Who You Are:

You are a highly organized, detail-oriented, and proactive to manage and streamline our school partnerships pipeline. This position is crucial to ensuring smooth and efficient management of school partnerships from initial lead generation through to successful conversion. The ideal candidate will take ownership of the entire process, from managing estimates and CRM pipelines to tracking conversion metrics and ensuring communication with schools is timely and effective.

The Opportunity:

Join a rapidly growing educational resource company that’s transforming how teachers support English Language Learners. As the Customer Success & Lifecycle Manager, you'll play a key role in shaping the customer experience—from onboarding to retention. You'll have the chance to implement innovative strategies that boost engagement and satisfaction while growing with a company making a real impact in education. With the growing influence of AI in customer success, you’ll have the opportunity to explore and implement tools that enhance our processes and customer interactions.

Who We Are:

Equipping ELLs is an educational resource company dedicated to empowering teachers with the tools and support they need to help English Language Learners (ELLs) thrive. Through our comprehensive membership platform, we provide high-quality, research-based materials designed specifically for ELL instruction. Our mission is to equip educators with resources that enable their ELL students to succeed in the classroom and beyond. We embrace innovative solutions, including AI tools, to better serve our customers and create meaningful experiences.

What You'll Do:

• Pipeline Management: Oversee the school partnerships pipeline in ClickUp, ensuring all leads are tracked and followed up on systematically. Maintain a detailed record of each school’s status and ensure no opportunities fall through the cracks.
• Estimates & Quotes: Create and send accurate estimates using QuickBooks to prospective schools, ensuring they reflect our offerings and pricing structures.
• Email Campaigns & Automations: Develop, implement, and manage email marketing campaigns in ActiveCampaign to retarget leads and nurture prospects. Automate follow-up emails and maintain a healthy, engaged pipeline of schools.
• Communication Management: Respond promptly to school partnership emails in Gmail, ensuring clear, professional, and timely communication. Keep email threads organized and ensure all inquiries are addressed.
• Lead & Conversion Tracking: Track lead progress and conversion rates, reporting on key metrics regularly. Set goals and analyze performance data to continually optimize processes and strategies.
• Goal Setting & Ownership: Take full ownership of the school partnership process. Set, track, and exceed lead generation and conversion goals. Be the go-to person for ensuring the pipeline runs smoothly.
• Process Improvement: Identify opportunities to optimize and streamline workflows to improve efficiency, ensuring that no leads are lost and communication with schools is proactive and effective.

Must-Haves in a Candidate:

• Proven experience with CRM management, preferably in ClickUp or similar platforms
• Strong experience with email marketing platforms (ActiveCampaign preferred)
• Excellent communication skills, both written and verbal, with a focus on professionalism and clarity
• Ability to track, analyze, and report on lead generation, conversion rates, and other key performance metrics
• High level of attention to detail and organizational skills
• Self-motivated with the ability to work independently and take initiative
• Familiarity with QuickBooks for generating estimates and invoices is a plus
• Experience in a fast-paced, deadline-driven environment
• Strong problem-solving skills and the ability to manage multiple tasks simultaneously

Nice to Have in a Candidate:

• Experience working in education, EdTech, or with membership-based businesses.
• Familiarity with ELL/ESL education and teacher needs.
• Knowledge of AI-driven customer success tools and an understanding of emerging trends in AI for customer experience.

Details:

• Job Type: Full-time (with part-time start and potential for growth).
• Location: US, Panama, Remote.
• Salary: Competitive and dependent on experience.
• Benefits: Opportunity for growth and the ability to shape the future of the company.