Customer Success Manager, Conduct & Culture

EVERFI, Inc. is the leading education technology company that provides learners of all ages education for the real world, through innovative and scalable digital learning. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified over 16 million learners in critical skill areas. 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, TPG Growth, and The Rise Fund. The EVERFI Education Network powers thousands of partners in their education initiatives, such as The White House, NFL and MLB, Pharrell Williams, and many more. Our team consists of passionate employees across the US and Canada who thrive in a fast-paced collaborative environment.

EVERFI is seeking an exceptional Customer Success Manager in Walnut Creek, CA. This individual will play a lead role in managing success and growth of an assigned portfolio of customers for our Conduct & Culture line of business. 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 our 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
  • 4+ years of related experience in a Customer Success, Account Management, or Sales preferably in a SaaS environment
  • Embody strong account management skills; comfortable and seasoned in managing external partners and providing exceptional customer support
  • Have managed a portfolio of clients and renewal goals 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, preferably institutions of higher education.
  • Demonstrate outstanding interpersonal, verbal and written communication skills
  • Love checklists and demonstrate strong organizational 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
  • A team player that takes your job seriously, but knows how to have fun
  • Have a passion for EVERFI's mission


  • Competitive base salary, 401k match, and equity plan
  • Health, dental, & vision coverage
  • Flexible paid time off program
  • Opportunity to work with talented people who also have fun in the workplace
  • Casual work environment
  • Reverse commute from San Francisco, Oakland & the East Bay, as well as Marin
  • Walking distance (across the street) from Contra Costa/Pleasant Hill BART


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, 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



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