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Senior Account Manager – G&A/SGO
NelnetSenior Account Manager implementing FACTS Grant & Aid solutions for scholarship organizations and education groups. Managing client relationships, training, reporting, escalations, and operational processes.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in the FACTS Grant & Aid solution, with strong capabilities in client relationship management, data analysis, and effective communication. Proficient in managing multiple projects and providing consultative support throughout the sales process.
Highest-signal resume keywords
FACTS Grant & Aid Solution ExpertiseAdvanced Microsoft Excel ProficiencyCustomer Service ExperienceProject Management SkillsInterpersonal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProcess DocumentationApplication ConfigurationFormula ReviewsSpecialized ReportingAwarding Processes ManagementOrganizational SetupHierarchy ManagementClient TrainingRoot Cause Analysis
Soft Skills
Teamwork AbilitiesEffective Presentation SkillsOrganizational SkillsPrioritization SkillsProblem-Solving Skills
Tools & Technologies
Microsoft Office SuiteMicrosoft ExcelCRM PlatformsIntegrated AI ToolsADO
Industry Keywords
Client Relationship ManagementSales Process SupportTax Laws MonitoringScholarship Granting OrganizationsCustomer Service
About the role
Key responsibilities & impact- Provide consultative support during the sales process by assessing client needs and demonstrating the FACTS Grant & Aid system
- Lead end-to-end implementation of the Grant & Aid solution for Scholarship Granting Organizations and related groups
- Build and nurture client relationships through proactive outreach, organizational setup, hierarchy management, application configuration, formula reviews, training, retrospectives, and daily customer service
- Guide clients in using awarding processes and specialized reporting
- Manage awarding functions, supplemental document review, process documentation, training seminars, and specialized reports
- Monitor evolving tax laws and state tax credit programs to support communications and training
- Define, document, and maintain internal procedures and best practices for servicing clients
- Serve as a Grant & Aid subject matter expert for internal teams
- Collaborate across Sales, Product, IT Development, Operations, Verification, and User Experience teams
- Manage escalated client issues through resolution plans, root cause analysis, and preventive strategies
- Represent the FACTS Operations Team and act as a decision-maker in leadership’s absence
- Manage and resolve functionality tickets through ADO
- Support refresher sessions and group training initiatives
Requirements
What you’ll need- Bachelor’s degree in business or related field, or equivalent experience
- Minimum of two years in a customer service or account management role preferred
- Advanced proficiency in Microsoft Excel, including pivot tables, formulas, and data analysis
- Strong knowledge of Microsoft Office suite, including Word, PowerPoint, Outlook, and Co-Pilot
- Experience with integrated AI tools to optimize workflows, data management, and client interactions
- Extensive understanding of the FACTS Grant & Aid solution
- Excellent interpersonal and communication skills
- Strong teamwork abilities and ability to build positive colleague relationships
- Effective presentation skills and ability to convey complex information clearly
- Strong organizational, prioritization, and time management skills
- Ability to manage multiple projects under pressure
- Analytical and problem-solving skills
- General computer literacy, including email, Internet research, and CRM platforms
Benefits
Comp & perks- Medical, dental, and vision insurance
- 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