Client Onboarding & Success Leader — Remote

Nelnet; Montgomery (AL); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA/FSA

Time off

401K/Student loan repayment

Life/AD&D insurance

Employee assistance program

Stock purchase program

Tuition reimbursement

Performance-based incentive pay

Disability insurance

Wellness program

Job summary

Nelnet is seeking a remote, full‑time Client Onboarding Specialist to lead end‑to‑end onboarding, education, and ongoing client success for our platform. You will configure workflows, deliver training, and coordinate across product operations to optimize adoption and satisfaction.

You will conduct demos, mentor teammates, monitor usage, and drive improvements through QA testing and process documentation. A bachelor’s degree and 2+ years in client success or onboarding are preferred.

Qualifications

• 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.

Responsibilities

• Lead new client onboarding from kickoff through go‑live, including workflow configuration, deliverable management, and expectation setting.
• Conduct product demos, discovery sessions, and client education to support adoption and pre‑sales engagement.
• Deliver customized administrator and end‑user training and maintain supporting 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 proactively intervene to re‑engage low‑usage customers and promote long‑term adoption.
• Serve as the primary point of contact for ongoing client questions, troubleshooting, and relationship management.
• Conducts industry research and provides insights into client trends and needs.
• Coordinate technical issue resolution, manage tickets, 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 and roadmap development.

Skills

Client Engagement

Technical Aptitude

Process Optimization

Collaboration

Agility

Education

Bachelor’s degree

Job description

Nelnet is seeking a remote, full‑time Client Onboarding Specialist to lead end‑to‑end onboarding, education, and ongoing client success for our platform. You will configure workflows, deliver training, and coordinate across product operations to optimize adoption and satisfaction.

You will conduct demos, mentor teammates, monitor usage, and drive improvements through QA testing and process documentation. A bachelor’s degree and 2+ years in client success or onboarding are preferred.