Client Onboarding & Success Lead

Nelnet; Ogallala (NE); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Tuition reimbursement

Stock purchase program

Paid time off

Job summary

Nelnet is seeking a Remote Full-Time Onboarding & Client Success Lead to own the full lifecycle of client onboarding, implementation, and ongoing success for our platform. You’ll serve as a primary strategic and technical resource, driving adoption, guiding workflow configuration, training, and product operations across client teams.

You will coordinate cross-functional efforts, conduct product demos, deliver training, and monitor usage to re-engage customers.

Qualifications

• Bachelor’s degree in Business, Education, Technology, Communications, or related field, or equivalent experience.
• 2+ years in client success, implementation, system onboarding, or client-facing technical roles.
• Experience configuring systems, delivering training, and supporting workflow development.
• Experience troubleshooting technical issues and working with cross-functional teams.
• Experience creating process documentation, guides, or training materials.
• Preferred: SaaS experience, QA testing, or product operations.

Responsibilities

• Lead new client onboarding from kickoff through go-live, including workflow configuration and deliverable management.
• Conduct product demos, discovery sessions, and client education to support adoption and pre-sales engagement.
• Deliver customized administrator and end-user training and maintain training resources.
• Develop, document, and refine onboarding workflows, process guides, and internal procedures.
• Mentor and support team members on processes, system navigation, and best-practice client engagement.
• Monitor client usage and re-engage low-usage customers to promote long-term adoption.
• Serve as the primary point of contact for ongoing client questions and relationship management.
• Coordinate technical issue resolution and translate requirements across internal stakeholders.
• Support major incident response by coordinating communications and stabilizing client experience.
• Conduct QA testing for product releases and provide insights to influence product improvements.

Skills

Client Engagement

Technical Aptitude

Process Optimization

Cross-Functional Collaboration

Agility & Problem-Solving

Education

Bachelor’s degree or equivalent

Job description

Nelnet is seeking a Remote Full-Time Onboarding & Client Success Lead to own the full lifecycle of client onboarding, implementation, and ongoing success for our platform. You’ll serve as a primary strategic and technical resource, driving adoption, guiding workflow configuration, training, and product operations across client teams.

You will coordinate cross-functional efforts, conduct product demos, deliver training, and monitor usage to re-engage customers.