Senior Account Manager – G&A/SGO

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

📋 Description

• Deliver 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.

• Develop and maintain client relationships through proactive engagement, organizational setup, hierarchy management, application configuration, formula evaluations, training, and customer support.

• Engage in annual client reviews and gather feedback.

• Assist clients in utilizing value-added services such as awarding procedures and specialized reporting.

• Supervise awarding functions, review supplemental documents, document processes, conduct training seminars, and generate specialized reports.

• Remain updated on changing tax legislation and state tax credit programs.

• Define, document, and uphold internal procedures and best practices.

• 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 strategies, root cause analysis, and preventive measures.

• Represent the FACTS Operations Team and serve as a decision-maker in the absence of leadership.

• Manage and resolve functionality tickets through ADO.

• Assist the Training Team with refresher courses and group training initiatives.

⛳️ Requirements

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

• At least two years of experience 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 (Word, PowerPoint, Outlook, Co-Pilot).

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

• Comprehensive understanding of the FACTS Grant & Aid solution.

• Exceptional interpersonal and communication abilities.

• Strong collaborative skills and the capacity to foster positive relationships.

• Effective presentation skills with the ability to articulate complex information clearly.

• Excellent organizational, prioritization, and time management capabilities.

• Sharp analytical and problem-solving expertise.

• General computer proficiency, including email, Internet research, and CRM systems.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• HSA and FSA.

• Generous earned time off.

• 401K/student loan repayment.

• Life insurance & AD&D insurance.

• Employee assistance program.

• Employee stock purchase program.

• Tuition reimbursement.

• Performance-based incentive pay.

• Short- and long-term disability.

• Comprehensive wellness program.