• Develop and maintain long-term relationships with all core customers at existing schools as well as new partner schools.
• Serve as primary point of contact for new school onboarding and new product implementations.
• Identify opportunities to grow business with existing partner schools.
• Act as the main point of contact to answer inquiries from both partner schools and provide expert level support to the schools on the loan application and funding processes from beginning to end.
• Manage projects within the partner school relationship, working to carry out school requests while meeting company goals.
• Communicate partner school needs and demands internally to team members and ensure partner schools receive requested products and services in a timely fashion.
• Coordinate with team members working with the same partner schools to ensure consistent and streamlined service.
• Oversee and assist in delivery of key reporting and operational processes including loan certification, escrow processing and reconciliation, disbursements, and refunds as needed.
• Perform ad hoc data requests from schools and fellow colleagues.

• Bachelor’s Degree required.
• 1-3 years of account management role and/or 2-4 years of customer service experience.
• Proven track record of cultivating positive relationships amongst client accounts, co-workers, and management.
• Must have excellent interpersonal and communication skills.
• Demonstrated ability to effectively negotiate resources and work collaboratively with cross-functional teams.
• Excellent time management and organizational skills, as well as attentiveness to details and a commitment to follow up.
• The ability to apply creative problem-solving techniques to situations using sound business judgment.
• Proficient in MS Office and Google Docs, with extensive knowledge of MS Excel.

• Experience working in financial services, student lending, or at a skills training school
• Sales experience (inside or outside sales)
• CRM aptitude, HubSpot experience a bonus.

• ​​​The ability to thrive in a fast-paced, service-oriented environment; solve problems and resolve conflicts to achieve a positive outcome; and work independently in a team environment without close supervision.
• The capacity to get things done at short notice while collecting information from a variety of internal and external sources.
• Being comfortable with change as the product focus and service levels evolve based on business strategy, product priorities, and development of new initiatives.

• And an eagerness to learn, a drive to succeed, a sense of urgency, and a passion for the work.

• This position’s salary range is $70,000 - $85,000 commensurate with experience. San Diego hybrid preferred, open to remote for the right candidate.
• Company Stock Options
• 401(k) Company Match
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,600
• Life insurance, disability, and critical illness
• 14 Paid Holidays! Eleven (11) Two (2) Community Days Your Birthday!
• Snacks and drinks in the office
• Tuition reimbursement program
• Generous paid leave policies
• $2,000 Vacation Incentive Plan after 3 years $1,000 Sabbatical Day
• Community, Parking, Wellness funds, and more!

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.