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Strategic Initiatives Specialist

Trellis Company
Round Rock, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Who You Are

You are one who supports the Vice President of the department in executing against new initiatives developed by the organization. You can manage logistics associated with marque initiatives of the organization, develop high stakes partnerships, assist with coordinating internal support, and manage follow up related with commitments made by the organization. You act on behalf of the Vice President internally and externally to move initiatives forward in a timely manner. The individual will perform substantial diligence with limited guidance on new initiatives, best practices and trends in relevant industries, and new partner organization / opportunities. You operate with a high degree of autonomy in a constantly changing environment and will be expected to perform duties at inconsistent hours and with limited direction.

Who We Are

Trellis Company is a nonprofit 501(c)3 corporation with the dual mission of helping student borrowers repay their education loans and promoting access in higher education. Our strong philanthropic heritage of giving through grants to colleges, universities, and research groups remains focused on improving student outcomes, especially to underserved students, families, and institutions.

As we move into the future, we’re drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!

Essential Duties and Responsibilities

The position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation.

  • Manages the scheduling, preparation, logistics, and follow up for engagements, events, and meetings associated with Trellis strategic initiatives. Ultimately lead the discussion and presentation of selected engagements, events, and initiatives.
  • Inform and delegate required activities to internal stakeholders. Develop project plans and hold internal business units accountable to deadlines and deliverables. Provide on-going status updates on initiatives to executive leadership.
  • Actively engage with external stakeholders to develop, formalize, and implement new initiatives and partnerships. Regularly engage with senior leadership at various organizations throughout this process.
  • Regularly document takeaways and deliverables from meetings. Oversee the follow up and drafting of relevant documents following meetings.
  • Regularly perform individual research and analysis on national trends, individual initiatives, and potential partner organizations and competitors.
  • Serve as proxy for the Vice President in delegated internal and external meetings. Provide feedback on initiatives, progress, and opportunities. Lead specific strategic planning exercises.
  • Draft and manage content for executive thought leadership and communication.
  • Make prioritization decisions on behalf and in absence of the Vice President.

Non-Essential Duties and Responsibilities

  • Works under minimal supervision with latitude for the use of initiative and independent judgment.
  • Responds to internal and external request and triages priorities for the Vice President
  • Supports internal training and development efforts related to new initiatives
  • Performs all other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

  • Strong interpersonal relationship skills including, but not limited to, effective team collaboration, flexibility, dependability, and conflict resolution
  • Strong independent critical thinking skills and professional judgement
  • Exceptional interpersonal skills with an ability to manage complex relationships
  • Strong quantitative analysis and project management abilities
  • Ability to pursue and accomplish multiple analytical tasks simultaneously
  • Ability to manage uncertain daily priorities and regularly shift focus
  • Ability to be discreet/maintain confidentiality
  • Ability to work under pressure and consistently meet deadlines
  • Ability to solve problems independently
  • Strong client/customer service skills and ability to communicate with multiple stakeholders
  • Exceptional skills with Microsoft Office Suite
  • Strong oral, and non-verbal communication and listening skills
  • Ability to handle stressful situations and sensitive issues appropriately
  • Ability to accurately assess business issues and risk analysis to provide sound recommendations and effective oversight
  • Detail-oriented skills, effective at managing multiple priorities under tight deadlines, ability to prioritize conflicting demands, organize time and resources to ensure delivery of solid and consistent results for the business and bring projects to successful completion.




  • Bachelor’s Degree in business administration, social sciences, economics, statistics, public policy, or other related area.


  • Master’s degree in business administration, social sciences, economics, statistics, public policy, or other related area.



  • A minimum of two (2) years’ experience in:
    1. Client relationship management
    2. Managing complex partnerships involving multiple stakeholders
    3. Logistics management related to effective flow of services and information
    4. Project management experience within a complex organization
    5. Inter-departmental project development experience


  • Experience supporting historically under-resourced and under-served institutions of higher education.
  • Experience working in institutional research, enrollment management, student affairs, academic affairs, or student services.
  • Experience working with sensitive (including NPI and PII) student data.
  • Experience in student success / retention initiatives.
  • Experience with consulting or other client facing engagement work.

Physical and Mental Demands

  • Occasionally must move about inside the office.
  • Repetitive motion. Regularly operates a computer, phone, and general office equipment.
  • Regularly required to handle, feel, grasp objects, and reach across a work area.
  • Regularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts.
  • Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials.
  • Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication.
  • Must be able to provide presentations and services to clients in a variety of business and work settings.

Work Environment

  • Work may be conducted remotely or in an office with a surrounding small cubicle environment.
  • Office work environment is climate controlled with no substantial exposure to adverse environmental conditions.

Diversity is important to Trellis Company and we strongly encourage all qualified persons to apply. We are an equal opportunity employer and welcome everyone to our team.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans.

Please view Equal Employment Opportunity Posters provided by OFCCP.

Trellis Company


Round Rock, TX
78681 USA



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