Note: The job is a remote job and is open to candidates in USA. Project Lead The Way (PLTW) empowers students and supports teachers through pathways in computer science, engineering, and biomedical science. The Engagement Operations Specialist supports new business, customer expansion, and retention by coordinating purchasing, contracting, approval, and renewal processes, managing Salesforce workflows, and maintaining customer requirements and documentation.
Responsibilities
- 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
Skills
- 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
- 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
- Knowledge of customer purchasing, procurement, contracting, agreement administration, or sales support processes
- Proficiency with customer relationship management (CRM) systems (i.e., Salesforce)
- 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
- Familiarity with K-12 education, school district purchasing processes, or the broader education sector
- Excellent written and verbal communication skills, with the ability to communicate confidently and professionally with customers and internal stakeholders at all levels
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