EdVisorly

Customer Success Manager

• Own renewals, retention, and expansion revenue for all accounts in your territory.
• Proactively identify renewal risks and expansion opportunities, building mitigation and growth plans well in advance.
• Identify, position, and close upsell and cross-sell opportunities.
• Build trusted relationships with senior stakeholders and day-to-day users, developing individualized customer success plans aligned to partner enrollment goals and contract timelines.
• Drive increased platform adoption, utilization, and value realization across partner institutions.
• Lead recurring partner meetings, delivering data insights and actionable strategies leveraging platform analytics.
• Analyze data trends and partner feedback to inform customer strategy, expansion opportunities, and communicate performance metrics and recommendations to partners and internal leadership.
• Advocate for partner needs by influencing Product, Partnerships, and Marketing teams without direct authority.
• Lead onboarding, post-technical implementation platform training, and best-practice sessions to ensure strong adoption and partner confidence.

Director of Partner Success

Account Manager

• Own the full partnership lifecycle — from identifying and engaging prospective institutions to navigating complex buying cycles, closing agreements, and expanding impact over time.
• Develop and execute a comprehensive strategy to identify, qualify, and close new college and university partnerships across an assigned territory.
• Build and manage a strong pipeline of opportunities, consistently driving momentum through the sales cycle.
• Meet or exceed quarterly KPIs by securing new partnerships and expanding the scope of existing partnerships.
• Leverage consultative sales techniques to build trust, uncover institutional needs, and align EdVisorly’s platform with enrollment goals.
• Deliver compelling pitch presentations and communicate EdVisorly’s value with clarity, confidence, and precision.
• Build trusted relationships with key decision-makers and enrollment leaders across colleges and universities.
• Serve as a strategic partner to institutions by understanding their transfer, enrollment, and student success challenges.
• Monitor competitor insights and higher education trends to inform strategy, product innovation, and growth opportunities.

Director of Partnerships

Security Engineer

• Own EdVisorly’s day-to-day security program, translating vCISO direction into outcomes across identity, detection, data, and application security
• Maintain and evolve the SOC 2 Type II compliance program—evidence collection, control mapping, policy updates, audit preparation
• Draft, update, and operationalize security policies and procedures, ensuring documentation reflects real practices and company-wide acknowledgment
• Develop and maintain incident response runbooks; serve as incident coordinator during events, escalating to the vCISO as needed
• Lead deployment and configuration of identity and access management tools (SSO, Adaptive MFA), establishing and enforcing the company's identity perimeter
• Directly own and administer identity, MFA, and email security tooling; partner with managed IT and Engineering to ensure security across all platforms
• Coordinate with the MSSP on alert triage and access provisioning/deprovisioning, including governance and break-glass procedures
• Serve as the primary security liaison to MilesIT, ensuring managed IT aligns with security policies and SOC 2 requirements
• Design and maintain a vendor risk management intake process, including questionnaires and a critical vendor register updated quarterly
• Support HR and Legal with role-based hiring security controls, background screenings, and provisioning gates
• Manage the security awareness program—review effectiveness, refresh content, and conduct annual tabletop exercises
• Hold regular security office hours, fostering a culture of shared ownership and security

Director of Partner Success

Director of Partnerships

IT Security Manager