Everfi

Product Manager

• Own and evolve the product roadmap for K–12 offerings
• Build products that align with curriculum standards
• Design platform and product experiences that serve multiple audiences
• Incorporate AI tools into product development workflow
• Define success metrics for product features
• Collaborate with data products team

Senior Product Manager, K–12 Learning Experiences

Account Executive

• Develop partners in two categories: Resellers who pay ComplyEQ directly, Referral partners who drive qualified leads to ComplyEQ and are paid a referral fee when business is closed-won
• Create scalable programs that build value for ComplyEQ and partners
• Create and sell standardized offerings that attract partners and help them enhance value with their respective customer bases
• Monitor industry trends to uncover opportunities that can be quickly addressed, using data to ground strategies and client approach
• Build value propositions tailored to each prospect, demonstrating a clear and deep understanding of their challenges, needs, and opportunities
• Ensure reasonable cost of sale is protected
• Collaborate with marketing, finance, and account management
• Achieve/exceed sales targets
• Activate partnerships that deliver at least $750K in annual revenue
• Create a list of high value sales targets and conduct digital, virtual and in-person outreach to open sales conversations

Account Executive, Strategic Partnerships

Marketing Operations

• Oversee the marketing tech stack, including marketing automation tools (HubSpot), and analytics platforms. Ensure seamless integration and functionality.
• Partner with demand generation, events, content marketing, and sales teams to enhance campaign efficiency, tracking, and conversion rates.
• Design, manage, and communicate lead lifecycle stages and routing logic.
• Oversee gathering of data for marketing KPIs channel spend ROI and reporting for tracking lead quality, pipeline impact (through sale), and revenue attribution.
• Help manage marketing spend, forecast ROI, and optimize investments in paid media, tools, and vendors.
• Design scalable processes that enhance team productivity, reduce friction, and support rapid company growth.
• Ensure data compliance, GDPR adherence, and best practices in marketing operations and customer privacy.

Principal, Marketing Operations

Financial Planning and Analysis

• Revenue model building and forecasting
• Create, maintain, and continuously improve finance models and processes to track key SaaS KPIs, such as Total Contract Value (TCV), Annual Recurring Revenue (ARR), and other metrics
• Analyze, validate, and prove model assumptions, outputs, and data integrity
• Own and support revenue forecasting for quarterly, annual, and long-range planning processes
• Maintain and evolve a consistent analytical framework across revenue and customer related expense analysis
• Perform detailed financial analysis related to TCV, ARR, MRR, NRR, revenue performance, and other key SaaS metrics
• Prepare variance analysis on actuals versus plan and forecast as part of monthly, quarterly, and annual close activities
• Reconcile TCV, ARR, and revenue recognition each month with customer contracts as part of the financial close process
• Ensure contracts are coded correctly for accurate financial reporting and tracking of Key Performance Indicators (KPIs)
• Collaborate and provide financial information to cross-functional and Revenue Operations (RevOps) stakeholders as assigned
• Work with Finance leadership to build business cases, scenario analyses, and recommendations for strategic initiatives
• Define, track, and interpret KPIs, providing insight into drivers, risks, and business opportunities

Financial Analyst, ARR and Revenue

Implementation Specialist

• Take full responsibility for the adoption and activation goals within the assigned region, managing a quota aligned with partner objectives (schools, students, teachers, classroom events).
• Act as the primary point of contact for educators, providing exceptional customer service through various outreach methods (cold calls, social media, email campaigns) to develop and maintain strong partnerships.
• Conduct in-person and virtual training sessions to guide educators on how to effectively use the Everfi platform, offering ongoing support to ensure successful implementation and usage.
• Serve as Schools Lead for Customer accounts in their region.
• Work closely as the Schools Lead with the Customer Success team on monthly and quarterly business reviews.
• Promptly follow up with educators who have shown interest in Everfi's courses, addressing their questions and highlighting the unique value of Everfi's offerings.
• Fulfill Classroom Connect requests from commercial partners, ensuring seamless integration and satisfaction.
• Collect and share meaningful anecdotes from students and educators to showcase the impact of Everfi's resources.
• Log all activities and interactions in the Customer Relationship Management system, maintaining up-to-date contact information and detailed notes on educator engagements.
• Stay informed about trends in the K-12 education system, educational technology, and Everfi's platform and courses, understanding standards alignment, educator challenges, and best practices.

Senior Product Manager, K–12 Learning Experiences

Account Executive, Strategic Partnerships

Principal, Marketing Operations

Financial Analyst, ARR and Revenue

K-12 Implementation Specialist