Client Partner - Education K12
78501 Mcallen, Texas
FranklinCovey
Posted 11 days ago
Job Viewed
Job Description
**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass , which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com .
**Title:** Client Partner (2884)
**Payroll Title:** Client Partner
**Division** **& Department:** Education Sales
**Status:** Full-Time Exempt
**Reports to:** Managing Director
**Location:** Remote - Anywhere in the Greater South Houston, Corpus Christi, or Rio Grande Valley regions
**Work Location:** This territory is predicted to service the a large part of Southern Texas but focus on the greater South Houston, Corpus Christi, and Rio Grande Valley regions.
**Compensation:** Anticipated compensation for this position is $100-140k base salary plus commissions*
**Job Summary**
The primary role of the Client Partner is to grow Leader In Me in their assigned region. They will effectively prospect their targeted list of education accounts (K-12), skillfully diagnose client needs and align FranklinCovey's Education Solutions with key decision makers, close business and grow sales revenue. The Client Partner builds mutually beneficial business and education relationships by helping clients solve problems or achieve greater results with the purchase of the FranklinCovey Leader in Me solution.
**Essential Job Functions**
_Grow the business and partner with school and district leaders._
+ Initiate new and strategic business development in your territory's K-12 schools/districts
+ Understand and prioritize local and federal educational priorities; align those priorities to Leader In Me and FranklinCovey Education solutions in a way that resonates with district leaders
+ Connect and develop high-trust relationships with Principals and district leaders as well as other key stakeholders to generate interest, awareness, pipeline opportunities and new business.
+ Diagnose and assess client needs consultatively to propose solutions aligned to state, district or local priorities
+ Have strong executive presence and credibility in written communications and face-to-face meetings - in-person and online.
+ Close business consistently within the FranklinCovey goals and guidelines developed for subscription, services and expansion mix and pricing
+ Contribute to a growing business and winning culture.
+ Establish a high-trust culture with and effectively lead a cross-functional team (a "pod") of regional operations, coaching and retention teammates to anticipate challenges, proactively communicate and deliver client-centered impact
+ Set goals for growth through territory analysis and planning and align actions to achieving goals, adjusting in real-time based on data and feedback
+ Maintain robust, accurate and up-to-date pipeline
+ Engage, attend and prepare for and fully participate in regular pod, sales team, practice- and company-wide meetings
+ Collaborate with business development, retention, customer success, operations, product development, and finance to get work done
+ Live and demonstrate the 7 Habits and 4 Disciplines of Execution in your work
+ Travel as necessary
**Basic Qualifications**
This position requires experience in one or both areas below:
1. 3+ years of experience in corporate and/or K-12 education sales.
2. 3+ years of experience in education leadership as a principal and/or district leadership role.
**Preferred Skills and Experience**
+ Bachelor's or advanced degree in education, business, organizational development, or related field.
+ Demonstrable skillset in consultative sales with capability in the areas of lead generation, prospecting, forecasting, and driving quality opportunities to closure.
+ Experience with subscription-based models and/or professional services environment selling to Fortune 5,000 companies and/or K-12 education environment.
+ Experience with Leader In Me implementation.
+ Strong verbal, written communication and technical skills with the ability to facilitate compelling, polished sales presentations for targeted K-12 decision makers.
Benefits for this position include medical, dental, and vision insurance, HSA, employee stock purchasing plan, 401(k), PTO, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
#LI-Remote
#LI-CL1
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
Please visit franklincoveybenefits.com for a complete US benefits overview. Benefits may include medical, dental, or vision insurance, HSA, PTO, 401(k), holiday pay, employee stock purchasing options, or other benefits. To determine status eligibility, visit .
For more information regarding benefits in other locations, please email
For an overview of our Interview Process, please visit .
FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
Direct Reasonable Accommodation requests
For our Privacy Policy, please visit ( .
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass , which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com .
**Title:** Client Partner (2884)
**Payroll Title:** Client Partner
**Division** **& Department:** Education Sales
**Status:** Full-Time Exempt
**Reports to:** Managing Director
**Location:** Remote - Anywhere in the Greater South Houston, Corpus Christi, or Rio Grande Valley regions
**Work Location:** This territory is predicted to service the a large part of Southern Texas but focus on the greater South Houston, Corpus Christi, and Rio Grande Valley regions.
**Compensation:** Anticipated compensation for this position is $100-140k base salary plus commissions*
**Job Summary**
The primary role of the Client Partner is to grow Leader In Me in their assigned region. They will effectively prospect their targeted list of education accounts (K-12), skillfully diagnose client needs and align FranklinCovey's Education Solutions with key decision makers, close business and grow sales revenue. The Client Partner builds mutually beneficial business and education relationships by helping clients solve problems or achieve greater results with the purchase of the FranklinCovey Leader in Me solution.
**Essential Job Functions**
_Grow the business and partner with school and district leaders._
+ Initiate new and strategic business development in your territory's K-12 schools/districts
+ Understand and prioritize local and federal educational priorities; align those priorities to Leader In Me and FranklinCovey Education solutions in a way that resonates with district leaders
+ Connect and develop high-trust relationships with Principals and district leaders as well as other key stakeholders to generate interest, awareness, pipeline opportunities and new business.
+ Diagnose and assess client needs consultatively to propose solutions aligned to state, district or local priorities
+ Have strong executive presence and credibility in written communications and face-to-face meetings - in-person and online.
+ Close business consistently within the FranklinCovey goals and guidelines developed for subscription, services and expansion mix and pricing
+ Contribute to a growing business and winning culture.
+ Establish a high-trust culture with and effectively lead a cross-functional team (a "pod") of regional operations, coaching and retention teammates to anticipate challenges, proactively communicate and deliver client-centered impact
+ Set goals for growth through territory analysis and planning and align actions to achieving goals, adjusting in real-time based on data and feedback
+ Maintain robust, accurate and up-to-date pipeline
+ Engage, attend and prepare for and fully participate in regular pod, sales team, practice- and company-wide meetings
+ Collaborate with business development, retention, customer success, operations, product development, and finance to get work done
+ Live and demonstrate the 7 Habits and 4 Disciplines of Execution in your work
+ Travel as necessary
**Basic Qualifications**
This position requires experience in one or both areas below:
1. 3+ years of experience in corporate and/or K-12 education sales.
2. 3+ years of experience in education leadership as a principal and/or district leadership role.
**Preferred Skills and Experience**
+ Bachelor's or advanced degree in education, business, organizational development, or related field.
+ Demonstrable skillset in consultative sales with capability in the areas of lead generation, prospecting, forecasting, and driving quality opportunities to closure.
+ Experience with subscription-based models and/or professional services environment selling to Fortune 5,000 companies and/or K-12 education environment.
+ Experience with Leader In Me implementation.
+ Strong verbal, written communication and technical skills with the ability to facilitate compelling, polished sales presentations for targeted K-12 decision makers.
Benefits for this position include medical, dental, and vision insurance, HSA, employee stock purchasing plan, 401(k), PTO, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
#LI-Remote
#LI-CL1
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
Please visit franklincoveybenefits.com for a complete US benefits overview. Benefits may include medical, dental, or vision insurance, HSA, PTO, 401(k), holiday pay, employee stock purchasing options, or other benefits. To determine status eligibility, visit .
For more information regarding benefits in other locations, please email
For an overview of our Interview Process, please visit .
FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
Direct Reasonable Accommodation requests
For our Privacy Policy, please visit ( .
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0
Manager - Participant Education (East Region)
76262 Santa Rosa, Texas
Charles Schwab
Posted 1 day ago
Job Viewed
Job Description
**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Workplace Services (WS) is a growing enterprise at Charles Schwab. Participant Education, along with other Workplace Branch teams, support the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. The Participant Education Presenter is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eye's approach".
**What you'll do:**
As a Manager - Participant Education Presenter, you'll work within a highly collaborative and results-oriented team, accountable for driving organizational growth by helping plan participants become life-long Schwab clients through the following methods:
+ Engage with plan participants in 1:many and 1:1 settings (both onsite and virtual) to deepen their relationship with and/or introduce them to all that Schwab has to offer.
+ Develop a thorough understanding of Schwab's value proposition, integrating it into the WFS Participant Experience when appropriate to support Schwab's growth strategy.
+ Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
+ Effectively communicate to ensure successful end-to-end execution of participant engagement strategies.
+ Innovate and embrace new ideas to support the continuous evolution of our education offer.
+ Accountable for meeting (exceeding) performance targets independently.
+ Travel required. May travel 25% - 50%+ of the time (varies based on region/market/business needs).
This position will primarily support the East Coast region. The ideal candidate will be located in one of the following major markets: Westlake, TX -Richfield, OH- Chicago, IL - Orlando, TX- Jersey City, NJ. There is a possibility of telecommute capabilities for the right candidate and with Executive approval, but current expectations require for a candidate to be in a major Charles Schwab Headquarters location.
**What you have**
+ 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.
+ 3+ years demonstrated public speaking (presenting and facilitation) skills: leading meetings, influencing others, and inspiring action.
+ A valid and active Series 7 license is required
+ A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)?
+ Advanced industry designation from the CFFP (or obtain within 12 months of joining the team). CFP® strongly preferred.
+ Bachelor's degree or equivalent experience demonstrating a deep understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.
+ Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
+ Comprehensive understanding of wealth management and financial planning concepts.
+ Demonstrated ability to influence without using authority.
+ Excellent organization, high attention to detail, and time management skills.
+ High achievement orientation measuring success through quantitative results.
+ Good business judgment and knows when to utilize resources.
+ Willingness to step outside of your comfort zone to try new things.
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Workplace Services (WS) is a growing enterprise at Charles Schwab. Participant Education, along with other Workplace Branch teams, support the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. The Participant Education Presenter is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eye's approach".
**What you'll do:**
As a Manager - Participant Education Presenter, you'll work within a highly collaborative and results-oriented team, accountable for driving organizational growth by helping plan participants become life-long Schwab clients through the following methods:
+ Engage with plan participants in 1:many and 1:1 settings (both onsite and virtual) to deepen their relationship with and/or introduce them to all that Schwab has to offer.
+ Develop a thorough understanding of Schwab's value proposition, integrating it into the WFS Participant Experience when appropriate to support Schwab's growth strategy.
+ Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
+ Effectively communicate to ensure successful end-to-end execution of participant engagement strategies.
+ Innovate and embrace new ideas to support the continuous evolution of our education offer.
+ Accountable for meeting (exceeding) performance targets independently.
+ Travel required. May travel 25% - 50%+ of the time (varies based on region/market/business needs).
This position will primarily support the East Coast region. The ideal candidate will be located in one of the following major markets: Westlake, TX -Richfield, OH- Chicago, IL - Orlando, TX- Jersey City, NJ. There is a possibility of telecommute capabilities for the right candidate and with Executive approval, but current expectations require for a candidate to be in a major Charles Schwab Headquarters location.
**What you have**
+ 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.
+ 3+ years demonstrated public speaking (presenting and facilitation) skills: leading meetings, influencing others, and inspiring action.
+ A valid and active Series 7 license is required
+ A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)?
+ Advanced industry designation from the CFFP (or obtain within 12 months of joining the team). CFP® strongly preferred.
+ Bachelor's degree or equivalent experience demonstrating a deep understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.
+ Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
+ Comprehensive understanding of wealth management and financial planning concepts.
+ Demonstrated ability to influence without using authority.
+ Excellent organization, high attention to detail, and time management skills.
+ High achievement orientation measuring success through quantitative results.
+ Good business judgment and knows when to utilize resources.
+ Willingness to step outside of your comfort zone to try new things.
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
View Now
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