Everfi

• Own the design, architecture, and implementation of complex data engineering initiatives • Identify and address difficult technical problems within the data platform • Serve as a technical mentor and senior resource for data engineers • Partner with product, analytics, and operations stakeholders on complex data initiatives • Stay current with developments in data engineering and conduct proof-of-concept work

• Execute high-volume outbound prospecting activity — including cold calls, email sequences, LinkedIn outreach, and event-based follow-up — to identify and engage prospective customers within assigned target segments • Respond promptly to inbound leads and marketing-qualified inquiries, qualifying interest, fit, and urgency before scheduling handoffs to Account Executives • Research and identify prospective accounts using internal data, intent signals, and external sources to build a strong top-of-funnel pipeline • Apply the company's qualification framework (e.g., BANT, MEDDIC, or equivalent) consistently to assess prospect readiness and determine appropriate next steps • Schedule and conduct introductory discovery conversations to understand prospect needs, confirm fit, and generate interest in Everfi's solutions • Coordinate smooth, context-rich handoffs to the assigned Account Executive, ensuring all relevant prospect intelligence is documented and communicated • Maintain accurate, current CRM records — including contact information, outreach history, qualification notes, and meeting outcomes — after every prospect interaction • Submit activity reports and pipeline summaries to your direct supervisor on the established cadence • Communicate trends in prospect feedback, objections, and competitive mentions to the broader Sales and Marketing teams proactively • Develop working knowledge of Everfi's platform, program portfolio, and competitive differentiators sufficient to conduct credible introductory conversations and handle first-level objections • Stay current on target market trends and the industries, roles, and personas within the assigned prospecting territory.

• Design, build, and maintain the most complex components of the software platform — including core system services, high-reliability infrastructure, critical APIs, and integration architecture • Analyze system performance, scalability constraints, and technical debt, and develop and execute remediation plans that improve reliability and long-term maintainability • Evaluate emerging software engineering tools, architectural patterns, and methodologies • Define and champion engineering best practices, code standards, testing frameworks, and architectural guidelines • Conduct rigorous code and design reviews • Develop and maintain authoritative technical documentation • Own the technical design of major platform initiatives • Partner closely with peers and technical leaders on platform roadmap decisions • Ensure that system design decisions account for security, reliability, observability, and compliance requirements • Serve as the primary technical mentor for less experienced engineers on the team • Contribute to onboarding frameworks and internal technical learning resources • Partner with Product, QA, and Operations stakeholders on technical requirements

• Drive discovery across the portfolio in partnership with Engineering and Product. • Develop deep understanding of learner populations, educator workflows, stakeholder goals, and technical opportunities through UX research and analytics, generating insights that move the team forward. • Translate user needs into shippable designs. • Move confidently from ambiguous problem spaces to low-fidelity concepts, refined flows, and production-ready artifacts. • Own quality through handoff and ensure shipped experiences meet interaction, visual, and learning experience standards. • Champion accessibility and inclusive design. • Apply WCAG standards and inclusive design principles across all work — for learners of all ages, abilities, and technical literacy levels. In edtech, this is foundational, not optional. • Contribute to a coherent design system. Help evolve shared components, patterns, and documentation that scale gracefully across our product lines and learning modalities — not just use what exists, but actively shape what should. • Orient towards outcomes. Help define product outcomes that align to business goals and strategy, and set up systems to track the effectiveness of our designs in achieving them. • Communicate and influence across teams. Articulate design rationale clearly in cross-functional settings — with Product, Engineering, Curriculum, and senior stakeholders — and build the shared understanding that keeps complex initiatives moving. • Knowledge share. Share craft, process knowledge, and design best practices with other designers and team members. Contribute to a culture where feedback is specific, growth is expected, and quality is a shared standard.

• Own and maintain the product roadmap and backlog for one or more data product areas — such as learner analytics, outcomes reporting, or institutional intelligence tools • Prioritize features and enhancements based on customer value, business impact, and technical feasibility, with a clear orientation toward outcomes over output • Actively manage sprint planning, release coordination, and post-launch measurement in partnership with engineering leads • Conduct ongoing customer discovery, user research, and competitive analysis to deepen understanding of the needs of institutional buyers, learning administrators, and learners • Synthesize research findings into actionable product requirements and user stories • Write clear, detailed user stories, acceptance criteria, and product requirements • Coordinate across platform engineering, data science, and UX through all phases of the product lifecycle — from discovery through delivery and post-launch iteration • Manage product releases in partnership with engineering and project management • Define and drive the development of data platform features that serve both external customers and internal operational needs • Ensure features are built on a well-governed, scalable data architecture and that data pipelines, enrichment, and access controls meet product and regulatory standards • Serve as the day-to-day connective tissue between technical data teams and commercial stakeholders, translating complex data capabilities into clear customer value propositions • Equip customer success and account management teams with the product knowledge and data insights needed to support and retain customers • Partner with product marketing to contribute to messaging, product collateral, and sales enablement materials for data products • Support the development of pricing inputs and product positioning in close coordination with marketing and sales leadership • Champion data quality, integrity, and privacy compliance (FERPA, GDPR, COPPA where applicable) within your product areas • Work closely with data engineering to ensure that data pipelines, cataloging, enrichment, and access controls meet both product requirements and regulatory standards • Identify opportunities to incorporate AI and machine learning capabilities into product features • Work collaboratively with data engineers to scope, validate, and ship AI-driven functionality. • Stay current on AI tools and EdTech market developments to inform the product roadmap.

• Shape and execute the multi-year cloud architecture strategy for EVERFI's platform, aligning infrastructure direction with business growth, product roadmap, and organizational scalability goals • Lead enterprise-wide architecture reviews and establish cloud governance standards, guardrails, and best practices adopted across all engineering teams • Identify and evaluate emerging technologies (e.g., AI/ML infrastructure, FinOps, platform engineering tooling) and make forward-looking recommendations to VP and CTO leadership • Serve as a technical decision-maker and escalation point for complex, cross-functional cloud architecture challenges • Drive the evolution of EVERFI's platform from reactive infrastructure management to proactive, resilience-first platform engineering • Design, build, maintain, and monitor internal PaaS systems in the cloud at enterprise scale — with a focus on high availability, fault tolerance, and cost efficiency • Lead the implementation of geographically redundant, multi-region, and highly available architectures capable of supporting EVERFI's growth trajectory • Architect and oversee the full lifecycle of cloud deployment tooling, ensuring CI/CD systems are continuously optimized for speed, safety, and developer experience • Design reliable, interoperable components and utility libraries that underpin EVERFI's applications across engineering teams • Architect and own a comprehensive metrics, monitoring, and observability system enabling full-stack visibility, proactive incident response, and SLA enforcement • Ensure all cloud environments are designed and administered in accordance with company security guidelines, SOC 2 compliance requirements, FERPA, and applicable data privacy regulations • Architect zero-trust networking, identity and access management (IAM), and data encryption frameworks across EVERFI's cloud environments • Partner with Security and Legal teams to lead cloud risk assessments and drive remediation of architectural vulnerabilities at the platform level • Act as a senior technical advisor to Engineering, Product, and Executive leadership on all cloud infrastructure decisions — translating complex technical tradeoffs into clear business impact • Champion engineering culture: establish and promote best practices for reliability, performance, and operational excellence across all teams consuming cloud infrastructure • Build training programs, playbooks, and knowledge resources that upskill engineering teams on cloud operations, architecture patterns, and performance optimization • Represent the Cloud Architecture function in cross-functional planning, capacity modeling, and strategic workforce design discussions • Provide mentorship, technical guidance, and career development support to Principal, Staff, and Senior Engineers on the Cloud Architecture team and adjacent teams • Participate in hiring, technical interviews, and calibration discussions as needed • Participate in an on-call rotation to provide emergency incident support as needed, modeling expected standards of operational excellence for the team

Role Description - Build and manage partnerships with school districts, Departments of Education (DOE), and Educational Agencies to schedule meetings with decision makers, book teacher trainings, and promote district and state adoption of Everfi. - Complete quarterly outreach to school districts/DOE partners to provide data and progress updates and maintain and increase strength of relationships. - Assist in the creation of district strategy and objectives and develop a detailed project plan to monitor and track progress. - Pitch & create long-term implementation plans and best practices with district administrators, including illustrating how Everfi aligns to state standards and to their curriculum plans. - Monitor and analyze district customers’ usage of the Everfi programs to find avenues to create short and long-term growth. - Develop and maintain current knowledge on trends within the K-12 system, education technology, and Everfi’s platform and courses: understand standards alignment, challenges faced by educators, implementation best practices across the country, etc. - Lead and support regional team on district memorandum of understanding (MOU) and data sharing/privacy agreement adoption, board approval, teacher training, communication, and implementation plans. - Leverage district relationships to help plan student events in the region for K-12 customers, including suggesting school districts that would be a good fit for hosting the event, and conducting outreach to district administrators to gauge interest and ask for support in securing schools for participation in the event. - Support customer success and sales teams by serving as a liaison between K-12 school districts and Everfi’s customers, including joining meetings with customers and prospects to speak to the need for this education, and working with school districts and the greater K-12 implementation team to ensure that the customers’ programming is being utilized at scale across the sponsored schools. - Attend, exhibit and present at national and regional conferences to provide support for district administrators interested in Everfi’s products. - Draft, compile, and submit responses to district RFPs that are applicable to the implementation of Everfi programs, in collaboration with the legal team. Qualifications - Bachelor's Degree preferred or relevant experience in the education field. - A minimum of 2 years of experience working with districts, Departments of Education and/or Education Agencies to deliver and activate services against defined goals. - Demonstrated success meeting monthly and annual goals. - Ability to navigate complex situations and relationships with external partners. - Quick learner, resourceful and ability to troubleshoot technology. - Excellent interpersonal, written, and verbal communications skills. - Strong presentation skills, including proficiency with presentation, communication, and collaboration tools such as PowerPoint, Excel, Teams, Asana, WebEx, Zoom, Groove, Fireflies, etc. - Experience using Salesforce.com or other data management systems preferred. - Ability to travel on a flexible schedule at least 20% of the time. Requirements - Compensation: $75,000 - $80,000 depending on experience and location. - This role is eligible to participate in the Corporate Bonus Plan. - 100% Remote position. - Health, Dental, and Vision insurance. - 401(K) with matching contribution. - Generous Paid Time Off (PTO).

• Oversee the day-to-day administration of Salesforce as the system of record • Configure system workflows, validation rules, custom objects, fields, and page layouts based on evolving business requirements from Sales, Marketing, Customer Success, and Finance stakeholders • Manage user permissions and profiles, monitoring data quality and duplicate records, reviewing and optimizing automation • Investigate and resolve user-reported platform issues — including broken automations, incorrect record behavior, permission errors, and data anomalies • Design and maintain automation workflows supporting the full revenue cycle from Lead to Close to Renewal • Maintain and govern integrations between Salesforce and the full revenue tech stack, including HubSpot, Gong, ZoomInfo, NetSuite, Fireflies, and Amplemarket • Build, maintain, and evolve dashboards and reporting structures that surface pipeline health, conversion performance, and revenue attainment in real time, leveraging Salesforce reporting, Excel, Microsoft Copilot, and other data tools • Translate complex data sets into clear, actionable recommendations for revenue leadership • Contribute to decision support and forecasting by maintaining accurate dashboards and pipeline data

• Define and execute the enterprise technology executive vision and roadmap • Serve as the primary technology advisor to the executive team and board, translating complex technical concepts into clear strategic direction • Lead technology due diligence for cybersecurity, and potential acquisitions or partnerships as required by Private Equity ownership • Design and implement practical AI / ML solutions across our platform to drive digital transformation initiatives leveraging AI, automation, and emerging technologies to create competitive advantages • Establish scalable data pipelines and analytics frameworks to unify learner engagement data, partner data, and program impact metrics • Achieve measurable productivity gains leveraging AI tools, automation, and resource management • Build a scalable model that supports growth without proportional headcount increases, including optimal allocation of AI, employee, and contractor resources • Develop and manage annual technology budget, ensuring return on investment on technology investments and vendor spend • Ensure 99.9%+ uptime across all proprietary platforms • Establish and monitor Service Level Agreements (SLAs) for technology services • Oversee cloud infrastructure, database management, and application performance optimization • Maintain SOC 2 Type II compliance, lead audit preparation, enforce enterprise security policies, and ensure data privacy compliance • Establish scalable data pipelines, executive governance, and analytics frameworks to support internal decision-making and external partner reporting • Implement and manage security incident response and business continuity planning • Partner with Executives, Product, Sales, and Marketing to deliver platform enhancements on time and within budget • Champion Agile development practices, continuous delivery, and user-centered design in all technology decisions • Lead, mentor, and develop direct reports across engineering, infrastructure, security, and operations • Foster a culture of innovation, accountability, and continuous improvement, including regular check-ins and weekly one-on-one conversations with each direct report • Build succession plans and a leadership pipeline within the technology organization

• Own and evolve the product roadmap for K–12 offerings • Build products that align with curriculum standards • Design platform and product experiences that serve multiple audiences • Incorporate AI tools into product development workflow • Define success metrics for product features • Collaborate with data products team