Onboarding Specialist I FACTS

Nelnet Business Services (NBS) a division of Nelnet Inc. provides payment technology and education services to more than 1200 higher education institutions nearly 12000 K-12 schools and millions of individual students families and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships while our focus on creativity and innovative solutions empowers our customer communities to thrive.

The Onboarding Specialist is responsible for managing the end-to-end onboarding and implementation process for assigned clients from signed agreement through program launch. This role coordinates client communication data collection system setup documentation training and cross-functional activities to ensure a smooth and successful transition. The Onboarding Specialist will proactively manage timelines identify and resolve implementation barriers ensure all launch requirements are met and facilitate a seamless handoff to the Account Management team. This role will also contribute to the continuous improvement of onboarding processes playbooks and training materials as the program grows.

JOB RESPONSIBILITIES:

• Own the end-to-end onboarding process for assigned client groups from signed agreement through go-live

• Conduct kickoff calls system configuration walkthroughs and training sessions with group staff

• Coordinate data collection document validation and system setup across internal teams

• Maintain an accurate onboarding project plan for each client and communicate status proactively

• Identify and resolve implementation blockers escalating to the Program Manager or FSTC Manager when needed

• Ensure each client meets all compliance and documentation requirements prior to launch

• Facilitate a structured handoff to the assigned Account Manager upon program go-live

• Contribute to the refinement of onboarding playbooks and training materials as the program scales

**Pay Range for this role is - $52000

EDUCATION:

Bachelors degree in Business Administration Project Management Operations Communications or a related field preferred.

EXPERIENCE:

• 24 years of experience in client implementation onboarding project coordination or a related field.

• Experience coordinating multiple clients projects or workstreams simultaneously.

• Experience leading client meetings training sessions or process walkthroughs.

• Experience coordinating cross-functional activities managing project timelines and tracking deliverables.

• Experience in financial services education technology SaaS implementation or a related industry preferred.

• Experience using project tracking tools such as Asana Jira or similar platforms preferred.

COMPETENCIES SKILLS/KNOWLEDGE/ABILITIES:

• Strong organizational skills with the ability to manage multiple clients simultaneously

• Excellent communication skills able to explain complex processes to non-technical stakeholders

• Detail-oriented with a process-driven mindset

• Experience in financial services edtech or SaaS implementation preferred

• Familiarity with project tracking tools (Asana Jira or similar)

Please note that we are unable to provide visa sponsorship for this position. To be considered candidates must already be authorized to work in the United States without the need for current or future sponsorship.

Our benefits package includes medical dental vision HSA and FSA generous earned time off 401K/student loan repayment life insurance & AD&D insurance employee assistance program employee stock purchase program tuition reimbursement performance-based incentive pay short- and long-term disability and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc

Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race color religion/creed national origin gender sex marital status age disability use of a guide dog or service animal sexual orientation military/veteran status or any other status protected by federal state or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.

Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at or.

Nelnet is a Drug Free and Tobacco Free Workplace.

Use of Artificial Intelligence in Hiring

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