Partnership Consultant
WFA Digital Insight
Vertex Education’s partnership consulting seat sits at the crossroads of sales and service for schools and districts. The consultant is expected to hunt for new clients, then stay involved long enough to map their needs to a menu that includes marketing, finance, HR, and technology support. What sets this opening apart is the blend of hands‑on research—scouring boards, news and social feeds—and a consultative sales cadence that moves quickly from discovery to proposal. The role also demands tight coordination with internal specialists, ensuring every pitch reflects the full breadth of Vertex’s capabilities. Candidates should be comfortable juggling outbound outreach, conference travel, and meticulous HubSpot data hygiene while keeping the education mission front‑and‑center.
Job Description
Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us. The successful PC will: 1. Identify potential clients using various comprehensive sales research strategies and compile a list of prospective clients and top targets in their given territory, including potentially working cross-selling opportunities with companies Vertex has acquired. Work hand in hand with their assigned Partnership Consultant to conduct effective outreach to those targets and turn qualified leads into opportunities. 2. Quickly develop relationships with multiple contacts in targeted organizations including school leaders, department heads, and Board members in order to understand the client’s goals, initiatives, and pain points.
- Qualify prospect’s needs through a consultative sales process that involves questioning to drive deeper discovery and handle objections quickly and concisely with sound reasoning. 4. Develop and implement a strategic sales plan to align potential clients’ needs/goals with Vertex Education’s services. 5. Provide a broad overview of Vertex support services in an effort to create new clients.
- Proactively manage client satisfaction and service delivery by anticipating potential problems, and monitoring resolutions. 8. Provide a crisp articulation of Vertex Education's solutions and capabilities to key contacts within each client account and maintain the ability to cross sell additional product offerings.
- Actively and collaboratively engage with multiple department leads at Vertex throughout the sales process in order deliver solutions that are of the highest quality and meet the stated needs of our potential clients. 10. Partner with other Vertex Education representatives in their territory to build relationships with influencers and drive new referrals.
- Manage all inbound and outbound prospect communication and organize or escalate issues appropriately. 12. Ensure Hubspot is kept up to date with account data, activities, opportunities, and forecasting. 13. Partake in travel to customer locations for presentations, meetings, and conferences. 14. Travel to conferences and events as needed to assist with booth set-up and take down, interact with clients, prospects, and influencers in an effort to build relationships, quickly assess their needs, capture contact information, and drive the needed next steps to create tangible opportunities.
- Conduct personalized outreach to conference attendees, booth visitors, webinar registrants and attendees using multiple means of communication to initiate conversations and drive new business. 16. Regularly report market findings to DNSP so that organizational messaging and business intelligence can be updated accordingly.
- Regularly prepare reports showing sales volume, potential sales, and areas of proposed client base expansion and deliver them to the DNSP and Executive team to seek their input and support. 18. For any accounts that are assigned for long-term management: Develop and maintain long-term relationships with multiple contacts in each organization including school leaders, department heads, and Board members within their portfolio in order to understand the client’s goals, initiatives, pain points, and ultimately grow their account based on these findings.
How to Stand Out
- Highlight your HubSpot experience in your resume and be ready to walk the interview panel through a recent pipeline you built.
- Bring a short case study showing how you used Excel or Google Sheets to analyze prospects and forecast revenue.
- Demonstrate familiarity with K‑12 terminology; referencing specific school‑level challenges will set you apart.
- Tailor each outreach email to a school’s recent news or board decisions—personalization signals genuine interest.
- Prepare a concise story about a past partnership you closed, focusing on the discovery process and how you matched services to needs.
- When discussing compensation, research remote sales benchmarks and frame your ask around total‑on‑target earnings and benefits rather than salary alone.
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