Account Manager – K-12 Financial Management

Nelnet

Account Manager I responsible for managing client accounts while servicing educational institutions with K12 NBS products and services. Engaging clients through multiple communication channels with a focus on customer satisfaction.

Posted 5/7/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain relationships with institution contacts by maintaining a high level of availability and proactively reaching out to institutions
Provide direction and guidance to new and existing institution contacts regarding all NBS products and services
Provide training on products, processes and procedures to institutions
Provide excellent customer service and perform multiple tasks on a daily basis via the telephone, chat interface, fax, email or formal written correspondence
Answer high volume of phone calls and/or chats from all regions of the country
Set up and maintain institution profile information, terms, and corresponding marketing site
Encourage increased use of various NBS products and technical services; trouble-shoot problems and offer solutions
Establish open lines of communication with sales team and other internal contacts regarding updates of existing institutions as well as new institution leads
Provide reporting of activities to team leader
Participate in special projects or committees and other related duties as assigned by team leader

Requirements

What you’ll need

College graduate in related field or equivalent experience
Experience in banking or customer service is preferred
Previous experience in education (e.g., teaching, school district, or student services) is highly desirable
Strong interpersonal and communication skills to effectively work with customers in a professional manner
Ability to work as a team player and establish good rapport with co-workers
Detail oriented with excellent prioritization, organization and time management skills
Ability to multi-task and complete projects under high pressure deadlines and stressful situations
Strong analytical and problem solving skills
General knowledge of NBS products, as well as other areas and products within the company
General computer skills including Microsoft Office applications, e-mail, internet, and CRM system
Understanding the unique needs of educational institutions is beneficial.

Benefits

Comp & perks

medical
dental
vision
HSA and FSA
generous earned time off
401K/student loan repayment
life insurance & AD&D insurance
employee assistance program
employee stock purchase program
tuition reimbursement
performance-based incentive pay
short- and long-term disability
robust wellness program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceproblem solvinganalytical skillsmulti-taskingorganizationtime managementdetail orientedtrainingreportingbanking experience

Soft Skills

interpersonal skillscommunication skillsteam playerrapport buildingproactive outreachavailabilityprofessionalismadaptabilitystress managementcollaboration