Remote Senior Grants & Aid Client Success Manager

Nelnet; Helena (MT); Remote; USD 50,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Dental Insurance

Vision Insurance

401K

Tuition reimbursement

Employee stock purchase program

Life insurance & AD&D

Job summary

Nelnet Business Services (NBS), a division of Nelnet, Inc., is seeking a Senior Account Manager for the FACTS Grant & Aid/Scholarship Granting Organization team. You will own end-to-end implementation, drive client satisfaction, and ensure program success across SGOs and related groups.

Responsibilities include leading implementations, training, reporting, and cross-department collaboration to improve product utilization and retention. Strong Excel/Office and AI tool experience required.

Qualifications

• Bachelor’s degree in business or related field, or equivalent experience.
• Minimum of two years in a customer service or account management role preferred.
• Advanced proficiency in Microsoft Excel (pivot tables, formulas, data analysis) and Microsoft Office suite.
• Experience with integrated AI tools to optimize workflows, data management, and client interactions.
• Extensive understanding of the FACTS Grant & Aid solution.

Responsibilities

• Provide consultative support during the sales process by assessing client needs and demonstrating how FACTS’ Grant & Aid system meets requirements.
• Lead all aspects of implementation for the G&A solution tailored to SGOs and related groups.
• Build relationships with client contacts through outreach, training delivery, and ongoing support.
• Guide clients in value-added services such as awarding processes and reporting.
• Manage awarding functions, document review, training seminars, and specialized reports.
• Stay informed on evolving tax laws and state tax credit programs.
• Define and maintain internal procedures for servicing SGOs.
• Serve as a G&A subject matter expert to internal teams.
• Foster cross-department communication to ensure quality metrics and compliance.
• Manage escalated client issues with resolution plans and root-cause analyses.
• Represent the FACTS Operations Team in leadership absence.
• Manage and resolve functionality tickets through ADO.
• Support the Training Team with refresher sessions.

Skills

Advanced Excel

Microsoft Office

Client relationship management

Communication

Team collaboration

Problem solving

AI tools usage

Education

Bachelor’s degree in business

Tools

CRM platforms

ADO

Co-Pilot

Job description

Nelnet Business Services (NBS), a division of Nelnet, Inc., is seeking a Senior Account Manager for the FACTS Grant & Aid/Scholarship Granting Organization team. You will own end-to-end implementation, drive client satisfaction, and ensure program success across SGOs and related groups.

Responsibilities include leading implementations, training, reporting, and cross-department collaboration to improve product utilization and retention. Strong Excel/Office and AI tool experience required.