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Vertex Education · 2 days ago

School Success Partner

United States

Full-time

Remote

Mid Level

3+ years exp

Vertex Education is a purpose-led education services provider dedicated to changing lives through education. The School Success Partner is responsible for nurturing and expanding relationships with existing clients, ensuring client satisfaction and retention while identifying opportunities for additional services.

Continuing EducationEducationManagement Information Systems

Hiring Manager

John Shreve

Responsibilities

Serve as the primary relationship owner for assigned clients across all service lines, build trust-based relationships with school leaders, board members, and operational staff

Develop a deep understanding of each client’s operational needs, priorities, and strategic goals

Drive periodic business reviews with key accounts, analyze contract performance and value delivered, and advise both clients and internal teams on opportunities for improvement

Coordinate cross-functional responses to client issues, escalating concerns when appropriate, and advocate for client needs across teams to drive improvements in processes and service delivery

Proactively monitor client health by using structured check-ins, surveys, board materials, and other available signals to identifying early-warning indicators such as shifts in customer sentiment, leadership changes, budget pressures, and authorizer challenges

Own renewal preparation, commercial negotiation, and signature for assigned accounts

Maintain visibility into renewal timelines, risks, pricing changes, and scope adjustments

Partner with Regional Leads and Service Line Leaders to ensure timely and accurate renewal proposals

Conduct recurring executive check-ins and term reviews with clients to reinforce value and mitigate churn risk

Maintain renewal pipeline stages and forecasting accuracy within HubSpot

Identify cross-sell opportunities across HR, Enrollment Marketing, IT, NSLP, and SPA services based on client needs, performance data, and conversations

Partner with Service Line Leaders for scoping, pricing, and proposal development

Maintain accurate opportunity creation, qualification, and next steps in HubSpot

Achieve cross-sell revenue targets within the assigned book of business

Manage a portfolio of ~80–90 accounts using a Customer Lifetime Value (CLV)–based segmentation model

Prioritize high-value accounts while maintaining responsiveness across the portfolio

Develop annual account plans including renewal forecasts, cross-sell strategies, and relationship objectives

Monitor service delivery performance, client outcomes, and leading indicators of churn

Provide periodic readouts to VSS Leadership and Regional Leads

Maintain accurate account, renewal, and opportunity data in HubSpot

Ensure consistent use of playbooks, renewal templates, and contracting processes

Coordinate with the GTM Operations Team to ensure clean data, proper reporting, and timely updates

Track client activities, meetings, and outcomes with strong CRM hygiene and documentation discipline

Qualification

Account ManagementClient Relationship ManagementCRM ProficiencyCommercial AcumenData AnalyticsCommunication SkillsOrganizational SkillsCross-Functional CollaborationAttention to Detail