Account Manager

Account Manager Corporate Profile

Regent Education is the leading Software-as-a-Service provider of independent, highly automated financial aid management software solutions supporting diverse enrollment models for higher education institutions in the U.S. Backed by leading ed-tech venture investors, Regent's web-based, easy-to-use solutions interoperate with established student information systems to provide institutions with improved efficiencies, fewer errors, new program growth opportunities, and enhanced financial aid services for students. While we have more than 30 years' experience helping schools, we consider ourselves a progressive company, always understanding how the market is evolving and bringing new, innovative solutions to our client partners. Regent's management solutions are designed and built by and for members of the financial aid and enrollment-management communities to enable institutions to better craft and execute financial aid, grow their programs, manage enrollments, and offer financial aid counseling strategies. Regent's solutions are deployed at 20% of the top 50 online institutions in the country, powering more than $2.5BB in highly automated financial aid disbursements annually. Regent Education is Salesforce's only ISV partner in U.S. Higher Education.

The Role

This individual will serve as the primary point of contact for his/her assigned clients. S(he) is responsible for fostering and strengthening the relationship between clients and Regent while overseeing all activities relevant to the clients' financial aid offices and the utilization of Regent products. The role requires close collaboration with clients to address any overarching concerns regarding product usage and to develop expertise in maximizing the value of licensed products within each environment. A thorough understanding of the clients' financial aid operations is essential to provide optimal guidance on leveraging Regent solutions effectively. Regular meetings will be held with clients to establish success criteria and measurable objectives throughout the year. The ideal candidate will assist clients in identifying priorities that drive the most significant improvements in their financial aid operations. This position is remote (work from home), with a travel requirement of up to 10%.

Core Responsibilities

• Monitor client requests and assist clients in prioritizing needs based on overall impact
• Coordinate internally and collaborate with other departments to ensure effective execution and delivery
• Assess current client solutions to maximize performance and proactively enhance the use of licensed products
• Analyze clients' resource allocation requirements to optimize utilization of Regent products and establish benchmarks for ongoing measurement
• Ensure clients serve as strong references for future Regent sales initiatives
• Maintain secure communication channels with clients to facilitate continuous feedback and support regarding product strategy and roadmap
• Lead timely operational reviews to identify best practices and provide guidance across the full suite of Regent products to support clients' financial aid operations
• Build strategic partnerships with clients to encourage participation in beta programs and ongoing product development efforts
• Secure long-term commitments from clients to support continued growth in product adoption and license renewal
• Develop a comprehensive understanding of clients' short-term and long-term objectives within their financial aid departments
• Take ownership of client success and proactively escalate any challenges impacting success to leadership, as appropriate

Work Experience and Core Competencies

Demonstrated analytical abilities, including comprehensive understanding of client business needs and the capability to translate them into application and operational requirements within the financial aid sector. Previous experience working in an financial aid office at a higher education institution. Expertise in overseeing clients and engaging with executive leadership. Proven background in collaborating with clients in dynamic development settings. Experience managing complex business systems and integration initiatives. Outstanding verbal and written communication skills, facilitating professional interactions with executives, managers, developers, and subject matter experts from diverse backgrounds. Proficiency in diagnosing and resolving operational challenges, offering strong analytical and troubleshooting capabilities. Exhibits a solid work ethic and a collaborative team approach, paired with a dedication to client satisfaction. Skilled at prioritizing tasks while handling multiple projects and thriving in fast-paced environments. Detail-oriented and quick thinking, with the ability to protect sensitive company data and uphold confidentiality. Confidence in communication, comfortable presenting to large audiences. Driven by results, consistently achieving deadlines and demonstrating a track record of success.

Our Culture At Regent Education, we partner with higher education to unlock financial resources for aspiring students. We focus on alignment with our university partners' values and goals, and we celebrate the outcomes that our platform enables for their students.