Sales and Customer Success Coordinator

GreatSchools; Oakland (CA); Remote; USD 65,000 - 75,000; Full time

Job summary

An established industry player is looking for a proactive Sales & Customer Success Coordinator to join their mission-driven team. This role is pivotal in supporting both new business development and customer satisfaction within a growing data licensing program. The ideal candidate will thrive in a collaborative environment, engaging with prospective customers and ensuring smooth communication throughout the sales lifecycle. With a strong focus on detail and organization, this position offers a unique opportunity to contribute to meaningful educational initiatives while growing within a dynamic organization. If you're eager to make an impact and develop your career in sales and customer success, this role is for you.

Benefits

Comprehensive medical, dental, and vision benefits

Retirement plan with employer match

15 days of vacation (up to 20 after five years)

Paid four-week sabbatical every five years

Qualifications

• 1–3 years experience in sales support or customer success.
• Strong written and verbal communication skills.
• Experience with CRM tools like HubSpot.

Responsibilities

• Conduct discovery meetings with prospective customers.
• Support customer communications and manage subscriptions.
• Collaborate with internal teams to enhance customer experience.

Skills

Sales Support

Customer Success

CRM Tools (HubSpot)

Communication Skills

Organizational Skills

Education

Bachelor's Degree

Tools

HubSpot

Google Workspace

Job description

ABOUT GREATSCHOOLS

GreatSchools is the leading national nonprofit helping parents unlock educational opportunities for their children. Our platform reaches half of all families in the U.S. with school-age children—including educators, policymakers, and researchers—by providing trusted education data and insights. We are a small, mission driven team that values collaboration, learning and innovation.

SUMMARY

GreatSchools is seeking a proactive and detail-oriented Sales & Customer Success Coordinator to support our growing data licensing program. This cross-functional role supports both new business development and customer satisfaction by ensuring smooth, efficient, and professional experiences throughout the sales and service lifecycle.

The ideal candidate is a strong communicator, highly organized, and eager to grow within a mission-driven organization. Reporting to the organization’s senior sales lead, this role will work closely with the Senior Manager, Customer Success and the broader Operations team to support critical revenue and customer success functions.

KEY RESPONSIBILITIES

Sales SupportUnder the direction of the organization’s senior sales lead, this position will:

• Conduct initial discovery and follow-up meetings with prospective customers via email, phone or video conference.
• Help drive deal progression from discovery through the contract stage, including generating quotes and proposals.
  
• Develop and maintain a deep understanding of GreatSchools’ data products and value proposition to effectively engage with prospects and internal teams.
• Build knowledge of the GreatSchools’ customer base and their industries to position GreatSchools’ offerings effectively.
• Explain basic data licensing terms, usage rights, and pricing structures clearly to potential customers.
• Follow up with prospects to ensure timely, professional communication and maintain engagement.
• Qualify inbound leads and assist with outreach campaigns and lead generation efforts.
• Collaborate with internal teams (data, product, operations) to address customer questions during the sales process.
• Accurately manage and update CRM records (HubSpot) to support sales tracking and reporting.
• Perform other duties as assigned.

Customer Success SupportIn collaboration with the Senior Manager, Customer Success, this position will:

• Serve as a first point of contact for customer inquiries, delivering timely and helpful support.
• Support customer communications such as onboarding emails, usage updates, and periodic check-ins.
• Manage customer subscriptions and account updates, including billing and cancellation requests.
• Conduct compliance and attribution audits to ensure customers adhere to licensing terms.
• Partner with internal teams to enhance customer experience and improve operational workflows.
• Perform other duties as assigned.

QUALIFICATIONS

Required

• 1–3 years of experience in sales support, customer success, or operations—preferably in a data-driven, nonprofit, or SaaS environment.
• Bachelor's degree.
• Strong written and verbal communication skills, with confidence engaging both internal and external stakeholders.
• Experience with CRM tools like HubSpot and productivity tools such as Google Workspace.
• Self-starter who can manage multiple priorities independently in a remote work setting.
• Attention to detail and a proactive mindset for problem-solving and process improvement.
• Commitment to GreatSchools’ mission and values, with a passion for mission-driven work.
• Eagerness to grow in a career focused on sales, partnerships, or customer success.
• Proven ability to work effectively in a remote, distributed team. Experience working across time zones is a plus.
• Excellent organizational skills.

Preferred

• Familiarity with data licensing, the U.S. education system, educational content, sales or enterprise account management.
• Experience conducting compliance reviews or supporting enterprise-level customers.
• Hubspot Sales Hub Software certification and/or Hubspot Inbound Sales certification, strongly preferred.

LOCATION

• Anywhere in the continental United States. Candidates residing in the Pacific Time Zone are strongly preferred.
• Travel up to 2 to 3 times annually to the San Francisco Bay Area may be required

SALARY & BENEFITS

• Base compensation for this role ranges from $65,000 to $75,000 (OTE $70,000 to $80,000) for candidates residing in the Bay Area; however, salaries are dependent upon candidate location and experience.
• Our wide-ranging benefits are some of the best you’ll find out there. They include:
  • Comprehensive medical, dental, and vision benefits with range of PPO, HMO, HSA-eligible accounts
  • Retirement plan with employer match
  • 15 days of vacation (up to 20 after five years of service), up to 9 days of sick leave, and 12 paid holidays annually
  • A paid four-week sabbatical offered every five years, so employees can rest and recharge

HOW TO APPLY

Please submit your resume and answer the required questions via the application link.

We value every application and want to ensure a fair and thoughtful hiring process. A real person—never AI—will review your submission, so we encourage you to apply even if you don’t meet every listed qualification.

Applications will be reviewed on a rolling basis. The target start date is as soon as possible.

GreatSchools team members are diverse in all ways. We are committed to hiring talented staff who reflect the diversity of the communities and audiences we serve and who believe in supporting all parents, especially those who have been historically underserved. As a proud Equal Opportunity Employer, we are committed to considering applicants regardless of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Employment Fraud Notice: GreatSchools cautions job seekers of potential scammers attempting to impersonate our organization during the hiring process. All communications related to application submissions, interviews, and applicant selection are sent via our secure hiring portal, BambooHR. We will never ask you for financial information or payment and do not utilize any third-party recruiting services. You can verify our current employees here. Data privacy and security are critically important to us, so please note we are taking all available precautions to avoid fraudulent activity. Any questions or suspicious activity can be reported to [e-mail].