Director, Financial Aid Software Sales – Engagement

🕒 August 28

🇺🇸 United States – Remote

💵 $80k - $130k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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The College Board

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1900

📚 Education

🤝 Non-profit

Education • Non-profit

The College Board is a mission-driven, not-for-profit organization dedicated to promoting excellence and equity in education. It connects students to college success and opportunity by supporting them in building essential skills for higher education and removing barriers to access. The College Board operates with a focus on respect, diversity, inclusion, and collaboration, with a diverse and dedicated team of professionals. Based in several locations across the United States, they strive to modernize operations and increase their digital footprint, supporting students and families nationwide.

📋 Description

• Develop and execute territory and account strategies to drive new business and expand adoption of College Board financial aid solutions • Build trusted relationships with leaders in financial aid, enrollment management, finance, technology, and executive leadership • Lead consultative sales engagements from prospecting through contract execution, including discovery, demonstrations, proposals, negotiation, and close • Conduct virtual and in-person product demonstrations and consultations • Expand existing customer relationships through cross-selling, portfolio expansion, and strategic partnerships • Represent College Board at conferences, professional association meetings, and customer events • Collaborate with Marketing, Product, and Financial Aid Programs & Services on targeted outreach campaigns • Develop territory plans, prioritize opportunities, and maintain sales forecasts • Maintain sales pipeline, forecasting, opportunity management, and Salesforce data integrity • Execute customer outreach strategies supporting engagement and retention • Identify cancellation or reduced-engagement risks and recommend mitigation strategies • Support renewal planning and identify portfolio expansion opportunities • Analyze customer feedback, competitive activity, and market trends • Maintain expertise in College Board financial aid solutions and the higher education financial aid technology landscape • Report to the Executive Director, Financial Aid Engagement and Services • Travel approximately 4–6 times annually for customer meetings, conferences, and College Board events

🎯 Requirements

• 5+ years of experience in higher education, financial aid, enrollment management, education technology, SaaS, or consultative software sales • Demonstrated success developing sales strategies and achieving revenue or business development goals • Experience building relationships with senior institutional leaders and managing complex, multi-stakeholder sales cycles • Knowledge of higher education financial aid administration, enrollment management, student success, or related institutional operations • Experience presenting software or technology solutions to executive and technical stakeholders preferred • Ability to understand customer needs and translate them into consultative solution recommendations • Experience using CRM platforms, preferably Salesforce • Strong analytical and problem-solving skills • Excellent written, verbal, and presentation skills • Ability to manage multiple priorities independently and collaborate across cross-functional teams • Bachelor's degree required • Passion for expanding educational and career opportunities and mission-driven work • Curiosity and enthusiasm for emerging technologies, willingness to adopt AI-driven solutions and new digital tools • Learner's mindset and commitment to growth • Drive for impact and excellence • Collaborative and empathetic approach • Authorization to work in the United States

🏖️ Benefits

• Comprehensive compensation and benefits package • Compensation adjusted by location • Supportive team and meaningful career • Occasional in-person business travel opportunities