FACTS Financial Consultant
Core
Develops content, leads webinars, and trains schools on FACTS Payment Plans, Billing, and Financial Aid Management platforms to improve financial management strategies.
Role type
Senior Financial Consultant (Education Technology)
Builds
Customer training resources, workshops, and implementation guides for K-12 private and faith-based schools
Domain
Education technology / Financial services
Deliverable
client delivery
Required skills
Expertise in FACTS Payment Plans/Billing/Financial Aid products, public speaking, workshop facilitation, customer training, strategic problem solving, Microsoft Office proficiency
Preferred skills
Experience in K-12 private school business offices, background in education or business, creativity in solution design
Technologies
Microsoft Office, Web Forms, Artificial Intelligence platforms
Responsibilities
Develop content for webinars and workshops; Evaluate school usage and implementation of FACTS products; Collaborate with Product Management to align best practices; Host online and onsite best practice sessions; Educate internal teams on product best practices
Seniority
Mid-Senior, hands-on IC