FACTS Account Manager: K-12 Financial Management
Core
Manage client accounts for K-12 schools using Nelnet's Student Information System (SIS), payment plans, and billing solutions via phone, chat, and email.
Role type
Account Manager I (Client Services)
Builds
Retention of business and increased utilization of Nelnet's K-12 financial management products
Domain
Education Technology / K-12 Financial Services
Deliverable
client delivery
Required skills
Customer service, relationship management, product training, troubleshooting, reporting, CRM usage, Microsoft Office
Preferred skills
Banking experience, education sector experience (teaching, school district, student services)
Responsibilities
Maintain high-level availability and proactively reach out to institutions; Provide direction and guidance on NBS products; Provide training on products, processes, and procedures; Answer high volume of phone calls and chats; Set up and maintain institution profile information; Encourage increased use of products and troubleshoot problems; Establish communication with sales team; Provide reporting to team leader
Seniority
Entry-level / Individual Contributor