Client Engagement & Cloud Adoption

Description

Key Responsibilities

• Assess client education needs within the assigned region, focusing on complex areas such as State Reporting, compliance, and software adoption.
• Design, deliver, and refine training (virtual and in-person) tailored to different user groups (payroll, HR, finance, IT, etc.).
• Develop self-service resources such as job aids, videos, recorded webinars, and user guides that empower district users.

• Build trusted relationships with school districts, proactively engaging with them during key calendar events (state reporting windows, fiscal year-end, etc.).
• Coordinate and host regional user group meetings, workshops, and peer-to-peer learning opportunities.
• Monitor product adoption trends and proactively recommend additional training or process changes to improve client outcomes.

• Act as a liaison between districts and internal teams (Product, Development, Support, Sales) to communicate client needs and enhancement priorities.
• Consolidate and document feedback from clients to inform roadmap discussions and backlog prioritization.
• Collaborate with CXMs to provide strategic engagement support for districts at risk or districts facing complex state or regulatory challenges.

• Maintain deep knowledge of School ERP Pro modules, particularly those related to state and federal compliance.
• Stay current on K-12 compliance requirements, state reporting timelines, and regulatory changes; ensure districts receive timely guidance and training.
• Support state-specific initiatives by partnering with internal and external stakeholders (state DOE offices, advisory boards, etc.).

• Track and measure the effectiveness of training initiatives using analytics and feedback tools.
• Maintain accurate records of educational engagements, client feedback, and program participation.
• Assist in the creation of standardized materials and best practice workflows to improve consistency of client experiences.

Qualifications

• BS/BA in Education, Business, Information Systems, or related field; or equivalent experience.
• 3–5+ years of experience in client-facing roles such as training, implementation, product support, or product management within ERP, HRIS, or SaaS (K-12 or public sector preferred).
• Direct experience with K-12 state reporting, compliance workflows, or regulatory change cycles is highly valued.
• Experience facilitating training (live and recorded) and presenting at user groups or conferences.

• Exceptional communication skills with the ability to explain complex concepts simply and effectively to non-technical audiences.
• Strong instructional design instincts for both live and asynchronous learning.
• Highly collaborative, with the ability to influence and work across Product, Support, and CX teams.
• Comfortable analyzing client data (adoption, feature usage) to identify patterns and address gaps.
• Tools proficiency: LMS platforms, webinar software, PowerPoint, Excel/Sheets; experience with MS Dynamics/Jira is a plus.
• Able to travel up to 20% for user groups, onsite training, and strategic state-level engagements.