CRM Engagement Specialist
TIAA
Senior Associate, Partner Success
Sandy Hook Promise
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $54,000 - $68,000 per year
Job Level
Senior
About the role
- Manage a portfolio of K-12 virtual/self-led program partners in the region (US West, Central, or East)
- Manage a prescribed cadence of implementation and ongoing account management and cross-sales activities for partners in assigned portfolio
- Lead the onboarding process for new and prospective self-led partners receiving virtual support by clearly communicating program offerings, aligning implementation plans to district or school goals, and ensuring all required documents, trainings, and systems access are completed
- Schedule and lead quarterly check-ins with virtual partners who request or would benefit from a more personalized touchpoint
- Provide targeted outreach, resources, and coaching to help virtual partners advance through key implementation phases, deepen program integration, and maximize impact within their school communities
- Develop knowledge of the full suite of SHP offerings and utilize comprehensive product knowledge to provide exceptional customer support, addressing inquiries, troubleshooting issues, and offering tailored solutions through coaching and technical assistance
- Work closely with Business Development and Implementation teams to steward partners through the contracting and implementation processes
- Provide first-tier support for partners using SHP products and services
- Support manager as the primary lead for school district implementation
- Coordinate with Business Development and Implementation teams to provide ongoing support and a partner-centric approach
- Work with grants and finance teams to ensure grant compliance, monitoring progress according to policies
- Demonstrate a basic understanding of data literacy and utilize data for decision-making
- Provide support to the Account Management team and assist with cross-functional administrative needs as required
- Travel up to 15% of time within the United States
- Performs other duties as assigned, based on evolving organizational needs and priorities
Requirements
- Exceptional organizational and project management skills
- Attention to detail and accuracy in all tasks
- Strong time-management abilities to handle multiple tasks effectively
- Flexibility to adapt to changes in a dynamic environment
- Excellent written and oral communication skills
- Self-motivated with a positive attitude, resourcefulness, and ability to work independently
- Quick learner with proficiency in technology; knowledge of Salesforce and presentation platforms is advantageous
- Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint)
- Experience working remotely in a decentralized staffing structure is desirable
- A commitment to SHP’s mission and values
