Job Description

iGrad, a division of Aztec Software, is an award-winning financial literacy platform provider that empowers students, employees, and individuals to make informed financial decisions and achieve their financial goals. Through the iGrad and Enrich product lines, iGrad has helped millions of people improve their financial well-being through its engaging and interactive courses, personalized coaching, and comprehensive resources.

Job Summary:

We’re seeking an experienced Customer Success Manager (CSM) to serve as the primary strategic partner for our enterprise‑level clients. In this role, you will build deep customer relationships, drive value realization, and ensure long‑term retention and growth. You’ll act as a trusted advisor, advocate for customer needs, and collaborate cross‑functionally to deliver exceptional customer experiences.

RESPONSIBILITIES:

Client Relationship Management

• Build and maintain strong, long‑lasting relationships with enterprise customers
• Serve as the main point of contact, providing proactive and responsive support
• Conduct regular check‑ins and strategic business reviews to align on goals

Value Realization & Success Planning

• Understand customer business objectives and map them to our solutions
• Develop tailored success plans and ensure timely delivery of milestones
• Monitor customer health metrics and proactively mitigate risks

Retention & Growth

• Drive product adoption and usage to maximize retention
• Identify upsell, cross‑sell, and expansion opportunities in partnership with Sales
• Lead renewal discussions and support revenue targets

Customer Advocacy

• Represent the voice of the customer internally
• Provide actionable feedback to Product, Marketing, and Support teams

Collaboration & Enablement

• Partner with Sales, Support, and Product to deliver a seamless customer journey
• Educate customers on best practices, new features, and available resources
• Lead onboarding and training sessions to ensure customer success
  Required:
  
• 5+ years in Customer Success, Account Management, or a related role
• Required experience managing enterprise‑level customers
• Experience in SaaS, technology, or B2B services strongly preferred
• Excellent interpersonal and communication skills
• Strong problem‑solving abilities and a proactive mindset
• Ability to manage multiple accounts and prioritize effectively
• Proficiency with CRM tools (e.g., Salesforce) and customer success platforms (e.g., Gainsight)
• Bachelor’s degree in Business, Marketing, or a related field
• Advanced degrees or relevant certifications are a plus

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