Compass Education

Sales

• Partner closely with sellers on active opportunities as an embedded deal support resource.
• Join customer meetings alongside sellers to support discovery, solution framing, and value articulation.
• Reinforce consistent discovery, messaging, and demo standards across the sales team.
• Perform and support customer demos in partnership with sellers, tailoring demo flows and scenarios to specific customer use cases/ requirements.
• Contribute to continuous improvement of demo portals, assets and processes.
• Collaborate with Solutions and Product on more complex demos or technical questions as needed.
• Track, analyse and report on monthly demo metrics, including demo volume, outcomes, product gaps, to provide visibility into demo effectiveness to the sales and leadership teams.
• Partner with sellers to support RFPs, RFIs, and tender submissions.
• Ensure consistency, clarity, and quality across RFP responses.
• Own the ongoing optimisation of RFP and demo tooling (e.g. Vendict and Consensus), ensuring content libraries remain current, accurate and aligned with Compass product capabilities.
• Enable Sales team to confidently position Compass by providing guidance on technical fit and limitations across different school sectors and types.
• Develop and maintain sales and demo assets, including discovery qualifying checklists, solution one-pagers.

Pre-Sales Consultant – Solutions

Customer Success Manager

• Manage overall workflow for implementation, training, and account management of assigned signature schools.
• Coordinate the implementation of new modules with customers.
• Complete onsite/remote training sessions & account management visits.
• Ensure the highest level of service for your portfolio of clients.
• Ensure all schools in your portfolio are active promoters of the platform.
• Build relationships with school leadership to ensure product rollout success.
• Provide clear notes and feedback and escalate customer concerns appropriately.
• Provide phone, email, and in-person support to customers when needed.
• Escalate concerns appropriately to ensure maximum customer satisfaction.

Pre-Sales Consultant – Solutions

Senior Customer Success Consultant