Education Customer Operations Specialist

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.

Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow – all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible.

We’re   looking for   an Education Customer Success   Manager   to join the   Onshape   Education Customer Success Team at PTC and   support   our K-12   Education   Enterprise customers.   Onshape   is a   professional   cloud-native CAD platform   that is   widely adopted in K-12 and higher education for its accessibility, collaboration features, and zero IT overhead.   The   Onshape   Education Team   supports schools worldwide   with access,   support   and   learning resources .

As an Education Customer Success   Manager , you will   help manage the purchase, renewal, and account administration processes for   assigned   Education   Enterprise customers   at   K-12 Schools .   You will   work closely with   EDU   Technical Services ,   Onshape   Deal Desk , and   your   team   to ensure customers have a smooth experience from purchase   request   through renewal.   Your   responsibility   is to   keep   purchase and   renewal operations organized,   accurate , and   on track   by   maintaining   CRM data,   supporting quote and order workflows,   coordinating   tech nical   services , and helping   educators   and administrators navigate o nboarding   and implementation .   This is an individual contributor role reporting to the Education Customer Success & Operations Manager.

Key Responsibilities :

Purchase & Renewal Operations

- Support   the   purchase and renewal process for   predominantly   US   K-12 Enterprise customers   including   quote coordination, renewal tracking,   legal requests,   and   order status follow-up .

- Maintain   accurate   renewal dates, account details, contacts, opportunity records, and customer notes in CRM systems.

- Coordinate   with Deal Desk, Customer   Operations , and Credit & Collocations   teams to resolve purchase order, procurement, tax, and billing-related questions.

- Monitor renewal timelines and   proactively   surface risks, blockers, missing information, and next step s.

Customer   &   Account   Success

- Serve as   the   poi nt   of contact for assigned K-12 accounts, helping administrators understand purchas ing requirements   and supporting their onboarding and implementation .

- Coordinate   technical services escalations .

- Track customer health signals related to renewal readiness, usage, support needs, and administrative blockers.

- Ensure customer-facing communications are clear,   accurate ,   timely , and aligned with process requirements.

Process Improvement & Reporting

- Identify   opportunities to improve renewal workflows, reduce manual effort, and create more consistent operating procedures for   onboarding and supportin g K-12 accounts .

- Create and   maintain   internal process documentation, templates, and playbooks for purchase and renewal operations.

- Share recurring customer   issues with internal teams to improve the overall K-12 Enterprise customer experience.

Skills:

- Strong attention to detail and comfort managing high-volume operational tasks with accuracy.

- Ability to organize renewal timelines, track dependencies, and follow through on open items across multiple stakeholders.

- Clear written and verbal communication skills, especially when explaining   next   steps to internal teams and customers.

- Proactive approach to   identifying   process gaps, operational risks, and opportunities to improve efficiency.

- Ability to prioritize issues, work independently, and remain effective when requirements or timelines change.

- Comfort working across time zones with US-based colleagues and customers.

Qualifications & Experience:

- Bachelor’s degree in Business , Communications, Education, Operations, or   a related   field.

- 2+ years of experience in customer operations, renewals, customer success operations, sales operations, account administration, or a similar role.

- Experience with CRM tools such as Salesforce, Gainsight, or similar systems.

- Understanding of   K-12 education institutions, procurement processes, or SaaS customer lifecycle operations is a plus.

- Fluent or advanced English communication skills   required ; experience working with US-based teams or customers is a plus.

- Familiarity with CAD, STEM education, or EdTech is helpful but not   required .

Life at PTC is about more than working with today’s most cutting-edge technologies to transform the physical world. It’s about showing up as you are and working alongside some of today’s most talented industry leaders to transform the world around you.

If you share our passion for problem-solving through innovation, you’ll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us?

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