Regional Engagement Manager - West

Why This Role is Critical

Reporting to the Director of Implementation Success, the Regional Engagement Manager is the primary point of accountability for a portfolio of district partnerships. This is a hands-on account management role responsible for ensuring training → implementation → usage → renewal is executed seamlessly at the district level, driving measurable customer impact and long-term retention.

This role ensures each account is supported through strategic planning, consistent communication, and high-quality service delivery. The Manager partners closely with internal teams and district stakeholders to drive strong adoption, measurable outcomes, and long-term retention.

Key Responsibilities

Account Management & Implementation

• Develop and execute tailored implementation plans aligned to district goals
• Maintain strong relationships with key district stakeholders and decision-makers
• Deliver regular executive summaries highlighting progress, outcomes, and next steps
• Ensure alignment between strategic goals and day-to-day execution

Meeting Coordination & Documentation

• Schedule and lead account meetings, ensuring clear alignment and follow-through
• Maintain organized account documentation, notes, and updates in CRM systems
• Ensure visibility and continuity across all internal stakeholders

Professional Services & Training Oversight

• Partner with PSC Trainers to ensure training sessions are effectively coordinated, on schedule, and aligned to district implementation plans; provide day-to-day direction and feedback on execution quality
• Coordinate onboarding, training, and ongoing professional development sessions
• Ensure training completion and alignment with implementation milestones
• Monitor training effectiveness through survey feedback and usage data
• Adjust training and support strategies to drive adoption and impact

Risk Identification & Communication

• Monitor account health using engagement data, usage trends, and feedback
• Identify at-risk accounts early and proactively communicate risks and solutions
• Lead cross-functional efforts to resolve challenges and improve outcomes
• Provide clear recommendations and action plans to stakeholders

Cross-Functional Collaboration

• Drive Growth: Partner with Sales on renewals and expansion opportunities while collaborating with Product and Marketing to share actionable customer insights.
• Ensure Consistency: Follow established workflows and communication cadences across assigned accounts to deliver a reliable, high-quality customer experience.
• Continuous Improvement: Contribute directly to process and customer experience enhancements.

Success Profile

• K–12 Partner: Deeply understands K–12 education systems, district dynamics, and how to support the training, implementation, and adoption of programs.
• Relationship Builder: Skilled at managing multiple accounts and stakeholders simultaneously with excellent communication and relationship-building skills.
• Analytical Thinker: Possesses a data-driven mindset with a proven ability to translate insights into action.

Requirements

• Experience: 5+ years of customer success or account management experience (preferably in EdTech/SaaS) managing a portfolio focused on retention and outcomes.
• Strategic Execution: Skilled in developing strategic account plans and working cross-functionally with Sales, Product, Marketing, and Professional Services.
• Key Skills: High level of organization, familiarity with CRM/CS platforms, and a highly collaborative, self-starter approach.
• Travel: Willingness and ability to travel 75%+ to support district partnerships.