PowerSchool

Financial Planning and Analysis

• Lead and develop a five-person Revenue Finance team, setting team structure, priorities, career paths, and bench strength
• Own total-company accountability for subscription and revenue metrics, including ARR, GRR, forecasts, renewals, credits, cancellations, revenue recognition, and attrition
• Set enterprise strategy and standards for revenue forecasting methodology, driver-based modeling, and long-range planning
• Provide final sign-off on the quarterly ARR lock and company-wide credit and cancellation treatment policy
• Serve as a primary finance voice in CFO staff meetings and board/investor-facing materials
• Partner with GTM, Sales, Customer Success, Revenue Operations, and Accounting leadership on revenue performance, forecast risk, and retention trends
• Own the roadmap and budget for revenue and subscription-metrics systems and process investment
• Direct continuous improvement and automation across lead-to-cash and revenue forecasting processes
• Manage coordination between the US-based team and COE resources
• Deliver monthly and quarterly executive and board-level reporting on ARR, GRR, revenue forecast variance, and key business drivers
• Lead revenue-integration planning for M&A, new products, and evolving business models

Senior Director, Finance – Revenue

• Lead and develop a five-person Revenue Finance team, setting team structure, priorities, career paths, and bench strength.
• Own total-company accountability for subscription and revenue metrics, including ARR, GRR, forecasts, renewals, credits, cancellations, revenue recognition, and attrition.
• Set enterprise strategy and standards for revenue forecasting methodology, driver-based modeling, and long-range planning.
• Provide final sign-off on the quarterly ARR lock and company-wide credit and cancellation treatment policy.
• Serve as a primary finance voice in CFO staff meetings and board/investor-facing materials.
• Partner with GTM, Sales, Customer Success, Revenue Operations, and Accounting leadership on revenue performance, forecast risk, and retention trends.
• Own the roadmap and budget for revenue and subscription-metrics systems and process investment.
• Direct continuous improvement and automation across lead-to-cash and revenue forecasting processes.
• Manage coordination between the US-based team and COE resources.
• Deliver monthly and quarterly executive and board-level reporting with actionable revenue insights.
• Lead revenue-integration planning for M&A, new products, and evolving business models.

Customer Success Manager

• Lead deep-dive investigative conversations with customer stakeholders to uncover goals, constraints, risks, and growth opportunities
• Connect qualitative input with usage trends, support patterns, and operational data to form actionable insights
• Partner with Support, Services, Product, Sales, and State/Partner teams to execute retention playbooks and accelerate issue resolution
• Ensure customers achieve measurable outcomes tied to renewal timelines and district priorities
• Guide customers through structured adoption programs mapped to maturity and product footprint
• Identify and close adoption gaps, increase stakeholder engagement, and drive improvements in CSAT/NPS
• Continuously evaluate customer health through data signals and leadership engagement quality
• Surface risks early and lead the creation of “Get to Green” plans with clear actions, owners, and success metrics
• Co-lead Executive Business Reviews with Sales to communicate business outcomes, product value, risk posture, and forward-looking initiatives
• Identify expansion signals through investigative discovery and usage insights
• Collaborate with Sales to build value-based cases for expansion
• Maintain accurate health and risk forecasts that inform renewal readiness
• Deliver data-driven recommendations to leadership on trending risks, adoption gaps, and strategic opportunities
• Contribute to refining scalable CSM processes and best practices
• Serve as a senior point of escalation for adoption, value, or experience challenges
• Advocate internally for durable solutions that strengthen long-term partnership

Support Engineer

• Serve as the initial point of contact for customer requests via phone, email, and chat
• Assess urgency and impact to prioritize technical issues related to hardware, software, networking, and related technologies
• Diagnose technical problems, conduct research, and implement effective resolutions
• Maintain ownership through follow-up and ensure customer expectations are met
• Escalate complex or high-severity issues while coordinating communication and resolution outcomes
• Log, track, and document customer interactions, troubleshooting actions, and resolutions in the case management system
• Produce standard statistical reports, such as help desk incident reports
• Collaborate with software development teams to communicate defects, explain error conditions, and recommend product or process enhancements
• Participate in software and hardware testing to evaluate usability, performance, and alignment with customer workflows
• Work assigned shifts, including variable schedules and designated holidays as required
• Adapt to changing responsibilities and task assignments based on supported products and organizational priorities
• Create and maintain knowledge base articles for internal teams and customer self-service resources
• Perform other duties as assigned, including special projects and additional technical support initiatives

Technical Support Advisor II

• Lead deep-dive investigative conversations with customer stakeholders to uncover goals, constraints, risks, and growth opportunities
• Connect qualitative input with usage trends, support patterns, and operational data to form actionable insights
• Partner with Support, Services, Product, Sales, and State/Partner teams to execute retention playbooks and accelerate issue resolution
• Ensure customers achieve measurable outcomes tied to renewal timelines and district priorities
• Guide customers through structured adoption programs mapped to maturity and product footprint
• Identify and close adoption gaps, increase stakeholder engagement, and drive improvements in CSAT/NPS
• Evaluate customer health through data signals and leadership engagement quality
• Surface risks early and lead the creation of “Get to Green” plans with clear actions, owners, and success metrics
• Co-lead Executive Business Reviews with Sales to communicate business outcomes, product value, risk posture, and forward-looking initiatives
• Identify expansion signals through investigative discovery and usage insights
• Collaborate with Sales to build value-based cases for expansion
• Maintain accurate health and risk forecasts that inform renewal readiness
• Deliver data-driven recommendations to leadership on trending risks, adoption gaps, and strategic opportunities
• Contribute to refining scalable CSM processes and best practices
• Serve as a senior point of escalation for adoption, value, or experience challenges
• Advocate internally for durable solutions that strengthen long-term partnership

Sales

• Lead, coach, and develop a high-performing team of Solution Sales Executives focused on K–12 districts, charters, and state/local education agencies
• Drive attainment of revenue, pipeline, and growth targets across assigned territory or segment
• Forecast accurately and manage performance through data-driven pipeline reviews and account planning
• Support complex, high-value deals by engaging directly with executive buyers and procurement stakeholders
• Partner with Product and Solutions teams to align product capabilities with customer pain points and roadmap priorities
• Work closely with Customer Success to ensure strong handoffs, adoption, retention, and expansion opportunities
• Sell Operational Excellence product lines to K–12 school districts
• Build and maintain client relationships and identify new business opportunities

Senior Supervisor, Solution Sales

Consultant

• Build deep expertise in a defined product group and associated buyer personas; act as the primary subject matter expert for active sales opportunities and represent the right product domain in multi-product pursuits
• Partner with SDRs and AEs in early discovery to qualify opportunities and assess systems, data flows, integration points, and non-functional requirements
• Translate functional requirements into actionable solution designs and configuration options
• Lead product proofs of concept to validate solution fit and convert pipeline
• Document MEDDPICC-aligned insights, particularly Metrics and Decision Criteria, in CRM
• Provide accurate, comprehensive responses to RFPs and RFIs
• Serve as the SKU configuration SME to validate quotes against the proposed solution and customer technical landscape
• Design and deliver persona-specific demos, workshops, and proofs of concept aligned with buyer outcomes and Decision Criteria
• Maintain demo environments with up-to-date data, reusable scripts, scenario assets, and runbooks
• Prepare detailed post-sale handoff materials for Services and Customer Success
• Provide structured feedback to Product and Enablement teams on gaps, objections, and content needs
• Travel extensively (60–75%), with weekly customer visits common, including onsite demos and executive workshops

Product Solution Consultant

Account Executive

• Own the full revenue lifecycle for a territory of K–12 accounts
• Deliver bookings, on-time renewals, net revenue retention, and multi-suite expansion targets
• Create and execute sales plays within an assigned territory
• Build and refresh quarterly territory plans tied to whitespace, executive personas, funded initiatives, services attach, adoption gaps, and next plays
• Create and progress pipeline through named plays, executive outreach, and multi-threaded engagement
• Run deals end to end from discovery through close, including RFP strategy, pricing and terms, commercial approvals, legal negotiation, and procurement timeline control
• Maintain forecast accuracy and CRM standards in Salesforce
• Orchestrate Solution Consulting, Services, Customer Success, and Partners to drive value realization, run QBRs, meet SLAs, and renewal readiness
• Capture and relay market signals and customer feedback to product, pricing, and go-to-market teams
• Travel regularly to support strategic deals, onsite demos, and executive workshops

Account Executive – Enterprise

• Own the full revenue lifecycle for a territory of K–12 accounts
• Deliver targets for bookings, on-time renewals, net revenue retention, and multi-suite expansion
• Create and execute sales plays within an assigned territory of accounts
• Build and refresh quarterly territory plans tied to whitespace, executive personas, funded initiatives, services attach, adoption gaps, and next plays
• Create and progress pipeline through named plays, executive outreach, and multi-threaded engagement
• Run deals end to end from discovery through close, including RFP strategy, pricing and terms, commercial approvals, legal negotiation, and procurement timeline control
• Maintain forecast accuracy and CRM standards in Salesforce
• Orchestrate Solution Consulting, Services, Customer Success, and Partners to drive value realization, run QBRs, meet SLAs, and ensure renewal readiness
• Capture and relay market signals and customer feedback to product, pricing, and go-to-market teams
• Travel regularly to support strategic deals, onsite demos, and executive workshops

• Own the full revenue lifecycle for a territory of K–12 accounts
• Deliver bookings, on-time renewals, net revenue retention, and multi-suite expansion targets
• Create and execute sales plays within an assigned territory
• Build and refresh quarterly territory plans tied to whitespace, executive personas, funded initiatives, services attach, adoption gaps, and next plays
• Create and progress pipeline through named plays, executive outreach, and multi-threaded engagement
• Run deals end to end from discovery through close, including RFP strategy, pricing and terms, commercial approvals, legal negotiation, and procurement timeline control
• Maintain forecast accuracy and CRM standards in Salesforce
• Use deal methodology and mutual close plans to drive stage exits
• Orchestrate Solution Consulting, Services, Customer Success, and Partners to drive value realization, run QBRs, meet SLAs, and ensure renewal readiness
• Relay market signals and customer feedback to product, pricing, and go-to-market teams
• Travel regularly to support strategic deals, onsite demos, and executive workshops

• Serve as the initial point of contact for customer requests via phone, email, and chat
• Assess urgency and impact to prioritize technical issues related to hardware, software, networking, and related technologies
• Diagnose technical problems, conduct research, and implement effective resolutions
• Maintain ownership through follow-up and ensure customer expectations are met
• Escalate complex or high-severity issues while remaining accountable for coordination, communication, and resolution outcomes
• Log, track, and document customer interactions, troubleshooting actions, and resolutions in the case management system
• Produce standard statistical reports, such as help desk incident reports
• Collaborate with software development teams to communicate defects, explain error conditions, and recommend product or process enhancements
• Participate in software and hardware testing to evaluate usability, performance, and alignment with customer workflows
• Work assigned shifts, including variable schedules and designated holidays as required
• Adapt to changing responsibilities and task assignments based on supported products and organizational priorities
• Create and maintain knowledge base articles for internal teams and customer self-service resources
• Perform other duties as assigned, including special projects and additional technical support initiatives

Senior Technical Support Engineer

• Serve as the initial point of contact for customer requests via phone, email, and chat
• Assess urgency and impact to prioritize technical issues related to hardware, software, networking, and related technologies
• Diagnose technical problems, conduct research, and implement effective resolutions
• Maintain ownership through follow-up and ensure customer expectations are met
• Escalate complex or high-severity issues while coordinating communication and resolution outcomes
• Log, track, and document customer interactions, troubleshooting actions, and resolutions in the case management system
• Produce standard statistical reports, such as help desk incident reports
• Collaborate with software development teams to communicate defects, explain error conditions, and recommend product or process enhancements
• Participate in software and hardware testing
• Work assigned shifts, including variable schedules and designated holidays as required
• Create and maintain knowledge base articles for internal teams and customer self-service resources
• Participate in special projects and additional technical support initiatives

• Sell PowerSchool professional services to K-12 schools using a solution sales approach
• Expand and maintain knowledge of designated applications and client business processes
• Act as a subject matter expert for Professional Services and the Customer Journey
• Manage and submit weekly forecasts against assigned quota
• Lead overall services product solution team goals
• Lead effective Professional Services sessions for varied audiences and customer roles during the sales process
• Determine client needs and recommend current and future value-added services and products
• Develop and execute marketing campaigns focused on specific territories and services offerings
• Liaise with clients on-site, by phone, or by email
• Set project and software expectations
• Respond to feedback and resolve issues while satisfying customers and meeting business objectives
• Work positively within a team environment while independently meeting an aggressive quota

Senior Solution Sales Representative

• Sell PowerSchool professional services to K-12 schools using a solution sales approach
• Expand and maintain knowledge of designated applications and client business processes
• Act as a subject matter expert for Professional Services and the Customer Journey
• Manage and submit weekly forecasts against assigned quota
• Lead overall services product solution team goals
• Lead effective Professional Services sessions for varied audiences and customer roles during the sales process
• Determine client needs and recommend current and future value-added services and products
• Develop and execute marketing campaigns focused on specific territories and service offerings
• Liaise with clients on-site, by phone, or by email
• Set project and software expectations
• Respond to feedback and resolve issues while satisfying customers and meeting business objectives
• Work positively as part of a team while independently meeting an aggressive quota