FACTS Onboarding Success Advisor

Nelnet; Central City (NE); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Tuition reimbursement

Paid time off

Job summary

Nelnet is seeking an Onboarding Success Advisor I to support institutions implementing FACTS products. You will conduct online trainings, manage onboarding checklists, and coordinate data exchanges to ensure a positive initial experience for customers.

The role emphasizes collaboration with Sales and Operations teams, monthly activity reporting, and maintaining CRM tracking, with a hybrid work arrangement and a $47,000 annual compensation.

Qualifications

• Three years of experience in product service or onboarding preferred.
• Experience providing excellent customer service.
• Associate degree in related field (Bachelor’s preferred).

Responsibilities

• Provide onboarding support to institutions implementing FACTS products/services.
• Contact institutions to follow up on training plans.
• Provide phone support for the onboarding queue and other FACTS areas as needed.
• Coordinate with FACTS Operations teams to ensure a smooth onboarding transition.
• Conduct online training for new institutions and contacts.

Skills

Customer service

Communication skills

Team player

Time management

Microsoft Office

Education

Associate degree in related field

Tools

FACTS/NBS Financial

SIS

Web Forms

CRM

Job description

Nelnet is seeking an Onboarding Success Advisor I to support institutions implementing FACTS products. You will conduct online trainings, manage onboarding checklists, and coordinate data exchanges to ensure a positive initial experience for customers.

The role emphasizes collaboration with Sales and Operations teams, monthly activity reporting, and maintaining CRM tracking, with a hybrid work arrangement and a $47,000 annual compensation.