Otus

• Support clients throughout the onboarding and implementation process. • Develop a strong understanding of each client’s goals, structure, timeline, and success criteria. • Learn Otus implementation workflows, including rostering, integrations, 3rd party data, training needs, and adoption planning. • Address a range of client technical and workflow questions, from basic to advanced, collaborating with teammates as needed. • Monitor client health, usage, engagement, and progress toward goals. • Identify potential risks, gaps in adoption, or opportunities to increase client value. • Assist in preparing for Annual Business Reviews, renewal conversations, and strategic client meetings. • Use internal systems to track client health, adoption trends, risks, opportunities, and next steps. • Partner with Client Experience Partners to ensure clients receive timely, thoughtful, and proactive follow-up. • Help connect client goals to relevant Otus workflows, features, services, and resources. • Use client goals, usage data, and relationship insights to identify opportunities for clients to deepen usage, expand workflows, or increase the value they receive from Otus. • Identify potential upsell and expansion opportunities to Client Experience Partners and Sales when aligned to client needs. • Communicate product value clearly and confidently to administrators, teachers, and district leaders. • Develop a consultative approach by understanding each client’s needs, challenges, goals, and current product usage. • Support campaigns, events, webinars, and client touchpoints that drive adoption and engagement. • Help facilitate onsite or remote Otus training sessions, professional development workshops, and webinars. • Collaborate with Client Experience, Support, Community, Marketing, and Product teams to ensure educator perspectives and client needs are reflected in Otus communications and resources. • Develop a deep understanding of the Otus platform and stay informed on the latest product updates and releases. • Deliver exceptional product and technical support with timely follow-through. • Manage client technical cases, address questions, troubleshoot issues, coordinate next steps, and collaborate cross-functionally to resolve client needs. • Track and document client feedback, feature requests, and recurring themes. • Participate in release meetings and share client perspectives with internal teams.

• Identify and qualify new business opportunities in the K-12 education sector through cold calling and inbound leads. • Conduct initial outreach to prospective clients via email and phone calls. • Transition qualified leads to the Business Development team, maintaining strong relationships with key decision-makers. • Keep accurate records of interactions and leads in the CRM system, and report on key performance indicators (KPIs). • Work closely with marketing and sales teams to align strategies and ensure seamless lead transition. • Maintain a strong understanding of Otus' product offerings to answer questions and overcome objections.