Onboarding & Implementation Specialist - Hybrid

Nelnet; Oklahoma; Hybrid; USD 47,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

HSA/FSA

Paid time off

401K / student loan repayment

Life & AD&D insurance

Employee assistance program

Employee stock purchase program

Tuition reimbursement

Incentive pay

Disability insurance

Wellness program

Job summary

Nelnet is seeking an Onboarding Specialist to manage end-to-end onboarding and implementation for assigned clients, from signed agreement through go-live, coordinating data collection, system setup, training, and cross-functional activities for a smooth transition.

The role requires 2–4 years in client onboarding or project coordination, experience in financial services or edtech, and proficiency with tools like Asana, Jira, or Monday.com.

Qualifications

• Bachelor’s degree in Business Administration, Project Management, Operations, Communications, or a related field preferred.
• 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, Monday.com, or similar platforms preferred.

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

Skills

Organizational skills

Communication

Detail-oriented

Project tracking tools

Education

Bachelor's degree preferred

Tools

Asana

Jira

Monday.com

Job description

Nelnet is seeking an Onboarding Specialist to manage end-to-end onboarding and implementation for assigned clients, from signed agreement through go-live, coordinating data collection, system setup, training, and cross-functional activities for a smooth transition.

The role requires 2–4 years in client onboarding or project coordination, experience in financial services or edtech, and proficiency with tools like Asana, Jira, or Monday.com.