary reviews based on performance. Final offer will be determined based on market data, location, experience, and internal policies.
- Equity Package: Equity options are part of your compensation, giving you a stake in the company’s success.
- Work-Life Balance: Flexible PTO, remote work flexibility, and a home office setup stipend.
- Growth Opportunities: Join a close-knit, mission-driven team where you can make a direct impact on education and have a voice in shaping our customer success strategy. As we scale, you’ll have the opportunity to take on increased responsibility and leadership roles.
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