EdVisorly

• Generate qualified meetings with decision-makers across Admissions, Enrollment, Registrar, Transfer, Advising, and Student Success at colleges and universities • Build and maintain targeted account lists aligned to EdVisorly's ideal customer profile • Translate enrollment trends, policy changes, and market signals into personalized, compelling outreach • Execute multi-channel outbound cadences (email, cold calling, LinkedIn) with discipline and consistency • Maintain 100% CRM accuracy and contribute to pipeline reviews with the Director of Partnerships • Feed market intelligence back to Marketing and Partnerships to sharpen our go-to-market strategy • Help build the repeatable prospecting playbooks and workflows that scale with us • Convert inbound leads from webinars, conferences, campaigns, and referrals into qualified meetings in partnership with the Partnerships and Marketing teams • Engage decision-makers across Admissions, Enrollment Management, Registrar, Transfer, Advising, and Student Success functions at colleges and universities nationwide

• Own design strategy and execution for both student and university-facing products across mobile and web. • Lead design on new products from the ground up — we have multiple greenfield products in active development that will be your first priority. • Translate complex workflows and data-heavy tools into elegant, intuitive experiences that instill confidence in both students and admissions staff. • Collaborate with Product and Engineering to shape roadmaps, influence product direction, and drive high-quality outcomes. • Begin building the foundations of a unified design system that scales across our product ecosystem. • Conduct user research and usability testing to inform design decisions. • Champion a user-centric mindset and help shape design culture across the organization.

• Help scale and optimize EdVisorly’s internal systems, processes, and workflows. • Work cross-functionally across the organization to ensure strategy translates into execution. • Create, evolve, and document business systems and processes that support growth. • Build and automate data analyses using AI to generate actionable insights. • Lead cross-functional initiatives and high-priority projects critical to scaling the business. • Identify opportunities to improve efficiency, speed, and profitability across workflows. • Proactively resolve implementation issues and adoption challenges.

• Manage the end-to-end contract lifecycle — from drafting and redlines to execution and storage in a way that improves speed-to-deal-close. • Ensure accuracy, version control, and compliance with company policies and state regulations. • Collaborate cross-functionally to maintain alignment, reporting, and compliance across all contract and procurement operations. • Own every step of vendor onboarding and compliance workflows to ensure EdVisorly becomes an approved supplier for prospective and current partner institutions. • Coordinate institutional documentation including W-9s, insurance certificates, POs, payment details, and vendor portal requirements • Track state business registrations, renewals, and filing deadlines in partnership with Legal and leadership to support deal closure • Coordinate and prepare responses to RFPs, RFIs, and related documentation. • Ensure submissions meet all compliance, formatting, and deadline requirements. • Collaborate across teams to gather technical, pricing, and legal inputs. • Improve systems and processes by optimizing tools, automation, and SOPs for greater efficiency and consistency.

• Own and evolve messaging and positioning for EdVisorly's core platform offerings • Translate product capabilities into compelling value propositions for institutional buyers • Support ICP refinement, persona development, and use-case validation through customer research and sales feedback • Create core marketing assets including website pages, newsletters, product one-pagers, overviews, FAQs, and explainer content • Ensure partner solutions are represented clearly and consistently in EdVisorly’s broader launches and marketing programs • Turn partner results into case studies, testimonials, and customer spotlights that demonstrate measurable impact • Build scalable enablement assets supporting acquisition, cross-sell, upsell, and renewal motions • Contribute to sales and customer success playbooks, battlecards, pitch decks, and objection-handling resources • Partner with Sales and Customer Success to accelerate deal velocity • Manage the content roadmap and prioritize deliverables that directly support pipeline retention and expansion goals • Support content strategy across partner newsletters, LinkedIn, nurture campaigns, and customer communications • Support integrated marketing efforts that drive engagement from prospect → partner → expansion • Track content performance and iterate based on results

• Own and maintain a clear, outcome-based roadmap for the Partner Experience platform. • Translate company goals into well-scoped initiatives and prioritized execution plans. • Make thoughtful trade-offs balancing partner impact, technical constraints, team capacity, and long-term platform strategy. • Communicate roadmap decisions, trade-offs, and changes clearly to stakeholders. • Own day-to-day agile execution including backlog management, sprint planning, refinement, retrospectives, and delivery cadence. • Partner closely with Engineering to manage dependencies, sequence work effectively, and support predictable, high-quality delivery. • Identify opportunities to simplify, automate, and scale complex processes into durable product capabilities. • Build with scale in mind — ensuring solutions work across institutions with varying policies, data structures, and systems. • Collaborate with Implementation and Customer Success to support successful launches, onboarding, and adoption.

• Design, build, and scale the systems that power student–university interactions. • Own critical APIs and services that enable real-time data, automation, and integrations. • Drive improvements in reliability, performance, and security across distributed systems. • Automate onboarding and workflows by building ingestion jobs and database-driven configurations. • Partner with product, frontend, and data teams to design and deliver impactful features. • Work closely with Solutions Engineering and Customer Success to ensure seamless school deployments. • Contribute to system design discussions, technical decision-making, and mentorship within the team. • Champion best practices in testing, code quality, and CI/CD automation. • Proactively identify bottlenecks and scale systems to handle high-volume data and transactions. • Stay ahead of emerging frameworks, cloud technologies, and AI-driven tools to keep us innovative.

• Design, build, and maintain features across the stack using TypeScript, Node.js, PostgreSQL, and MongoDB • Architect and implement scalable APIs, real-time data processing, and AI-driven features • Own end-to-end feature development from technical design through implementation, testing, and deployment • Design and build ETL pipelines and data transformation workflows • Create and maintain Looker dashboards in collaboration with business stakeholders • Optimize database schemas, queries, and indexing strategies • Mentor team members on data modeling, pipeline development, and analytics best practices

• Develop and execute a comprehensive strategy to identify, qualify, and close new college and university partnerships across an assigned territory. • Build and manage a strong pipeline of opportunities, consistently driving momentum through the sales cycle. • Meet or exceed quarterly KPIs by securing new partnerships and expanding the scope of existing partnerships. • Own the full partnership lifecycle — from outreach and discovery to negotiation and closing. • Leverage consultative sales techniques to build trust, uncover institutional needs, and align EdVisorly’s platform with enrollment goals. • Deliver compelling pitch presentations and communicate EdVisorly’s value with clarity, confidence, and precision. • Maintain accurate pipeline forecasting and activity tracking in CRM systems. • Build trusted relationships with key decision-makers and enrollment leaders across colleges and universities. • Serve as a strategic partner to institutions by understanding their transfer, enrollment, and student success challenges. • Use strong written and verbal communication to influence and drive action across multiple stakeholders. • Maintain deep knowledge of EdVisorly’s platform, value propositions, and evolving market positioning. • Monitor competitor insights and higher education trends to inform strategy, product innovation, and growth opportunities. • Attend conferences and industry events to strengthen relationships, deliver presentations, and expand EdVisorly’s presence. • Work closely with internal teams (Operations, Product, Marketing, and Partner Success) to ensure smooth handoffs and strong partner outcomes.