Executive Functions

Sales

• Manage the client journey from initial inquiry through enrollment and successful onboarding with an EFS coach
• Conduct consultation, discovery, and enrollment calls with prospective families
• Respond rapidly to new inquiries and provide timely follow-up
• Own and manage the sales pipeline in Go High Level CRM
• Track prospects through each stage of the enrollment journey
• Re-engage inactive leads and determine when leads should be marked inactive or abandoned
• Maintain accurate CRM data for reporting, forecasting, and conversion tracking
• Monitor lead sources, enrollment trends, and conversion rates
• Prepare regular pipeline reports and updates for leadership
• Collaborate with leadership to improve processes, increase conversions, and enhance customer experience
• Represent EFS’s mission, values, and brand with professionalism, warmth, and empathy
• Guide families through enrollment and help pair students with appropriately matched EFS coaches
• Ensure a smooth transition from enrollment to active coaching services
• Serve as the primary point of contact during onboarding and communicate next steps
• Network with California school districts, Special Ed attorneys, educational consultants, independent facilitators, and neuropsychologists to develop new business opportunities
• Solicit positive Google reviews from satisfied clients

Sales, Enrollment & Outreach Specialist