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Nelnet

Senior Account Manager – G&A/SGO

Nelnet

. Provide consultative support during the sales process by assessing client needs and demonstrating the FACTS Grant & Aid system .

Posted 10/28/2026full-timeRemote • United StatesSenior💰 $50,000 - $53,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in the FACTS Grant & Aid solution, with strong capabilities in client relationship management, data analysis, and effective communication. Proficient in Microsoft Excel and experienced in implementing solutions for Scholarship Granting Organizations.

Highest-signal resume keywords
FACTS Grant & Aid Solution ExpertiseAdvanced Microsoft Excel ProficiencyClient Relationship ManagementData Analysis and ReportingCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisApplication ConfigurationProcess DocumentationFormula ReviewsSpecialized ReportingOrganizational SetupHierarchy ManagementAwarding ProcessesClient Needs AssessmentIntegrated AI Tools
Soft Skills
Interpersonal SkillsCommunication SkillsTeamwork AbilitiesPresentation SkillsOrganizational Skills
Tools & Technologies
Microsoft Office SuiteMicrosoft ExcelCRM PlatformsADOCo-Pilot
Industry Keywords
Scholarship Granting OrganizationsClient OutreachTax LawsState Tax Credit ProgramsCustomer Service

About the role

Key responsibilities & impact
  • Provide consultative support during the sales process by assessing client needs and demonstrating the FACTS Grant & Aid system
  • Lead end-to-end implementation of the Grant & Aid solution for Scholarship Granting Organizations and related groups
  • Build and nurture client relationships through proactive outreach, organizational setup, hierarchy management, application configuration, formula reviews, training, and customer service
  • Participate in annual client retrospectives and collect feedback
  • Guide clients in using value-added services such as awarding processes and specialized reporting
  • Manage awarding functions, supplemental document review, process documentation, training seminars, and specialized report creation
  • Stay informed on evolving tax laws and state tax credit programs
  • Define, document, and maintain internal procedures and best practices
  • Serve as a Grant & Aid subject matter expert for internal teams
  • Collaborate across Sales, Product, IT Development, Operations, Verification, and User Experience teams
  • Manage escalated client issues through resolution plans, root cause analysis, and preventive strategies
  • Represent the FACTS Operations Team and act as a decision-maker in leadership’s absence
  • Manage and resolve functionality tickets through ADO
  • Support the Training Team with refresher sessions and group training initiatives

Requirements

What you’ll need
  • Bachelor’s degree in business or related field, or equivalent experience
  • Minimum of two years in a customer service or account management role preferred
  • Advanced proficiency in Microsoft Excel, including pivot tables, formulas, and data analysis
  • Strong knowledge of Microsoft Office suite (Word, PowerPoint, Outlook, Co-Pilot)
  • Experience with integrated AI tools to optimize workflows, data management, and client interactions
  • Extensive understanding of the FACTS Grant & Aid solution
  • Excellent interpersonal and communication skills
  • Strong teamwork abilities and aptitude to build positive relationships
  • Effective presentation skills and ability to convey complex information clearly
  • Outstanding organizational, prioritization, and time management skills
  • Sharp analytical and problem-solving skills
  • General computer literacy including email, Internet research, and CRM platforms

Benefits

Comp & perks
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • HSA and FSA
  • Generous earned time off
  • 401K/student loan repayment
  • Life insurance & AD&D insurance
  • Employee assistance program
  • Employee stock purchase program
  • Tuition reimbursement
  • Performance-based incentive pay
  • Short- and long-term disability
  • Robust wellness program