Account Manager

• Be the primary NWEA account contact for a portfolio of existing Partners.
• Ensure Partner loyalty and customer satisfaction for retention through proactive outreach.
• Establish Partner communication strategy to uncover needs and resolve issues.
• Achieve renewal and expansion targets as defined by the regional objectives.
• Plan and prioritize new product, expansion and retention activities in alignment with team and organizational goals, budgets and timelines.
• Schedule and deliver webinars, introductions, data consultations as well as other sales calls and activities as needed.
• Implement effective processes, procedures and use of support materials to ensure efficiency and effectiveness in meeting each partner’s unique needs.
• Stay current and knowledgeable about NWEA Products and Services and the education market, including issues, trends, relevant laws and competition.
• Inform Partners about features and benefits of products and services on a regular and proactive basis using consultative sales process.
• Use Salesforce to manage Partner opportunities and pipeline for renewals, expansions and new products and services.
• Keep data accurate, up to date and comprehensive.
• Use Salesforce for Partner, pipeline and Regional reports and dashboards and for data to drive Partner activity.
• Present price, credit and terms in accordance with standard procedures and/or contractual requirements.
• Accurately process and schedule partner transactions including quotes and orders.
• Travel as needed for Regional, Partner or NWEA events, up to 50%.

Account Manager

Retirement Account Manager

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Account Manager

Account Coordinator, Collections

Account Coordinator, Collections, Bilingual – English/Spanish