FranklinCovey

Client Partner

• Own and achieve a personal revenue quota, meeting or exceeding quarterly and annual targets
• Build and execute territory plans identifying priority districts and schools and reflecting relevant education funding policies
• Maintain a qualified pipeline, address revenue risks, accelerate key deals, and expand existing relationships
• Lead the full sales process with superintendents, district leaders, principals, and other school stakeholders
• Conduct discovery and translate client needs into tailored FranklinCovey solutions
• Develop strategic account plans with multi-year expansion strategies, stakeholder engagement plans, and success metrics
• Navigate complex buying processes, including RFPs, board approvals, and budget cycles
• Use Salesforce, Domo, and other required tools to manage pipeline, track opportunities, and maintain accurate forecasts
• Participate in cross-functional territory pods to coordinate outreach and share insights
• Partner with coaches, implementation, and retention teams to support deal transitions and identify renewal and expansion opportunities
• Align with the Managing Director and sales leaders on territory strategy, complex deals, and broader sales learnings
• Maintain accurate and up-to-date Salesforce and other required systems
• Apply coaching and feedback to improve sales execution
• Diagnose performance gaps, test approaches, and adjust strategies to improve results
• Engage in training and self-development and share effective practices with the team
• Travel as required for client meetings, industry events, and internal meetings

Client Partner, K12 Education

Customer Success Manager

• Onboard new clients and ensure a smooth transition and rapid time to first value
• Orient clients to All Access Pass subscription elements
• Conduct discovery to understand desired results, learning environment, learner profile, and program timeline
• Align content, technology, and services with client needs and define implementation strategies
• Provide training, tools, templates, and guidance to support client launch and learner engagement
• Build client relationships focused on driving results and demonstrating value
• Manage a diverse, high-volume client portfolio and calibrate engagement based on client health, growth potential, stakeholder influence, priorities, and resources
• Create and deliver scalable 1:Many client enablement, best-practice sharing, and targeted communication strategies
• Provide tailored 1:1 support when client opportunity or risk warrants deeper engagement
• Conduct business reviews, evaluate performance metrics, gather feedback, and identify subscription utilization and expansion opportunities
• Facilitate discovery and solutioning for new or additional learning programs and learner populations
• Serve as a strategic thought partner and proactively share best practices
• Coordinate with sales, services, product, and technical support teams to resolve client issues
• Guide Major Market Accounts toward practical, scalable solutions and promote centerline deployment
• Influence renewal and expansion opportunities, including upsell and cross-sell opportunities
• Monitor client health and engagement and proactively address potential issues
• Support task-force work developing client and learner engagement tools, templates, and processes
• Represent client perspectives in product development prioritization
• Track subscription revenue retention, services delivery, client health metrics, and adherence to client engagement processes

Client Success Manager – Major

Marketing Operations

• Own cross-division lead and contact strategy, defining how records are structured, segmented, and prioritized
• Manage lead scoring optimization, campaign operations, and event roster reconciliation
• Own full-funnel management, lead lifecycle operations, and nurture program execution
• Own event lead-capture tooling, including data enrichment, integration, Salesforce synchronization, troubleshooting, and reporting
• Serve as a marketing operations point of contact for Salesforce by managing the request queue and coordinating with Business Transformation and Operations
• Communicate process changes across Marketing and Operations
• Build SOPs, rollout communications, and field training for lead strategies, outbound list additions, and process and flow changes
• Ensure leads are captured, scored, and measured accurately from first touch through sales-accepted pipeline
• Keep marketing and sales data, campaigns, and processes aligned

Marketing Operations Manager

Director

• Architect and lead FranklinCovey’s enterprise data strategy
• Own the full data infrastructure lifecycle, including legacy-system migration and modern data warehouse implementation
• Translate raw data into actionable business intelligence for Sales, Marketing, Finance, Operations, and Product
• Establish KPI standards, governance frameworks, and a unified data operating model
• Lead and mentor a Data & Analytics team of data engineers, analysts, and BI developers
• Define team structure, hiring roadmap, and capability-development plan
• Develop and execute a roadmap to unify data across company systems and functions
• Create a company-wide KPI and metrics framework
• Design, build, and maintain a reliable, scalable data warehouse
• Manage third-party vendors and system integrators supporting migration
• Ensure continuity for downstream reports and dashboards during platform migration
• Partner with IT, Finance, and Operations to inventory source systems and document data lineage
• Apply AI-assisted analytics and machine learning to generate predictive insights and automate workflows
• Prototype solutions and shape an AI roadmap aligned with business needs
• Make actionable recommendations and identify levers affecting target metrics
• Establish data ownership, data contracts, and governance processes
• Improve source data quality by resolving root-cause issues in ERP and operational systems
• Enable consistent reporting, performance tracking, and future AI capabilities
• Influence executive decision-making while reporting to the CFO and EVP Operations

Director, Data Intelligence

Learning and Development

• Serve as lead instructional designer for assigned internal FranklinCovey projects
• Design and customize learning experiences, content, and tools for FranklinCovey offerings, internal processes, toolkits, enablement content, and internal training
• Serve as instructional designer for assigned custom client projects
• Collaborate with Solution Consultants and clients to adapt FranklinCovey content to specific client contexts
• Configure courses, modules, tools, and reinforcement assets for client industry, culture, language, and use cases while preserving FranklinCovey intellectual property and standards
• Apply adult learning principles, learning science, and experience design frameworks to drive behavior change and performance outcomes
• Create design documents, outlines, storyboards, and wireframes
• Integrate practice, reflection, manager involvement, assessments, and on-the-job experiments
• Gather feedback from pilots, account teams, delivery consultants, internal stakeholders, and client engagements to refine designs
• Maintain documentation and version control for reuse, scaling, and productization
• Prioritize and sequence projects, estimate effort, and manage timelines with the Custom Operations Manager
• Facilitate working sessions, design reviews, and feedback loops
• Communicate design rationale, options, and trade-offs to non-design stakeholders
• Partner with Content, Delivery, Practices, Marketing, Product, and other internal stakeholders to align requirements, scope, timelines, and success criteria

Senior Custom Instructional Designer

Graphics Designer

• Serve as graphic designer for internal FranklinCovey projects assigned by the Custom Operations Manager
• Design and customize learning solutions, content, and tools for FranklinCovey offerings and Custom team initiatives
• Serve as graphic designer for custom client projects
• Apply client branding while maintaining FranklinCovey design standards
• Design and refine slides, participant guides, tools, job aids, workbooks, digital PDFs, and other learning assets
• Adapt layouts and templates for different client use cases, formats, and delivery modes, including ILT/VILT presentations
• Design visually engaging PowerPoint/Keynote presentations communicating key messages and learning outcomes
• Create and format facilitator guides, participant materials, worksheets, and internal toolkits
• Apply visual hierarchy, typography, and layout best practices
• Maintain brand consistency across presentations, documents, and digital assets
• Help maintain Custom Team templates, style guides, and design standards
• Partner with instructional designers to translate learning objectives into visual designs
• Collaborate with Solution Consultants, Delivery Consultants, and internal stakeholders to ensure materials are clear, facilitation-ready, and learner-friendly

Client Partner, K12 Education

Client Success Manager – Major

Marketing Operations Manager

Director, Data Intelligence

Senior Custom Instructional Designer

Senior Graphic Designer