SchooLinks

Customer Success Manager

• Own success metrics for a portfolio of established Mid-Market and Enterprise districts.
• Lead district professional development training sessions ensuring engagement and quality delivery.
• Drive increased product adoption and depth of usage across schools, departments, and user groups.
• Analyze district-level usage, engagement, and outcome data to assess account health and identify expansion opportunities.
• Build and maintain strong director and executive-level relationships within each district.
• Develop and execute account growth strategies that increase product reach and multi-threaded engagement.
• Lead renewal strategy and execution to ensure high retention rates.
• Identify and pursue expansion opportunities aligned to district goals.
• Provide structured, actionable customer feedback to the Product Team gathered through ongoing district engagement.
• Continuously document district goals, challenges, risks, and growth opportunities.
• Maintain accurate and detailed account records in CRM systems such as Salesforce, Gainsight, or similar CS tools.

Customer Success Manager – Mid-Market/Enterprise

Controller

• Own the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting
• Direct and scale the accounting function, including recruiting, performance management, coaching, and succession planning to ensure depth and continuity within the team
• Manage day-to-day accounting operations including accounts payable, accounts receivable, payroll, and general ledger
• Ensure compliance with ASC 606 revenue recognition standards and other relevant accounting guidance
• Prepare GAAP-compliant financial statements and management reports
• Lead the annual audit process and manage relationships with external auditors
• Build, implement, and maintain internal controls
• Manage cash flow forecasting, banking relationships, and treasury functions
• Partner with FP&A on budgeting, forecasting, and variance analysis
• Oversee tax compliance, including federal, state, and local filings
• Lead and develop the accounting team, establishing best practices and professional development opportunities
• Evaluate and implement accounting systems and tools to improve efficiency and scalability

Sales

• Be the first contact of SchooLinks through cold calls and emails
• Generate new business opportunities to fuel company's growth
• Manage your accounts, own your territory, and help maintain data integrity in Salesforce.com
• Support marketing efforts by assisting in demand generation campaigns
• Achieve, or exceed, weekly and monthly metrics including sales activities, meetings set, qualified leads, and new contacts prospected
• Identify client needs and suggest appropriate products/services
• Build long-term trusting relationships with clients
• Proactively seek new business opportunities in the market
• Set up meetings or calls between (prospective) clients and Account Executives
• Report (weekly/monthly/quarterly) sales results
• Stay up-to-date with new products/services and new pricing/payment plans

Sales Associate

Business Development Rep

Business Development Representative

Solutions Engineer

• Be the demo expert: Be the expert of our product and come up with workflow solutions and articulate complex concepts in simple and compelling ways to the prospects
• Professional development: Assisting in sales rep professional development via documentation, and making of the materials, pitch coaching
• Be the domain expert: Keep up-to-date on any legislative and policy changes in the space we serve, counseling, WBL, CCR accountability
• Product Liaison: Provide feedback from the front lines to our product teams in a way that allows our teams to improve our products and services
• Position the SchooLinks platform as a solution (and as a partner) to all stakeholders, from shallow to deep, from storytelling, to technical deep-dives
• Develop, refine, and deliver tailored product demonstrations that are thoughtful, simple, but engaging
• Effectively communicate complex technology, workflows and implementations to a variety of stakeholders – e.g. telling a compelling story to educators and administrators, as well as leading credible, in-depth technical discussions with information technology experts
• Act as a trusted strategic and technical advisor with our prospective customers, thoughtfully considering customer vision and needs to design the best solutions with detailed workflow considerations and change management best practices to drive urgency for adoption
• Work with our Writers to respond to functional and technical elements of RFIs/RFPs
• Coach and mentor fellow team members on all things counseling and CTE workflows and legislative changes related to CCR accountability across states
• Track progress on projects through consistent record-keeping and documentation
• Share knowledge and facilitate the enablement to ensure we are upskilling our Account Executives to be able to articulate and solution sell our products

Account Executive

• Identify, develop and execute account strategy to develop new business opportunities across private and charter schools
• Establish access and maintain existing relationships with key decision makers (superintendents, CAOs, deputies, directors) and understand industry trend and issues
• Identify customer pain points and problem solve and strategize using our solution
• Scope, negotiate and close sales agreements to exceed booking and revenue targets
• Capture and maintain accurate and relevant info using Salesforce
• Leverage existing accounts as reference to expand regionally
• Collaborate with peers across product, implementation, marketing teams to create visibility with target accounts and drive engagement of target prospects at the both individual and executive level

Customer Success Manager – Mid-Market/Enterprise

Controller

Sales Associate

Business Development Representative

Solutions Engineer

Inside Sales Representative – Private/Charter Schools