Senior Account Manager – G&A/SGO

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

📋 Description

• Offer consultative assistance throughout the sales process by evaluating client requirements and showcasing the FACTS Grant & Aid system.

• Oversee the complete implementation of the Grant & Aid solution for Scholarship Granting Organizations and associated entities.

• Establish and maintain client relationships through proactive engagement, organizational setup, hierarchy management, application configuration, formula evaluations, training sessions, retrospectives, and daily support.

• Assist clients in navigating awarding processes and specialized reporting.

• Oversee awarding tasks, document reviews, process documentation, training seminars, and specialized reporting.

• Keep abreast of changing tax regulations and state tax credit programs to enhance communications and training efforts.

• Define, document, and sustain internal procedures and best practices for client service.

• Act as a Grant & Aid subject matter expert for internal teams.

• Collaborate with Sales, Product, IT Development, Operations, Verification, and User Experience teams.

• Address escalated client concerns through resolution planning, root cause analysis, and preventative measures.

• Represent the FACTS Operations Team and make decisions in the absence of leadership.

• Manage and resolve functionality tickets via ADO.

• Facilitate refresher sessions and group training initiatives.

⛳️ Requirements

• A Bachelor’s degree in business or a related field, or equivalent experience.

• A minimum of two years in a customer service or account management role is preferred.

• Advanced skills in Microsoft Excel, including pivot tables, formulas, and data analysis.

• Strong proficiency in the Microsoft Office suite, encompassing Word, PowerPoint, Outlook, and Co-Pilot.

• Experience with integrated AI tools to enhance workflows, data management, and client interactions.

• In-depth knowledge of the FACTS Grant & Aid solution.

• Exceptional interpersonal and communication abilities.

• Strong collaborative skills and the ability to foster positive relationships with colleagues.

• Effective presentation skills, capable of conveying complex information in a clear manner.

• Strong organizational, prioritization, and time management capabilities.

• Ability to manage multiple projects in a high-pressure environment.

• Analytical and problem-solving acumen.

• General computer proficiency, including email, internet research, and CRM platforms.

🏝️ Benefits

• Medical, dental, and vision insurance.

• HSA and FSA options.

• Generous paid time off.

• 401K and student loan repayment assistance.

• Life insurance and AD&D coverage.

• Employee assistance program.

• Employee stock purchase plan.

• Tuition reimbursement.

• Performance-based incentive compensation.

• Short- and long-term disability benefits.

• Comprehensive wellness program.