School Success Partner

Vertex Education • Chandler, AZ

12d

About The Position

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. POSITION OVERVIEW: The School Success Partner is responsible for nurturing, renewing, and expanding Vertex’s relationships with existing clients across all service lines, including Finance & Accounting, Human Resources, Enrollment Marketing, National School Lunch Program Administration, Information Technology, and Student Performance and Analytics. The role serves as the strategic partner and commercial steward of an assigned regional portfolio of schools, ensuring strong retention, client satisfaction, and cross-sell growth. School Success Partners work closely with Regional Leads and Service Line Leaders, Partnership Consultants, and Delivery teams to maintain high-quality client experiences, proactively manage renewal cycles, identify client needs and opportunities for additional services, and ensure that Vertex delivers measurable value across the customer lifecycle. This is a client-facing, revenue-impacting role requiring strong relationship management skills, operational rigor, commercial acumen, and the ability to coordinate across multiple internal teams. The role reports to the Director of School Partnerships.

Requirements

• Bachelor’s degree in Education, Business, Marketing, Data Analytics, Communication, or related field.
• 3+ years in account management, customer success, client services, or a related, revenue generating role.
• Strong relationship-building skills with senior school leaders and operational staff.
• Excellent communication and client-facing presentation skills.
• Ability to manage multiple priorities with responsiveness and accuracy.
• Demonstrated commercial acumen in renewals, pricing, or cross-sell motions.
• CRM proficiency (HubSpot preferred) and strong organizational skills.
• High attention to detail, follow-through, and documentation accuracy.
• Ability to collaborate cross-functionally in a matrixed environment.

Nice To Haves

• Experience in a services or SaaS environment—particularly within K–12 education or the nonprofit sector—is strongly preferred.

Responsibilities

• Client Relationship Management: Serve as the primary relationship owner for assigned clients across all service lines, build trust-based relationships with school leaders, board members, and operational staff. Develop a deep understanding of each client’s operational needs, priorities, and strategic goals. Drive periodic business reviews with key accounts, analyze contract performance and value delivered, and advise both clients and internal teams on opportunities for improvement. Coordinate cross-functional responses to client issues, escalating concerns when appropriate, and advocate for client needs across teams to drive improvements in processes and service delivery. Proactively monitor client health by using structured check-ins, surveys, board materials, and other available signals to identifying early-warning indicators such as shifts in customer sentiment, leadership changes, budget pressures, and authorizer challenges.
• Renewal Management & Retention: Own renewal preparation, commercial negotiation, and signature for assigned accounts. Maintain visibility into renewal timelines, risks, pricing changes, and scope adjustments. Partner with Regional Leads and Service Line Leaders to ensure timely and accurate renewal proposals. Conduct recurring executive check-ins and term reviews with clients to reinforce value and mitigate churn risk. Maintain renewal pipeline stages and forecasting accuracy within HubSpot.
• Cross-Sell & Expansion: Identify cross-sell opportunities across HR, Enrollment Marketing, IT, NSLP, and SPA services based on client needs, performance data, and conversations. Partner with Service Line Leaders for scoping, pricing, and proposal development. Maintain accurate opportunity creation, qualification, and next steps in HubSpot. Achieve cross-sell revenue targets within the assigned book of business.
• Account Planning & Portfolio Management: Manage a portfolio of ~80–90 accounts using a Customer Lifetime Value (CLV)–based segmentation model. Prioritize high-value accounts while maintaining responsiveness across the portfolio. Develop annual account plans including renewal forecasts, cross-sell strategies, and relationship objectives. Monitor service delivery performance, client outcomes, and leading indicators of churn. Provide periodic readouts to VSS Leadership and Regional Leads.
• Data Integrity & Process Discipline: Maintain accurate account, renewal, and opportunity data in HubSpot. Ensure consistent use of playbooks, renewal templates, and contracting processes. Coordinate with the GTM Operations Team to ensure clean data, proper reporting, and timely updates. Track client activities, meetings, and outcomes with strong CRM hygiene and documentation discipline.

Benefits

• Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
• Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.
• Enhance your growth and development with mentoring and money to take training classes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees