Center for Responsive Schools

This position is in person full-time with no remote option

The Educational Partnership Coordinator is responsible for coordinating and carrying out a wide range of administrative, coordination, and clerical tasks to support the sales functions in the Educational Partnerships department. The coordinator will respond to general inquiries from customers, schedule calls and meetings for Educational Partnership Consultants (EPC), and communicate with customers about contracted services or curriculum. They will also provide information and resources that help the customer move forward with their planning and implementation and follow up before, during, and after contracts are closed/won.

The Educational Partnership Coordinator supports the EPC in preparing for consultative meetings with customers, creates quotes, and nurtures customer relations to reduce the time and increase the conversion of quotes to contracts. They will liaise with the staffing and implementation teams.

The Educational Partnership Coordinator will run daily, weekly, monthly, and quarterly reports in Salesforce and assist other team members as required.

PRIMARY DUTIES & RESPONSIBILITIES INCLUDE:

Coordination Tasks to Support Departmental Activities

  • Respond to general inquiries from customers via email, phone, or other communication channels.
  • Schedule calls and meetings with customers for Educational Partnership Consultants (EPC)
  • Manage and respond to the AI chatbot and schedule meetings
  • Assist with sales meeting agendas, scheduling meetings for the department
  • Coordinate meeting rooms, technology, and other logistics as needed
  • Administrative Support
    • Maintain and update departmental records, databases, and documentation.
    • Assist with the preparation and distribution of departmental communications and materials.
    • Create, edit, and distribute written and electronic documents and materials as needed.
    • Record information, update paperwork, and maintain documents or correspondence.
    • Set up and manage paper or electronic filing systems.
  • Assist with department projects and initiatives as needed.



Support Preparation for Consultative Sales Meetings

  • Review HubSpot calendars to identify upcoming meetings and customers
  • Assist EPCs in preparing for consultative meetings with customers by completing customer profile information
  • Research, gather, and organize relevant customer data, sales materials, and other meeting resources.
  • Create accounts, contacts, opportunities/offerings, and reports in Salesforce.
  • Update accounts, enter data, take notes and upload documents in Salesforce.

Create and Nurture Quotes to Conversion

  • Create and prepare quotes for customers based on their specific needs and requirements.
  • Enter data from quotes into Salesforce
  • Ensure the accuracy and completeness of all quotes.
  • Nurture customer relationships to reduce the time and increase the conversion of quotes to contracts.
  • Provide timely follow-ups and address any customer concerns or questions regarding quotes if needed.
  • Maintain records of all quotes, communications, and follow-ups in Salesforce.
  • Track the status of quotes and conversions.

Liaise Across Teams to Support Customers

  • Liaise with staffing and implementation teams to ensure seamless customer support and service delivery.
  • Communicate customer needs and timelines to relevant teams.
  • Provide ongoing support to customers throughout the planning and implementation phases.
  • Coordinate with internal teams to address and resolve customer issues or concerns promptly.

Run Required Reports per Schedule or as Required

  • Run and maintain daily, weekly, monthly, and quarterly reports in Salesforce as required.
  • Generate ad-hoc reports as requested by EPCs or other team members.
  • Prepare reports for weekly sales meetings.
  • Document and distribute reports to relevant team members/stakeholders on time.
  • Maintain organized records of all reports for future reference and analysis.
  • Ensure Salesforce is updated daily to have accurate reports.

KNOWLEDGE, SKILLS & ABILITIES REQUIRED:

  • High School Diploma or equivalent preferred
  • Excellent verbal and written communication skills
  • Strong customer service skills
  • Highly organized with high attention to detail and a strong work ethic
  • Ability to work well in a highly collaborative open-suite environment
  • The ability to prioritize and handle multiple tasks simultaneously and autonomously
  • Preferred experience with Salesforce or ability to become proficient in Salesforce within a required time frame.
  • Proficiency with Microsoft Office Suite
  • Ability to learn and become proficient in databases
  • Regular and reliable attendance



PHYSICAL REQUIREMENTS:

  • Ability to use a computer for up to 8 hours/day with breaks and lunch.
  • Ability to talk on the phone for up to 4 hours/day.
  • Ability to lift up to 30 lbs occasionally



This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Individual jobholders' responsibilities, tasks, and duties may vary from the above description. Other duties, as assigned by the jobholder’s supervisor, may also be required.

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