Remote Client Onboarding & Success Lead

Nelnet; Atlanta (GA); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Tuition reimbursement

Wellness program

Job summary

Nelnet is seeking a remote, full-time Client Success & Onboarding Lead to manage the full lifecycle from kickoff to go-live for our education platform. You will configure workflows, deliver trainings, and coordinate cross‑functional teams to ensure client adoption and success.

Responsibilities include product demos, ongoing education, QA testing for releases, and leading process improvements. The role emphasizes proactive engagement, incident response, and customer relationship management.

Qualifications

• 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.

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 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 re-engage low-usage customers to promote long-term adoption.

Skills

Client Engagement

Technical Aptitude

Process Optimization

Collaboration

Agility & Problem-Solving

Education

Bachelor’s degree in Business/Technology/related field

Job description

Nelnet is seeking a remote, full-time Client Success & Onboarding Lead to manage the full lifecycle from kickoff to go-live for our education platform. You will configure workflows, deliver trainings, and coordinate cross‑functional teams to ensure client adoption and success.

Responsibilities include product demos, ongoing education, QA testing for releases, and leading process improvements. The role emphasizes proactive engagement, incident response, and customer relationship management.