Institutional Success Specialist, Credit Mobility

Role Overview

• Coordinate onboarding, data validation and adoption activities, serving as a day-to-day point of contact for participating colleges and universities
• Work directly with institutional partners to understand and troubleshoot data anomalies that may occur within transfer equivalency and program requirements
• Track onboarding and engagement progress through milestones, timelines, requirements, and deliverables across multiple partner institutions
• Coordinate and lead training sessions, sharing documentation and support resources with student users, school administrators, and staff
• Proactively monitor and drive partner engagement, identifying and encouraging use of best practices tied to greater value and adoption through training, education, and direct outreach
• Gather customer feedback and communicate partner needs and priorities to product and development teams
• Occasional travel, comprising less than 10% of the time, may be necessary, with a primary focus on visits to our Michigan and New York offices, conferences, and site visits at partner institutions.

Requirements

• 3-7 years of hands-on experience within a higher education institution working with student information systems, degree audit systems, transfer articulation, or student records operations
• Experience managing customer or partner relationships across complex projects or organizations
• Strong organizational and project coordination skills with fanatical attention to detail
• Ability to manage multiple stakeholders and priorities simultaneously
• The technical acumen to "look under the hood" of datafeeds, including an understanding of institutional data and relational database structures
• Excellent verbal and written communication skills
• Strong presentation and relationship management skills
• Entrepreneurial mindset with the ability to thrive within in a dynamic and creative team
• 2-3 years experience in customer success or partner management (preferred)
• Familiarity with credit transfer processes (preferred)
• Familiarity with SQL, Power BI, Tableau, or related reporting and analytics platforms (preferred)
• Experience leading trainings, onboarding sessions, or customer education initiatives (preferred)
• Experience working at a Banner and/or DegreeWorks institution (preferred)

Tech Stack

• SQL
• Tableau

Benefits

• Medical, dental, and vision plans
• Employer-paid 10% retirement contribution
• Paid parental and caregiver leave
• 22 days of paid time off
• 11 paid holidays
• Up to 12 paid sick days
• Wellness benefits