SummerSU

Client Success Manager

Summer provides an online platform and expert advice to help individuals manage student loan debt, find savings, and navigate repayment options, often offered as an employee benefit.

Summer

Employee count: 51-200

Salary: 70k-90k USD

United States only

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.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Mid-level
Manager

Salary

Salary: 70k-90k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Summer

Learn more about Summer and their company culture.

View company profile

At Summer, we're dedicated to empowering student loan borrowers across the nation. We understand the significant burden that student debt can place on individuals, affecting their financial well-being and life choices. That's why we've built an innovative platform designed to simplify the complexities of student loan management. Our mission is to help you navigate the often-confusing landscape of repayment options, uncover potential savings, and ultimately, alleviate the stress associated with your educational loans. We combine cutting-edge technology with deep policy expertise to provide personalized recommendations and clear, actionable steps, ensuring you have the tools and knowledge to make informed decisions about your financial future.

We partner with a wide range of organizations, including employers, financial institutions, and unions, to offer our services as a valuable benefit. We believe that by working together, we can make a real difference in tackling the national student debt crisis. Our platform offers features like a personalized loan payment dashboard, timely payment notifications, updates on student loan policies, and customized repayment plans tailored to your unique situation. Since our launch in 2017, originating from Yale University, we've been committed to helping borrowers save time and money. We're passionate about building smart, user-friendly tools that provide customized recommendations for every borrower. We strive to be the number-one resource for anyone looking to take control of their student loans and work towards a brighter financial path. Join us as we work to fix the system and make student loan management a more transparent and manageable process for everyone.

Employee benefits

Learn about the employee benefits and perks provided at Summer.

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Paid holidays

Summer offers paid holidays.

Paid sick days

Summer offers paid sick days.

401(K) matching

Summer offers 401(K) matching.

Lunch and learns

Summer provides lunch and learns.

View Summer's employee benefits
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Summer

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