Account Manager

About Regent Education

Regent Education leads the market as a SaaS provider specializing in fully automated financial aid management software tailored for various enrollment frameworks at U.S. higher education institutions. Supported by prominent ed-tech investors, our user-friendly, web-based solutions seamlessly integrate with existing student information systems to streamline operations, reduce errors, drive program growth, and enhance financial aid counseling services. Our products serve 20% of the top 50 online institutions nationally, facilitating over $2.5 billion in automated financial aid disbursements annually. We are proud to be Salesforce’s exclusive ISV partner in the U.S. higher education space.

Role Overview

The Account Manager acts as the chief liaison for assigned clients, strengthening relationships and overseeing all facets of their financial aid departments’ interactions with Regent products. Key responsibilities include collaborating closely with clients to resolve product usage issues, maximizing product benefits, and setting measurable objectives through regular engagement meetings. A deep comprehension of financial aid operations is critical to providing tailored guidance that boosts client success and product adoption.

Core Duties

• Prioritize and address client requests based on impact and urgency
• Collaborate internally across teams to ensure timely and quality delivery
• Evaluate existing client solutions to enhance product performance and adoption
• Analyze client resource needs to improve operational benchmarks and product utilization
• Maintain secure communication to foster ongoing client feedback and support
• Conduct operational reviews to share best practices and guide clients across Regent's product suite
• Build and nurture strategic client partnerships to promote beta testing and development involvement
• Secure long-term client commitments for license renewals and product expansion
• Understand short- and long-term client goals within their financial aid departments
• Proactively manage client success, escalating issues as necessary to leadership

Qualifications and Experience

• Strong analytical skills with the ability to translate client business needs into actionable operational requirements within financial aid
• Previous work experience in a higher education financial aid office
• Proficient in client relationship management and engaging executive leadership
• Experienced in collaborating in dynamic development environments and handling complex system integrations
• Excellent communication skills, both verbal and written, suitable for varied professional audiences
• Skilled at diagnosing and resolving operational issues with outstanding analytical acumen
• Demonstrates a strong work ethic, teamwork orientation, and commitment to client satisfaction
• Adept at multitasking and prioritizing in fast-paced settings
• Detail-focused with the ability to maintain confidentiality of sensitive information
• Confident public speaker with experience presenting to large groups
• Results-driven with a consistent record of meeting deadlines and delivering success

Culture and Benefits

We foster a remote-friendly, collaborative environment where every team member contributes regardless of role tenure. Our leadership and teams possess deep expertise in financial aid and higher education system solutions. Our comprehensive benefits package includes medical, dental, vision, long-term and short-term disability, AD&D, life insurance, 401k matching, and flexible spending accounts.

Additional Information

This full-time position is remote work from home, requiring up to 10% travel. Regent Education is an equal opportunity employer, welcoming diverse applicants without discrimination based on race, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.