FACTS Account Manager: K-12 Financial Management

Summary

Nelnet Business Services provides payment technology and education services to higher education institutions, K-12 schools, students, families, and supporters. The Account Manager I services educational institutions using K-12 financial management products, supports client inquiries, resolves issues, provides product guidance and training, manages accounts, and promotes retention and increased product utilization.

Responsibilities

• Build and maintain relationships with institution contacts by maintaining a high level of availability and proactively reaching out to institutions
• Provide direction and guidance to new and existing institution contacts regarding all NBS products and services
• Provide training on products, processes and procedures to institutions
• Provide excellent customer service and perform multiple tasks on a daily basis via the telephone, chat interface, fax, email or formal written correspondence
• Answer high volume of phone calls and/or chats from all regions of the country
• Set up and maintain institution profile information, terms, and corresponding marketing site
• Encourage increased use of various NBS products and technical services; trouble-shoot problems and offer solutions
• Establish open lines of communication with sales team and other internal contacts regarding updates of existing institutions as well as new institution leads
• Provide reporting of activities to team leader
• Participate in special projects or committees and other related duties as assigned by team leader

Skills

• College graduate in related field or equivalent experience
• Strong interpersonal and communication skills to effectively work with customers in a professional manner
• Ability to work as a team player and establish good rapport with co-workers
• Detail oriented with excellent prioritization, organization and time management skills
• Ability to multi-task and complete projects under high pressure deadlines and stressful situations
• Strong analytical and problem solving skills
• General knowledge of NBS products, as well as other areas and products within the company
• General computer skills including Microsoft Office applications, e-mail, internet, and CRM system
• Understanding the unique needs of educational institutions is beneficial
• To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship
• Experience in banking or customer service is preferred
• Previous experience in education (e.g., teaching, school district, or student services) is highly desirable

Qualifications

Must Haves

• College graduate in related field or equivalent experience
• Strong interpersonal and communication skills to effectively work with customers in a professional manner
• Ability to work as a team player and establish good rapport with co-workers
• Detail oriented with excellent prioritization, organization and time management skills
• Ability to multi-task and complete projects under high pressure deadlines and stressful situations
• Strong analytical and problem solving skills
• General knowledge of NBS products, as well as other areas and products within the company
• General computer skills including Microsoft Office applications, e-mail, internet, and CRM system
• Understanding the unique needs of educational institutions is beneficial
• To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship

Nice to Haves

• Experience in banking or customer service is preferred
• Previous experience in education (e.g., teaching, school district, or student services) is highly desirable

Benefits

• Medical
• Dental
• Vision
• HSA and FSA
• Generous earned time off
• 401K/student loan repayment
• Life insurance & AD&D insurance
• Employee assistance program
• Employee stock purchase program
• Tuition reimbursement
• Performance-based incentive pay
• Short- and long-term disability
• Robust wellness program