Traveling Account Manager Position (Program Advisor II)

Post Date

December 21, 2018


Headquarters (CA - El Dorado County)


Competitive salary plus commission/bonus opportunity

Position Overview

The Traveling Account Manager that we call a Program Advisor II will analyze school district data and use SI&A procedures to make decisions in regards to improving the administrative functions of a school site.  The majority of this job will be working independently in the field.  This person will be maintaining a client territory while selling to and working directly with school districts and school sites.      

Duties & Responsibilities

  • Independently schedule appointments with clients
  • Analyze data and make reasonable recommendations regarding compliance and future needs of the district
  • When in the office, collaborate with SI&A staff and clients regarding improvement of administrative functions of a school site
  • Collect data in order to compile claims for school districts
  • Travel to meet with clients and provide training/advising to district staff and site staff as their SI&A representative
  • Grow and maintain your client territory through upsells and client needs
  • Negotiate contracts and renewal contracts with clients
  • Conduct meetings and client interviews with several districts in person, over the phone, and through online web meetings
  • Develop and maintain business relationships
  • Make recommendations based on need for professional development through our Essential Program Series
  • Prepare and present Professional Development Modules online
  • Perform all other duties as assigned


  • Bachelor’s Degree from an accredited university OR equivalent work experience
  • Willingness to travel frequently and overnight (up to 80%) with own transportation to various parts of California (All travel expenses are reimbursed including mileage)
  • Ability to work independently as well as a collaborative team member within company departments
  • 3+ years previous background in consulting, sales, customer service, or account management
  • Must be able to work with minimal supervision and be able to prioritize multiple tasks under pressure of deadline and budget
  • Polished and professional speaking and presenting skills for a wide variety of audiences
  • Excellent written and verbal communication skills
  • Willingness to adapt to changes necessary for a high-growth leading-edge company
  • Solid working knowledge of the Microsoft Office Suite
  • Must have a clean driving record