Engagement Operations Specialist

About the role

At Project Lead The Way (PLTW), we are empowering students to thrive in an evolving world. We know that U.S. students must develop the knowledge and skills necessary to compete in the workforce, solve important challenges, and contribute to global progress. We know that teachers need support in empowering students to build these skills. Through our pathways in computer science, engineering, and biomedical science, PreK-12 students learn problem-solving strategies, critical and creative thinking, and how to communicate and collaborate.

Responsibilities

• The Engagement Operations Specialist supports new business, customer expansion, and retention opportunities by helping customers navigate purchasing, contracting, approval, and renewal processes.
• Working closely with Engagement Team members, customers, and cross-functional partners, this role coordinates activities, removes barriers, manages workflows in Salesforce, and maintains customer requirements and documentation to help opportunities progress efficiently from opportunity through completion.
• Occasional travel required.

Requirements

• A Bachelor's degree in business, operations, education, or a related field (or equivalent experience).
• Experience supporting sales, customer success, sales operations, deal support, customer operations, or other customer-facing business processes.

Qualifications

• Knowledge of customer purchasing, procurement, contracting, agreement administration, or sales support processes.
• Proficiency with customer relationship management (CRM) systems (i.e., Salesforce)
• Familiarity with K-12 education, school district purchasing processes, or the broader education sector.

Skills

• The ability to proactively communicate with customers to understand requirements, gather information, facilitate next steps, and maintain momentum throughout purchasing, approval, and agreement processes.
• The ability to identify and support customer purchasing pathways, including purchasing cooperatives and other mechanisms that reduce barriers and simplify the customer buying experience.
• Experience coordinating customer agreement processes from initiation through execution, including Data Privacy Agreements, amendments, and renewals.
• The ability to facilitate customer communication and coordination related to bids, proposals, RFPs, vendor documentation, and similar requests.
• Excellent relationship-building, communication, and problem-solving skills, with the ability to gather requirements, facilitate collaboration, and resolve issues effectively.
• Ability to manage multiple projects simultaneously while maintaining attention to detail and ensuring timely follow-through.
• Excellent organizational skills with the ability to track milestones, monitor progress, and proactively drive actions to completion.
• Excellent written and verbal communication skills, with the ability to communicate confidently and professionally with customers and internal stakeholders at all levels.