CareerPlan

SMB Account Specialist, EDU

Boston, MA, usFull-time$50k2026-10-09 → 2026-11-11
Hybrid

Core

Account Manager for Small-to-Medium (SMB) partner institutions in the Higher Education sector, focusing on client engagement, retention, and value maximization.

Role type

Senior IC Account Manager (EDU)

Builds

Scalable account management strategies and client success outcomes for SMB EDU partners

Domain

Higher Education / Payments

Deliverable

client delivery

Required skills

data analysis, client relationship management, strategic planning, issue resolution, cross-functional collaboration, onboarding support, contract management

Preferred skills

Higher Education industry experience, Salesforce proficiency

Technologies

Salesforce

Responsibilities

Execute scalable account management strategies to protect and grow existing accounts; Utilize data to identify new revenue opportunities; Collaborate with Sales to close new product opportunities; Support new client onboardings and product deployments; Resolve operational challenges with Client Operations; Represent the company at webinars and events; Support team onboarding and development.

Seniority

Mid-level, hands-on IC