- Research accounts, identify the right contacts, and prospect through cold calls, with email and LinkedIn supporting outreach.
- Book meetings and sign partners to share resources with families, host financial aid events or webinars, or train counselors.
- Visit top districts, schools, and events when in-person engagement can move a relationship forward.
- Shift focus among schools, planners, platforms, and associations based on results.
- Coordinate webinars, financial aid nights, and counselor trainings with the undergraduate team leading them.
- Log calls, meetings, and signed partners in the CRM, and share what is and is not working.
- Help ensure partners are active before the spring, ahead of the May-to-September borrowing period.
Business DevelopmentCRM