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Consultant

• Partner with district points of contact and internal teams to schedule training aligned to implementation milestones
• Deliver high-quality virtual and in-person professional development sessions tailored to educators, administrators, and support staff
• Differentiate training based on audience needs, experience levels, and district goals
• Review training survey results and feedback with the Regional Engagement Manager
• Adjust training content, delivery methods, and pacing to improve effectiveness
• Incorporate best practices and program updates into training sessions
• Maintain timely, professional communication with district stakeholders
• Provide follow-up resources, coaching, and support to reinforce training outcomes
• Serve as a subject matter expert on implementation and instructional best practices
• Track and report training participation, completion, and engagement data
• Share training observations and insights to inform account updates and renewal conversations
• Provide visibility into training impact to support account strategy and renewal efforts
• Align training with implementation plans and district priorities in collaboration with the Regional Engagement Manager
• Collaborate with internal teams to improve training processes, materials, and customer experience
• Support consistency and quality across training engagements

Professional Services Consultant

Financial Planning and Analysis

• Support financial planning, reporting, forecasting, and operational analysis
• Perform budget-to-actual variance analysis
• Prepare financial reports
• Conduct cash flow forecasting
• Build financial models and perform trend analysis
• Perform ad hoc financial and operational analysis
• Identify process improvements and improve reporting accuracy
• Maintain finance and operations data integrity
• Support leadership decision-making with actionable insights
• Partner with Finance and Operations leadership and collaborate across departments

Finance & Operations Analyst

Controller

• Oversee all accounting functions, including the general ledger, accounts payable, accounts receivable, payroll, and month-end and year-end close processes
• Prepare accurate and timely GAAP-compliant financial statements
• Manage ASC 606 revenue recognition for subscription and curriculum-product revenue
• Ensure financial records, reconciliations, and supporting documentation are complete and accurate
• Lead the annual audit and liaise with external auditors and tax advisors
• Develop and maintain internal controls and address financial, accounting, and compliance risks
• Ensure compliance with federal, state, and local tax regulations
• Evaluate and improve accounting systems, processes, and tools
• Lead or support ERP implementations and upgrades
• Develop and maintain accounting policies and procedures
• Streamline close, reporting, reconciliation, and transaction-processing activities
• Lead and develop accounting professionals
• Provide financial information supporting business decisions, regulatory compliance, and organizational growth
• Support private-equity reporting requirements

Manager

• Develop and execute tailored implementation plans aligned to district goals
• Maintain strong relationships with key district stakeholders and decision-makers
• Deliver regular executive summaries highlighting progress, outcomes, and next steps
• Ensure alignment between strategic goals and day-to-day execution
• Schedule and lead account meetings, ensuring clear alignment and follow-through
• Maintain organized account documentation, notes, and updates in CRM systems
• Ensure visibility and continuity across all internal stakeholders
• Partner with PSC Trainers to ensure training sessions are effectively coordinated, on schedule, and aligned to district implementation plans; provide day-to-day direction and feedback on execution quality
• Coordinate onboarding, training, and ongoing professional development sessions
• Ensure training completion and alignment with implementation milestones
• Monitor training effectiveness through survey feedback and usage data
• Adjust training and support strategies to drive adoption and impact
• Monitor account health using engagement data, usage trends, and feedback
• Identify at-risk accounts early and proactively communicate risks and solutions
• Lead cross-functional efforts to resolve challenges and improve outcomes
• Provide clear recommendations and action plans to stakeholders
• Drive Growth: Partner with Sales on renewals and expansion opportunities while collaborating with Product and Marketing to share actionable customer insights.
• Ensure Consistency: Follow established workflows and communication cadences across assigned accounts to deliver a reliable, high-quality customer experience.
• Continuous Improvement: Contribute directly to process and customer experience enhancements.

Regional Engagement Manager

• Partner with district points of contact (POCs) and internal teams to schedule training aligned to implementation milestones
• Deliver engaging, high-quality training sessions (virtual and in-person) tailored to educators, administrators, and support staff
• Differentiate training based on audience needs, experience levels, and district goals
• Review training survey results and feedback in partnership with the Regional Engagement Manager
• Adjust training content, delivery methods, and pacing to improve effectiveness
• Incorporate best practices and evolving program updates into training sessions
• Maintain timely, professional communication with district stakeholders
• Provide follow-up resources, coaching, and support to reinforce training outcomes
• Serve as a subject matter expert on implementation and instructional best practices
• Track and report training participation, completion, and engagement data
• Share training observations and insights with the Regional Engagement Manager to inform account updates and renewal conversations
• Provide visibility into training impact to support broader account strategy and renewal efforts
• Work closely with the Regional Engagement Manager to ensure training aligns with implementation plans and district priorities
• Collaborate with internal teams to improve training processes, materials, and customer experience
• Support consistency and quality across all training engagements

Learning and Development

• Design Adult Learning Experiences: Design and develop engaging facilitator-led, virtual, and asynchronous professional learning grounded in evidence-based adult learning theory. Create learning experiences that help educators understand, apply, and sustain structured literacy practices.
• Build Professional Learning Systems: Design comprehensive learning pathways that extend beyond individual trainings by developing coaching frameworks, certification programs, micro-credentialing opportunities, implementation supports, and ongoing learning experiences that promote sustained instructional growth.
• Create Facilitator & Train-the-Trainer Resources: Develop facilitator guides, presentation scripts, participant materials, discussion protocols, practice activities, and train-the-trainer resources that enable internal teams and district facilitators to deliver learning experiences with consistency, confidence, and instructional excellence.
• Design Coaching & Fidelity Tools: Create implementation resources that support instructional coaching, including fidelity observation checklists, coaching conversation guides, implementation rubrics, self-assessments, and progress-monitoring tools that help educators translate learning into classroom practice.
• Translate Research into Practice: Transform complex literacy research and structured literacy principles into engaging, practical professional learning experiences that help educators understand not only what to do, but why it matters and how to successfully apply it.
• Anticipate Educator Needs: Design professional learning that proactively addresses common implementation challenges by embedding guidance, examples, coaching prompts, and practical solutions that support educators through instructional change.
• Continuously Improve Learning Experiences: Analyze educator feedback, implementation data, coaching insights, and emerging research to iteratively improve professional learning assets and ensure materials remain current, effective, and aligned with organizational priorities.
• Maintain Professional Learning Assets: Manage and update existing professional learning materials to reflect curriculum enhancements, product updates, implementation learnings, and evolving research while maintaining quality and version control.
• Collaborate Cross-Functionally: Partner closely with Curriculum, Product, Sales, and Success to ensure professional learning resources support product launches, implementation priorities, customer needs, and organizational goals.
• Leverage Emerging Technologies: Utilize instructional technologies—including AI-enabled tools, when appropriate—to improve the efficiency, scalability, accessibility, and quality of professional learning while maintaining instructional integrity.

Professional Services Consultant

Finance & Operations Analyst

Controller

Regional Engagement Manager

Professional Services Consultant

Professional Learning Specialist