Director, Financial Aid Software Sales – Engagement

This is a fully remote position, open to applicants in United States.

📋 Description

• Design and implement strategies for territory and account management to foster new business and increase the use of College Board financial aid solutions.

• Cultivate strong relationships with key figures in financial aid, enrollment management, finance, technology, and executive leadership.

• Oversee consultative sales processes from initial prospecting to contract signing, which includes discovery, product demonstrations, proposals, negotiation, and closing deals.

• Perform both virtual and face-to-face product demonstrations and consultations.

• Enhance existing customer relationships through cross-selling, expanding portfolios, and forming strategic partnerships.

• Act as a representative for College Board at conferences, professional association gatherings, and customer events.

• Collaborate with Marketing, Product, and Financial Aid Programs & Services on focused outreach initiatives.

• Create territory plans, prioritize sales opportunities, and uphold sales forecasts.

• Manage the sales pipeline, forecasting, opportunity tracking, and ensure data integrity in Salesforce.

• Implement customer outreach strategies to promote engagement and retention.

• Identify risks related to cancellations or reduced engagement and propose strategies for mitigation.

• Assist in renewal planning and uncover opportunities for portfolio expansion.

• Evaluate customer feedback, monitor competitive activities, and analyze market trends.

• Maintain a high level of expertise in College Board financial aid solutions and the landscape of higher education financial aid technology.

• Report to the Executive Director of Financial Aid Engagement and Services.

• Travel approximately 4–6 times per year for customer meetings, conferences, and College Board events.

⛳️ Requirements

• A minimum of 5 years of experience in higher education, financial aid, enrollment management, education technology, SaaS, or consultative software sales.

• Proven track record in developing sales strategies and achieving revenue or business development objectives.

• Experience in building relationships with senior institutional leaders and managing complex sales cycles involving multiple stakeholders.

• Knowledge of financial aid administration in higher education, enrollment management, student success, or similar institutional operations.

• Preferred experience in presenting software or technology solutions to both executive and technical stakeholders.

• Ability to comprehend customer needs and convert them into consultative solution proposals.

• Familiarity with CRM platforms, ideally Salesforce.

• Strong analytical and problem-solving abilities.

• Excellent skills in written communication, verbal communication, and presentations.

• Capability to independently manage multiple priorities and work collaboratively across diverse teams.

• Bachelor's degree is required.

• A commitment to expanding educational and career opportunities and engaging in mission-driven work.

• A sense of curiosity and enthusiasm for emerging technologies, along with a willingness to embrace AI-driven solutions and new digital tools.

• A learner's mindset with a dedication to personal growth.

• A strong desire for impact and excellence.

• A collaborative and empathetic approach to work.

• Authorization to work in the United States.

🏝️ Benefits

• Comprehensive compensation and benefits package.

• Compensation adjusted based on location.

• Supportive team environment and meaningful career opportunities.

• Occasional opportunities for in-person business travel.