College Financial Coach
Moneythink is a national technology nonprofit focused on reducing the financial barriers to college success. Our technology-enabled coaching program help students through complex and important financial decisions, empowering them to arrive at a supportive post-secondary institution, with the resources needed so they can focus on the path to academic and economic success. Founded in 2008 as a student volunteer initiative to its growth as a national organization, Moneythink has been recognized as a pioneer in the development of technology solutions, including receiving the White House Champions of Change award by President Obama. With a new CEO in place, an entrepreneurial and dedicated team, and disruptive model, Moneythink is poised and excited for ambitious growth. We envision an equitable future in which all students have the opportunity to complete an affordable postsecondary education. The American higher education system is broken: only 12% of low-income youth successfully obtain a bachelor’s degree in their lifetime and 70% of those who drop out before graduating cite financial stress as the major cause. Leveraging our human-centered-design approach, our organization provides guidance to under-resourced youth throughout the senior year of high school. We help students maximize financial aid, find an affordable and supportive college, and make a responsible plan to pay for school. Our program outcomes are reduced financial stress and increased college persistence and graduation, with the ultimate purpose of supporting students’ attainment of meaningful education, productive careers, and fulfilling lives.
Moneythink is an exciting juncture having just reached our first decade of impact as we begin our next decade of game-changing work. We strive for a culture that’s authentic, inclusive, and supportive of constant growth. We’re always learning from our students, from each other, and from the world to improve our effectiveness and advance our field. We move fast and build things -- this may not be like other nonprofits you’ve seen before!
About the Position
Coaches provide one-on-one, text-message-based guidance to students. You’ll utilize our growing knowledge and unique tech tools to develop relationships that lead to measurable impacts for hundreds, and soon thousands, of students. You’ll help students make progress toward college success every day. Likewise, you will provide a critical feedback loop into our iterative product design as you will inform what works and what needs greater attention.
As a coach at Moneythink, you’ll be in a one-of-a-kind position -- you will be part motivator, part product influencer, part financial aid expert, part financial advisor, and part behavioral scientist. A typical day might look like this: First thing in the morning you check the inbox for any urgent messages from students and then review your data dashboard in order to start planning who to reach out to that day. You check in with the coaching team to talk about your individual and team daily goals. You then spend the next couple hours crafting conversations with students and updating your student records. At one point, you wait on hold for 15 minutes when you call a school’s Financial Aid Office to find out about a student deadline -- but you eventually get an answer and can help your student. At the end of the day, you spend some time writing a guide that helps students cut their textbook costs.
As a part of a growing organization, you’ll partner with our product development team to constantly develop better student-facing software and coach-supporting tools that make us more effective and empower us to scale. Overall, you’ll help accelerate the national movement for college affordability and equal access to opportunity.
- You will guide high school seniors to complete goals for financial aid, college match, college budgeting, and transitioning to college.
- Craft highly effective messages to students by incorporating information about a student, with an understanding of their context, efficient conversation design, and clear writing.
- Manage a caseload of 200 - 250 students. Practice effective triaging through diligent maintenance of student records and using up-to-date data to prioritize outreach.
- Observe trends in your conversations to proactively identify challenges and new opportunities to bring to your team.
- Build a detailed understanding of financial aid systems to help students troubleshoot complex financial aid questions.
- Research college systems and document findings to increase the effectiveness of your team.
- Use new tools and software developed by Moneythink. Work closely with our product team to develop increasingly powerful technology to support students and coaches.
- You effectively balance planning with task management
- We build game plans for a large caseload of students while executing effective communication with each individual.
- You write clearly and can tailor your message for different audiences
- We craft clear, actionable messages to students and compose effective student-facing guides.
- You have an attention to detail
- The information we give to students needs to be of the highest-quality. We are disciplined about maintaining student records accurately and in real-time.
- You like to learn and help others learn
- We are excited to absorb knowledge, test our understanding, and share our learnings with others.
- You regularly and comfortably reflect, empathize, and question assumptions
- We constantly seek to understand the student perspective and experience. We are aware of what we do and don’t know about a student and how to use that to support them effectively.
- You actively give and receive feedback
- We are excited to find better ways to do things. We regularly ask for feedback to improve and offer new ideas to others.
- You are persistent
- We don’t give up on students. We bring resourcefulness and skill in navigating bureaucratic systems.
- You bring positivity to change
- We make changes as we learn and are driven by continuous improvement.
- You bring passion & ambition for our mission
- We’re incredibly motivated to make higher education work for students. Join us in this bold vision
- You have a bachelor’s degree
- We support students in matriculating to college and often reflect on our own experience. Degree completion is important (even if your path towards it was untraditional).
- [Bonus!] You are fluent in Spanish (preferred, not required)
- We provide top notch coaching to our Spanish-speaking students.
Location: The Oakland office (where this role is based) is in a co-located space that offers coffee, snacks, a rooftop garden, and easy access to the 19th Street BART Station
Benefits: Health, dental, and retirement benefits (and get to collaborate with a fun, motivated team!)
Start Date: Late May / early June is highly preferred