Client Success Manager

Who We Are

Summer is a Certified B Corp® with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student loan repayment, generating $278/month in savings per person. Watch our product overview and hear from our members on how Summer has put them on the path to becoming debt free.

Summer has raised $20 million to date from world-class investors, including QED Investors, General Catalyst, Greycroft, Rebalance Capital, SemperVirens, Foundation Capital, Story Ventures, NextView, Flourish Ventures, and the Financial Health Network. We've partnered with dozens of clients who pay for Summer to assist their employees and customers, including the city government of Alexandria, Virginia, the American Federation of Teachers, the American Diabetes Association, Asurion, Mattress Firm, and more.

Your Role

As Summer’s Client Success Manager (CSM), you will build and nurture strategic, long-term relationships with B2B SaaS clients—overseeing implementation, driving user adoption, and identifying opportunities for revenue growth. In this high-impact, client-facing role, you’ll act as the primary liaison between internal teams and external stakeholders, ensuring seamless collaboration, engagement, and success.

Responsibilities

• Build and nurture strong client relationships, aligning their goals with Summer’s solutions.
• Advocate for clients by translating feedback and challenges to product enhancements or operational improvements.
• Optimize the onboarding and implementation process for new clients, including employers and financial institutions.
• Manage and prioritize client needs, ensuring timely execution of deliverables.
• Drive user engagement and adoption through strategic conversion initiatives.
• Support client retention and growth by identifying and advancing renewal, upsell, and expansion opportunities alongside the sales team.
• Showcase client success stories through marketing and content collaborations.
• Occasionally travel based on client needs.

Recommended Experience

• 3+ years of experience in account management or client success, ideally with enterprise clients, in B2B2C SaaS or financial services.
• Proven leader in building efficient systems, managing client relationships from implementation to renewal, and driving measurable results.
• Strategic and empathetic communicator, skilled in problem-solving, decision-making, and navigating complex discussions with executive stakeholders.
• Highly organized and resourceful, staying calm under pressure while leading high-impact projects.
• Revenue-focused, with a track record of driving upsell and cross-sell opportunities.
• Relationship-driven professional, bringing warmth, professionalism, and maturity to internal and external interactions.
• Passionate about growth, scaling a mission-driven brand, and fostering client champions as advocates and references.

Bonus Points for Experience With:

• HR tech, information systems, and teams
• Financial wellness, benefits, or student loans
• SaaS onboarding and implementation

We are excited to work with teammates who are passionate about applying their talents in a fast-paced startup environment to tackle a major social issue of our time.

This posting is for a remote, full-time, non-exempt position based in the United States. The base salary for this position is $70,000 - $90,000 and will include equity and a full range of benefits.

Values

We're proud to be a mission-driven company with an inclusive culture. Our greatest asset is the set of values our team strives to embody every day: empathy, diversity, growth, determination, humility, and fun. Learn more about culture at Summer.

We also offer competitive salaries, significant equity allocations, healthcare coverage, 401(k) plans with an employer match, contribution toward student loan repayment, and flexible vacation/PTO. Summer supports a hybrid, flexible work environment and we welcome applicants from anywhere in the United States. 

Sound interesting? We look forward to hearing from you. Join us to help fix the system!

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Summer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.