FACTS Financial Consultant

About the role

FACTS Financial Consultant 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 FACTS Financial Consultant 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.

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.

Qualifications

Education: Bachelor's Degree, or equivalent experience, preferably in education, business and/or technology.

Experience:

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

Skills

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

Pay

Annual compensation range for this role is $75,000 - $80,000 depending on experience.

Schedule

This position offers a hybrid work option. Associates living within 30 miles of an office location work remotely for part of the week and are in-office three days per week.

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.

Note: This is a highly visible, client-facing role requiring up to 50% travel at times throughout the US, executive presentations, public speaking, and facilitation of large group meetings and events. Visa sponsorship is not available for this position; candidates must already be authorized to work in the United States without the need for current or future sponsorship.