Client Engagement & Adoption Lead

About the Role The Client Engagement & Adoption Lead is a specialized role within Tyler's Client Experience organization, focused on elevating district proficiency and confidence through targeted education and engagement programs. This role partners with school district leaders, state agencies, and internal teams to provide high-quality training and timely guidance on complex processes, especially State Reporting, ensuring districts maximize the value of School ERP Pro solutions. The role concentrates on training, enablement, adoption, and product feedback for clients within the assigned region. What You'll Do

• Assess client education needs within the assigned region, focusing on complex areas such as State Reporting, compliance, and software adoption.
• Design, deliver, and refine training (virtual and in-person) tailored to different user groups (payroll, HR, finance, IT, etc.).
• Develop self-service resources such as job aids, videos, recorded webinars, and user guides that empower district users.
• Build trusted relationships with school districts, proactively engaging with them during key calendar events (state reporting windows, fiscal year-end, etc.).
• Coordinate and host regional user group meetings, workshops, and peer-to-peer learning opportunities.
• Monitor product adoption trends and proactively recommend additional training or process changes to improve client outcomes.
• Act as a liaison between districts and internal teams (Product, Development, Support, Sales) to communicate client needs and enhancement priorities.
• Consolidate and document feedback from clients to inform roadmap discussions and backlog prioritization.
• Collaborate with CXMs to provide strategic engagement support for districts at risk or districts facing complex state or regulatory challenges.
• Maintain deep knowledge of School ERP Pro modules, particularly those related to state and federal compliance; stay current on K-12 compliance requirements, state reporting timelines, and regulatory changes; ensure districts receive timely guidance and training.
• Support state-specific initiatives by partnering with internal and external stakeholders (state DOE offices, advisory boards, etc.).
• Track and measure the effectiveness of training initiatives using analytics and feedback tools; maintain accurate records of educational engagements, client feedback, and program participation.
• Assist in the creation of standardized materials and best practice workflows to improve consistency of client experiences. What We're Looking For
• Education & Experience: BS/BA in Education, Business, Information Systems, or related field; or equivalent experience. 3–5+ years in client-facing roles such as training, implementation, product support, or product management within ERP, HRIS, or SaaS (K-12 or public sector preferred).
• Direct experience with K-12 state reporting, compliance workflows, or regulatory change cycles is highly valued.
• Experience facilitating training (live and recorded) and presenting at user groups or conferences.
• Exceptional communication skills with the ability to explain complex concepts simply and effectively to non-technical audiences.
• Strong instructional design instincts for both live and asynchronous learning.
• Highly collaborative, with the ability to influence and work across Product, Support, and CX teams.
• Comfortable analyzing client data (adoption, feature usage) to identify patterns and address gaps.
• Tools proficiency: LMS platforms, webinar software, PowerPoint, Excel/Sheets; experience with MS Dynamics/Jira is a plus.
• Able to travel up to 20% for user groups, onsite training, and strategic state-level engagements. Nice to Have
• Deep School ERP Pro knowledge (preferably in K-12 State Reporting, HR/Finance workflows, or public sector ERP).
• Educator’s mindset and ability to simplify complexity, facilitate live and asynchronous learning, and create feedback loops informing product improvements.
• Experience collaborating with state DOE offices or advisory boards. Compensation & Benefits
• Salary will generally fall between $51,035 - $67,151 before geographic adjustments.
• Benefits include competitive health and financial wellness programs; details provided during the hiring process.