Education Operations Specialist - Onshape

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.
The following information aims to provide potential candidates with a better understanding of the requirements for this role.

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 a proactive and detail-oriented Education Operations Specialist to join the Onshape Education Team at PTC. Our team supports schools worldwide by providing access to professional-grade CAD software and resources. This is a great opportunity for someone who enjoys improving processes and values education. This customer-facing role plays an important part in ensuring a scalable and efficient experience for education customers.

In this role, you\'ll collaborate closely with the Education Account Management and Customer Success teams to support education institutions through the full customer lifecycle—from initial sales to renewals. You\'ll work directly with customers to coordinate legal and accessibility requests, manage product provisioning, and help ensure a smooth purchasing and renewal experience for our education customers. You\'ll also help identify opportunities for efficiency enabling the team to scale our impact on classrooms world wide.

Key Responsibilities

• Drive Operations and Scalability: Optimize and drive the sales and renewal operations processes.
• Be the main POC with customers for sales support activities.
• Create and maintain Accounts, Contacts, and Opportunities in Salesforce, ensuring data accuracy and deduplication.
• Support Customer Success and Account Management teams with billing details, documentation (e.g., Quotes, W-9, VAT forms, sole source letters), and payment follow-ups.
• Ensure donation and trial opportunities are properly documented and closed (won/lost).
• Enable Customers & Internal Teams: Respond to inbound inquiries from educators and administrators.
• Work with customers on their legal and accessibility requests.
• Coordinate legal and compliance documentation with PTC Legal, Order Ops, and Privacy teams.
• Route and track accessibility and tech service requests with relevant internal teams.
• Act as a point of contact for the Onshape Operations, Billing, and Credit & Collections teams regarding education-related orders.

Reporting & Continuous Improvement

• Develop and maintain reports and forecasts using Salesforce, Looker, and Excel.
• Identify trends and prepare quarterly (or more frequent) presentations for leadership.
• Support internal reporting, documentation requests.
• Proactively recommend and implement operational enhancements.
• Identify automation opportunities to help the team scale adoption.

Qualifications & Experience

• Bachelor\'s degree or equivalent experience.
• 2+ years of experience in operations, customer support, or process coordination.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple internal stakeholders and external customers.
• Comfortable working cross-functionally in a fast-paced environment.
• Excellent Excel skills.
• Salesforce.com knowledge or SAP knowledge.
• Familiarity with Zuora and CPQ billing systems or other relevant billing/invoicing systems.
• Looker, Oracle Analytics (formerly Oracle BI), Tableau, DocuSign – nice to have.

At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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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