Account Executive - Virtual

Full job description

Be the one who makes a difference!
At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us.

Job Description Summary

The Partnership Consultant’s primary functions support the New School Partnership team’s revenue goals and growth objectives through the acquisition of new client accounts in their given territory. The Partnership Consultant will understand the holistic needs and goals of schools and position Vertex Education as a key partner to meet those needs and achieve their goals. They will actively conduct in-depth discovery calls to determine needs, present solutions to key decision makers, negotiate and close new business opportunities. At times they may also support accounts after a partnership has begun to aid in customer satisfaction and account growth. Additionally, the PC will help increase brand awareness in their given territory by fostering partnerships with key influencers.

ESSENTIAL FUNCTIONS
The successful PC will:
1. Identify potential clients using various comprehensive sales research strategies and compile a list
of prospective clients and top targets in their given territory, including potentially working
cross-selling opportunities with companies Vertex has acquired. Work hand in hand with their
assigned Partnership Consultant to conduct effective outreach to those targets and turn qualified
leads into opportunities.
2. Quickly develop relationships with multiple contacts in targeted organizations including school
leaders, department heads, and Board members in order to understand the client’s goals, initiatives,
and pain points.
3. Qualify prospect’s needs through a consultative sales process that involves questioning to drive
deeper discovery and handle objections quickly and concisely with sound reasoning.
4. Develop and implement a strategic sales plan to align potential clients’ needs/goals with Vertex
Education’s services.
5. Provide a broad overview of Vertex support services in an effort to create new clients. Such
services will likely include the following (but may include any service Vertex provides):
a. Marketing / enrollment support
b. Finance / accounting
c. HR support
d. Talent acquisition
e. NSLP administration
f. IT Support
g. Campus Development
6. Continually perform research on prospect websites, Board notes, news articles, and other social
media to refine and update their understanding of the prospect’s mission, potential needs, and
goals.
7. Proactively manage client satisfaction and service delivery by anticipating potential problems, and
monitoring resolutions.
8. Provide a crisp articulation of Vertex Education's solutions and capabilities to key contacts within
each client account and maintain the ability to cross sell additional product offerings.
9. Actively and collaboratively engage with multiple department leads at Vertex throughout the sales
process in order deliver solutions that are of the highest quality and meet the stated needs of our
potential clients.
10. Partner with other Vertex Education representatives in their territory to build relationships with
influencers and drive new referrals.
11. Manage all inbound and outbound prospect communication and organize or escalate issues
appropriately.
12. Ensure Hubspot is kept up to date with account data, activities, opportunities, and forecasting.
13. Partake in travel to customer locations for presentations, meetings, and conferences.
14. Travel to conferences and events as needed to assist with booth set-up and take down, interact
with clients, prospects, and influencers in an effort to build relationships, quickly assess their
needs, capture contact information, and drive the needed next steps to create tangible
opportunities.
15. Conduct personalized outreach to conference attendees, booth visitors, webinar registrants and
attendees using multiple means of communication to initiate conversations and drive new
business.
16. Regularly report market findings to DNSP so that organizational messaging and business
intelligence can be updated accordingly.
17. Regularly prepare reports showing sales volume, potential sales, and areas of proposed client base expansion and deliver them to the DNSP and Executive team to seek their input and support.
18. For any accounts that are assigned for long-term management:
a. Develop and maintain long-term relationships with multiple contacts in each organization
including school leaders, department heads, and Board members within their portfolio inorder to understand the client’s goals, initiatives, pain points, and ultimately grow their
account based on these findings.
b. Develop partnership plans for all assigned clients by leading a joint company/client planning
process that identifies client product offering needs while establishing a clear action plan as
needed (quarterly or annually).
c. Act as a client advocate: provide client satisfaction feedback to Vertex Education
management and recommend and/or implement operational process improvements that will
result in increased client satisfaction.

SUPERVISORY AND MANAGERIAL RESPONSIBILITY

• This position does not currently have any direct reports

KNOWLEDGE, SKILLS, & ABILITIES
Education, Licensure, or Certification

• Bachelor's Degree or equivalent and experience

Work Experience or Related Experience

• Must have 3-5 years of direct sales experience to organizational leadership including C-level staff

and Boards, demonstrated track record of achieving and exceeding goals, experience with opening
new markets appreciated, experience with nonprofits and/or charter schools is a plus.
Specialized Knowledge, Skills & Abilities:

• Possess excellent analytical, organizational, and time management skills, have exceptional

attention to detail

• Excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/coworkers and including the ability to communicate effectively and remain calm and courteous under pressure
• Build rapport and trust quickly with school leaders and influencers
• Strong listening and comprehension skills with the ability to deliver complex messages in a

simplified manner

• Tenacious sales mindset

o Ability to understand the broad array of services Vertex provides to schools
o Can articulate those services and demonstrate the benefits of a customer outsourcing them
to Vertex
o Gathers leads and arranges meetings
o Proactively works with potential customers to address questions, resolve concerns
o Continues forward in efforts to identify and obtain new customers, and persistent despite
obstacles and setbacks

• Strong diplomacy and interpersonal skills with the ability to build relationships and demonstrate a

high level of service and responsiveness

• Superb written and verbal communication skills in a variety of settings (one-on-one, small groups,

large groups, varying position levels, etc.)

• Crisp presentation skills
• Strong attention to detail as well as demonstrated ability to see the whole picture, think critically,

identify issues, and create solutions

• Proficient in Google Workspace (Google Docs, Google Sheets, Google Slides, etc.) and Microsoft

Office Suite (Outlook, Word, Excel and PowerPoint)

• Highly resourceful team-player who has the ability to work cooperatively with executive team and

other peers and also be effective working independently

• Models effective collaboration with external bodies and with all Vertex departments
• Over-communicates to ensure clarity, except in situations where discretion is necessary
• Credits others for their contributions and accomplishments
• Follow through on commitments and takes responsibility for decisions, actions, and failures
• Ability to thrive in a fast-paced environment and work well under pressure, demonstrating