FACTS Account Manager: K-12 Student Information System
Core
Managing client accounts for K-12 institutions using the FACTS Student Information System (SIS) and related financial services.
Role type
Account Manager (Customer Success)
Builds
Retention of business and increased utilization of FACTS products and services for K-12 schools
Domain
Education Technology / Student Information Systems
Deliverable
client delivery
Required skills
Customer service, phone/chat communication, relationship management, product guidance, internal collaboration, training delivery, reporting
Preferred skills
Banking, student loan, or customer service industry experience
Technologies
Microsoft Office, CRM systems, FACTS SIS, FACTS Financial Services
Responsibilities
Answer high volume of phone calls or chats, troubleshoot problems, maintain relationships with institution contacts, provide direction on products and services, establish communication with sales team, encourage product usage and provide training, report daily activities
Seniority
Individual Contributor, entry-level to mid-level