FACTS Financial Sales Specialist - Western US

Nelnet; United States; Remote; USD 70,000; Full time

Job summary

A leading education services provider in the United States seeks a Financial Sales Specialist to enhance financial management strategies for K-12 schools. This role requires expertise in FACTS Payment Plans and involves hosting workshops, developing content, and collaborating with internal teams. Ideal candidates have a Bachelor's degree and at least three years of relevant experience. Competitive salary and comprehensive benefits package offered.

Benefits

Medical, dental, and vision insurance

401K/student loan repayment

Tuition reimbursement

Generous earned time off

Qualifications

• 3 years' experience in the business office at a K-12 private school.
• 3 years' experience with FACTS Payment Plans and related products.

Responsibilities

• Develop content for webinars and workshops.
• Evaluate school usage of FACTS products.
• Align best practices with the product roadmap.
• Host workshops for customers.

Skills

Expert in FACTS Payment Plans

Creative problem-solving

World-class customer service

Strong communication skills

Detail oriented

Strong presentation skills

Computer skills

Ability to work under pressure

Team player

Initiative

Education

Bachelor’s Degree or equivalent

Job description

Overview

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You’re part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work.

Position

The FACTS Financial Sales Specialist specializes in the FACTS Payment Plans, Billing, and Financial Aid Management products and supports the mission of K-12 private and faith-based schools by helping them utilize specific services within these platforms. This position creates resources, leads webinars, develops workshops and works directly with schools to help them develop and implement successful financial management strategies. In addition, the Financial Sales Specialist works directly with existing FACTS customers by teaching them how to best manage their current processes and helping them to improve by evaluating their usage, configuration and overall implementation of the Payment Plans, Billing, and Financial Aid Management platforms.

Job Responsibilities

• Develop content (related to Payment Plans, Billing, and Financial Aid Management best practices) for webinars, workshops, blog posts, analytics spreadsheets, reports and checklists.
• Work with FACTS customers to evaluate school usage, configuration, and overall implementation of all aspects of the Payment Plans, Billing, and Financial Aid Management products.
• Work directly with the FACTS Payment Plans, Billing, and Financial Aid Management Product Manager to align best practices with the product roadmap.
• Collaborate closely with internal teams (Implementation, Product Management, Sales and Account Management).
• Host online and onsite best practice workshops for existing customers and prospects.
• Educate and train internal teams on FACTS Payment Plans, Billing, and Financial Aid Management best practices.

Salary for this role is: $70,000

Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.

Education

Bachelor’s Degree, or equivalent experience, preferably in education, business and/or technology.

Experience

1. 3 years experience working in the Business office at a K-12 private school (or equivalent experience in related area work).
2. 3 years experience working with FACTS Payment Plans, Billing, and Financial Aid Management products and services.

Competencies – Skills/Knowledge/Abilities

1. Expert in strategies around the FACTS Payment Plans, Billing, and Financial Aid Management products.
2. Ability to develop individualized, creative solutions to complex problems on a per-customer basis.
3. Passionate about providing world-class customer service.
4. Solid working knowledge of existing FACTS Payment Plans, Billing, and Financial Aid Management products, as well as stand-alone financial products.
5. Strong interpersonal and communication skills (both written and verbal) with the ability to constructively discuss sensitive issues.
6. Very detail oriented and a creative thinker.
7. Strong presentation and public speaking skills.
8. Ability to work as a team player and establish good rapport with co-workers.
9. Excellent customer service skills (friendly, courteous, helpful and patient).
10. Excellent prioritization, organization, and time management skills.
11. Strong computer skills, including experience using Microsoft Office applications, Web Forms, and the Internet.
12. Ability to effectively instruct clients in the use of computer software and other services.
13. Ability to handle stressful situations and meet deadlines.
14. Strong initiative to get tasks and objectives completed without supervision.
15. Ability to work in a fast-paced environment and effectively lead change.
16. Ability to travel nationally up to 50% of the year.

Benefits

Our benefits package includes 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, and a robust wellness program. Learn more about our benefits from Nelnet.

EEO and Accommodations

Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.

Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 or corporate [e-mail].

Nelnet is a Drug Free and Tobacco Free Workplace.