Sales Engagement & Account Manager

Since 1966, Peterson's has been a trusted resource for students, educators, parents, and military members, offering information on college admissions, scholarships, and educational opportunities. Learn more at

We are seeking a motivated and highly organized Sales Engagement & Account Manager (Hybrid SDR / Account Management Role) to support both sales conversion and ongoing customer relationships. This is a unique hybrid role that primarily focuses on engaging qualified leads provided by the company and managing customer accounts through renewal.

While the role does not primarily involve cold prospecting
, there may be opportunities over time to support targeted outbound or cold outreach initiatives as the sales organization evolves.

• Lead Engagement & Appointment Setting:
  Follow up with qualified leads from conferences, events, inbound inquiries, and curated lead lists
• Engage prospects via phone, email, and digital channels to assess interest and needs
• Schedule discovery and sales meetings for assigned Sales Representatives
• Ensure timely, professional follow-up to maximize conversion from provided leads
• Maintain accurate lead and activity records in the CRM

• Account Management & Customer Interaction:
  Manage a portfolio of customer accounts following the initial sale
• Serve as a primary point of contact for ongoing customer communication
• Conduct regular check-ins to support customer satisfaction and retention
• Identify opportunities for upsell, cross-sell, and account growth
• Partner with internal teams to ensure a positive customer experience

• Renewals & Quoting:
  Manage the renewal process for assigned accounts
• Prepare and deliver renewal quotes and proposals
• Coordinate with internal teams to ensure pricing accuracy and timely renewals
• Proactively manage renewal timelines and mitigate renewal risk

• Outbound & Growth Support (As Needed):
  Participate in targeted outbound or cold outreach campaigns when needed
• Support strategic growth initiatives or pilot programs
• Provide feedback on outreach effectiveness and messaging

• Collaboration & Reporting:
  Work closely with Sales Representatives to ensure a smooth handoff from lead to customer
• Collaborate with marketing and event teams to improve lead engagement strategies
• Maintain accurate CRM records for leads, accounts, and renewals
• Report on meeting activity, renewal performance, and account health

• 1–3+ years of experience in sales support, account management, customer success, or related roles
• Strong communication, follow-up, and relationship-building skills
• Experience using CRM systems (Salesforce, Hub Spot, or similar)
• Highly organized with strong attention to detail
• Comfortable interacting with customers and internal sales teams
• Adaptable and open to evolving responsibilities

• Experience working conference or event-generated leads
• Exposure to outbound or cold outreach (even if limited)
• Experience in B2B sales, SaaS, or services environments
• Experience with quoting, renewals, or contracts

• Primarily focused on engaging qualified leads
  , not heavy cold prospecting
• Combines appointment setting with long-term account ownership
• Opportunity to expand into outbound initiatives over time
• High visibility and collaboration across Sales, Marketing, and Customer Success

• Strong conversion of qualified leads into scheduled sales meetings
• High renewal and retention rates
• Positive customer feedback and long-term relationships
• Flexibility and effectiveness as the role evolves