Manager Technology Sales and Training K-12 Education Admin Technology

Profile

SUMMARY

Under general direction of the Assistant Executive Director, Policy and Governance Technology Services, the Manager, Technology Marketing/Training, manages, in collaboration with other departments, the marketing, sales and training of CSBA’s Gamut platform software to current and prospective customers. This position will be responsible for developing marketing and training tools and resources for our software products as well as supervising a team of trainers providing direct training for existing and prospective customers. Performs related work as required. Some travel will be required in this role.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Work closely with clients and training and support team on post-sales implementations.
• Thoroughly learn our web-based applications and best practices of use by clients in different markets
• Identify and monitor training needs; design, plan, and implement training programs, policies, and procedures; develop training and implementation plans for new clients
• Timely respond to inquiries, questions and concerns and assist with resolutions and alternative recommendations.
• Coordinate sales efforts with strategic partners; develop channel partner and strategic alliance opportunities to maximize revenue generating opportunities
• Assist with prospecting for new business in assigned markets
• Follow-up on leads from marketing campaigns and on-line inquiries; generate leads through professional networking and by attending conferences, tradeshows, and networking events.
• Assist with sales management reporting, i.e., opportunity pipeline management and sales forecasting
• Assist with refining and continuously improving prospecting and sales techniques
• Monitor changes in regulations and technology that may affect operations; implement policy and procedural changes after approval.
• Maximize customer operational performance by providing help desk resources and technical advice; Coordinate with developers and information technology for testing initiatives, for product and services development, and to troubleshoot technology problems and resolve user issues.
• Establish and communicate service metrics and monitor and analyze results.
• Attend and participate in professional group meetings; stay abreast of new trends and innovations in assigned field; research emerging products and enhancements and their applicability to Association needs; Maintain knowledge of new methods and techniques for training, and training requirements applicable to the organization
• Participate in the development and management of department budget; meet financial goals by forecasting objectives in collaboration with Assistant Executive Director.
• Coordinate with internal departments to assist with information for collections of accounts; monitor accounts receivable and identify past due accounts requiring further action.
• Assist in the preparation and tracking of service contracts for products and use.

• Travel throughout the State of California.
• Read and demonstrate an understanding and adherence to CSBA values, policies, and practices.
• Demonstrate respect, honesty, and professionalism at all times.

• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

• This position may be required to manage and direct other staff, with the responsibility of overall direction, coordination, and evaluation of those roles.  This position will carry out supervisory responsibilities in accordance with the organization's policies and all applicable laws.  Overall responsibilities of this position include, but may not be limited to, interviewing, training, timekeeping and wage & hour management, planning, assigning, and directing work, appraising performance, rewarding, and disciplining employees, and addressing and resolving complaints.

QUALIFICATIONS

Knowledge of:

• Technology software marketing, sales, training, and customer services principles and practices
• Principles and practices of employee supervision, either directly or through subordinate levels of supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
• Organization and management practices as applied to the development, analysis, and evaluation of projects, programs, policies, and operational needs of assigned functional area.
• Experience leading customer meetings and presenting to Executive level.
• Problem solving and critical thinking skills within a fast-paced environment.
• Strong sales and presentation skills.
• Excellent organizational and time management skills as well as the ability to juggle multiple deals in various stages of the sales cycle.
• Principles and practices of the public sector culture and K-12 school districts.
• Customer relationship management systems.
• Recent and on-going developments, current literature, and sources of information related to assigned duties.
• Modern office practices, methods, and computer equipment and applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation.
• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Association staff.
• California open meeting laws such as the Brown Act.

Ability to:

• Present a knowledgeable and professional image to customer organizations.
• Identify and implement effective course of action to complete assigned work.
• Facilitate and moderate group trainings.
• Use project management methodology in completing assigned work.
• Create training materials, including written and video resources.
• Edit written materials.
• Produce neat, accurate, and quality line work.
• Prepare clear and concise reports, correspondence, procedures, and other written materials.
• Effectively represent the Association in meetings with education institutions, governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with the public.
• Maintain a variety of filing, record keeping, and tracking systems.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
• Operate and maintain modern office equipment, including computer equipment and specialized software application programs.
• Good judgment with the ability to make timely and sound decisions.
• Creative, flexible, and innovative team player.
• Excellent grammatical and spelling skills.
• Use English effectively to communicate in person, over the telephone, and in writing.
• Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

EDUCATION & EXPERIENCE

• Any combination of training and experience equivalent to a bachelor’s degree or higher with major coursework in technology, communications, education, education policy, management, marketing, public relations, business administration, public administration, or related field and five (5) years of experience in technology training and marketing, project management, or related field, including 2 years of supervisory and/or administrative experience.

ENVIRONMENTAL ELEMENTS & PHYSICAL DEMANDS

• Some travel will be required in this role.
• Employee works in a primarily sedentary office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.
• Employee is personally responsible for following health and safety guidelines, instructions, and policies.
• Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and computer screen, and hearing and speech to communicate in person, and over the telephone; must be able to bend, stoop, kneel, reach, push and pull drawers open and closed in the execution of duties.
• Must be able to sit at computer for long periods of time and have the dexterity to access, enter, and retrieve data using a computer keyboard or calculator, and operate standard office equipment.
• Employee must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds, hand truck available to assist.
• Must be able to travel overnight throughout the state of California.
• Must have the dexterity and mobility to facilitate or present information to a group, access, enter, and retrieve data using a computer keyboard or calculator, and operate standard facilitation equipment.

LICENSES & CERTIFICATIONS

• Possession of, or ability to, obtain a valid California Driver’s license by time of appointment.

Additional Information

• New position? Yes

Company info

California School Boards Association (CSBA)