Assistant Relationship Manager in Cresson, Pennsylvania at Redefined Advisors LLC

As a Assistant Relationship Manager with RedefinED School Advancement, you'll play a crucial role in empowering K-12 schools to achieve financial stability and broaden educational access. You'll support a Relationship Manager in managing and growing a portfolio of partner schools, working collaboratively to guide them through our proven 4-step FUNDamentals process. This role offers an excellent opportunity for someone eager to make a difference in a mission-driven organization, focusing on expanding financial aid and scholarship programs. You'll be part of a dynamic, fast-paced environment where your organization and attention to detail will be key to success.

At RedefinED, we prioritize positivity, resourcefulness, mutual respect, and innovation. We believe in fostering a supportive and inclusive culture where all team members can thrive and grow. You'll have a clear pathway for career advancement, starting with a competitive salary and incentive plan. We offer comprehensive benefits and an annual performance-based review to reward your dedication. If you're passionate about supporting schools and keen to contribute to meaningful work, we invite you to apply and join us in creating lasting change in education.

Relationship Management Support

• Provide day-to-day support to a Relationship Manager overseeing 35 to 50 partner schools
• Assist with scheduling, coordination, and preparation for school meetings and presentations
• Help maintain consistent communication with school partners through email and phone
• Support follow-up efforts to ensure schools stay on track within the FUNDamentals process

Program Coordination & Execution

• Assist in preparing materials, resources, and documentation used to guide schools through RedefinED’s 4-step FUNDamentals process
• Help track school engagement, participation, and progress
• Maintain accurate notes and updates within Salesforce CRM systems
• Support implementation efforts that help schools grow financial aid programs and increase tax credit participation

Community Education & Outreach Support

• Assist with the coordination of community education initiatives led by the Relationship Manager
• Support preparation for virtual and in-person presentations
• Help conduct outreach through email and phone to support school engagement efforts
• Provide logistical and administrative support for events, presentations, and school communications

Team Collaboration

• Work closely with the Relationship Manager to ensure strong organization, follow-through, and communication across the school portfolio
• Report to a Regional Market Manager and collaborate with internal support teams
• Help ensure consistency in processes, documentation, and reporting

Operational Excellence

• Maintain accurate and timely CRM updates, notes, and reporting
• Assist with tracking key performance indicators related to school engagement and outreach
• Help manage timelines, task lists, and internal coordination

• 2+ years of experience in administrative support, client services, education support, nonprofit work, or a coordination role preferred
• Strong organizational and time management skills
• Excellent written and verbal communication skills
• Comfortable communicating with school leaders and community members via email and phone
• Detail-oriented with the ability to manage multiple tasks at once
• Positive attitude, team-first mindset, and willingness to learn
• Alignment with RedefinED’s mission and culture

Work Environment & Travel

• Hybrid role combining remote work with occasional in-person team engagement
• Travel required approximately 1 day per month for team meetings or events

$40,000 - $50,000 yearly plus bonus opportunity

RedefinED School Advancement is a fast-growing, mission-driven organization that helps K-12 schools build long-term financial stability and expand access to education. We partner with private and faith-based schools across the country to strengthen enrollment, increase scholarship funding, and close the gap between what families can afford and the true cost to educate a child.

Through our proven FUNDamentals process, we guide schools in maximizing tax credit programs, engaging their communities, and implementing sustainable tuition strategies that support growth for years to come.

Our team provides full-service, fully staffed advancement support at a fraction of the cost of hiring in-house, helping schools raise more, grow more, and do more without adding additional staff.

Since our founding, we have helped schools secure tens of millions of dollars in scholarship funding, creating opportunity for students and stability for the schools that serve them.