Partner Experience Manager

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College Forward is solving big problems in education. We have great ideas, we help students succeed, and we move incredibly fast to make that happen. Our operations in Austin and Houston, Texas are poised for explosive growth as we take on educational inequality at scale. To accomplish our plans, College Forward seeks an ambitious, entrepreneurial, and creative Partner Experience Manager (PEM) to expand CoPilot’s reach, reinforce CoPilot’s value to clients, and ensure best-in-class customer support.

Reporting to the Managing Director of CoPilot, the PEM will act as the primary point of contact for assigned clients and manage assigned accounts for the duration of the relationship.  In addition, the PEM will maximize the lifetime value of each account by creating an exceptional customer experience and leading client on-boarding and implementation. The PEM will work closely with his/her CoPilot colleagues to explore, create, and refine new functionality that reinforces CoPilot’s value.  

The ideal candidate will evince a passion for building solutions in the Salesforce.com environment; embrace an ambitious vision of social entrepreneurism in a fast-paced, start-up culture; and, above all else, work tirelessly to ensure partner satisfaction.  

SALARY
$40,000-$45,000

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead training and implementation of CoPilot and Salesforce with external partners

  • Make formal presentations and conduct CoPilot demos to various senior level audiences and external partners

  • Establish a long term relationship with clients that provides them with an exceptional experience and continued customer support

  • Maintain regular communication with clients and act as the main point of contact from initial demo through implementation and ongoing service delivery

  • Deliver personalized system administrator training for clients’ points of contact

  • Quickly analyze and document clients’ business processes and system requirements

  • Design and execute Salesforce customizations that meet short- and long-term client goals

  • Work closely with the CoPilot team to ensure implementation timelines and expectations are communicated and met for each client

  • Recommend technical improvements and innovations that enhance the overall features and functions of the CoPilot app, including, but not limited to, workflow and automation, improved UI, and data visualization  

  • Support partner development efforts, monitor partner pipeline activities, assist in securing contracts, and transition clients to full CoPilot users

  • Manage external Salesforce and business consultants and support vendor relationship(s)

ANCILLARY FUNCTIONS:

  • Understand the strategic, long-term goals of the organization and the roles Salesforce and other future technology solutions will play in achieving those goals

  • Host seasonal client engagement webinars to highlight new features and functionality

  • Participate in strategic planning conversations as CoPilot continues to scale

  • Assist with other projects as assigned.

WORK ENVIRONMENT

College Forward is a dynamic, progressive and youth-focused working environment. Responsibilities may frequently require an adjusted work schedule, evening/weekend hours, and/or travel in order to meet deadlines or satisfy program requirements.

MINIMUM QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The PEM must also submit to and pass a comprehensive criminal background check before a final offer of employment can be made.

  • Entrepreneurial self-starter, able to work independently; enjoys creating and implementing new initiatives in a fast-paced working environment

  • Experience designing, developing, and implementing Salesforce solutions

  • Superb project management and process mapping skills

  • Exceptional interpersonal and relationship building skills   

  • Superb written and verbal communication skills

EDUCATION and EXPERIENCE

  • This position requires at minimum a Baccalaureate degree.  

  • 1-2 years of Salesforce CRM experience

  • Salesforce System Administrator certification preferred

  • 1-2 years of database implementations and project management experience.

  • Previous work experience working in the education, nonprofit, or technology industry highly preferred

  • Prior customer service experience in a SaaS company highly preferred.  

  • Account management experience preferred.  

PHYSICAL AND EMOTIONAL DEMANDS

While performing the duties of this job, the employee is regularly required to communicate with and present information to others and access information using a computer for several hours at a time.  CoPilot staff are required to travel to state and national conferences 2-3 times per year.

The employee must be emotionally mature. Candidates must demonstrate an ability to solve practical problems and deal with frequently changing variables. The employee must demonstrate strong interpersonal and coaching skills.

The PEM must be a self-driven individual who can thrive and produce outstanding results with little supervision.

College Forward provides equal employment opportunities to all team members and/or applicants for employment or service, without regard to race, color, class, religion/creed, sex, sexual orientation, gender identity or expression, national origin, age, weight, height, disability, political affiliation, marital or familial status, partnership status, citizenship status (except as required by law), veteran status, or status in any group protected by federal law, state law, or local ordinance. We provide reasonable accommodations upon request in compliance with the Americans with Disabilities Act of 1990 and Section 504 of the Rehabilitation Act. We encourage and support diversity and tolerance in our workplace. This position is dependent upon funding.

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Location

505 E. Huntland Dr, Austin, TX 78752

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