Financial Solutions Advisor guiding clients in achieving financial goals through customized plans and investment strategies at Bank of America. Collaborating effectively while mitigating risks and enhancing client relationships.
About the role
- School Finance Consultant partnering with schools to implement Compass Billing Management platform. Focus on customer success, training, and long-term relationships with school leadership.
Responsibilities
- Own the end-to-end journey for your portfolio of schools, including implementation, training and ongoing account management.
- Deliver onboarding, training sessions (onsite and remote) and account management check ins to ensure schools successfully adopt Compass Billing Management.
- Build strong relationships with school leadership and key stakeholders to support product rollout success and long-term retention.
- Act as a technical lead in Compass product demonstrations to prospective clients where advanced knowledge of Billing processes is required.
- Provide ongoing support via phone, email and in-person engagement when required.
- Capture feedback and partner with the Product team to improve and evolve the billing solution.
- Ensure high levels of customer satisfaction, driving strong adoption, retention and advocacy across your portfolio.
Requirements
- Experience in school finance, accounting or business management, with a strong understanding of billing processes.
- A customer-first mindset, with experience supporting or managing client relationships.
- Strong communication skills, with the ability to explain complex concepts clearly.
- Confidence delivering training sessions and working directly with stakeholders.
- A proactive, problem-solving approach and the ability to work through complex challenges.
- High attention to detail and the ability to see tasks through to completion.
Benefits
- A hybrid working environment, with teams spending three days a week in person at our office hubs.
- Learning and development opportunities, including a dedicated PD budget.
- 24/7 access to our Employee Assistance Program (EAP), including face-to-face, phone and live chat support.
- A parental leave program for both primary and secondary carers.
- A supportive, inclusive culture where your voice is valued and heard.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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