Remote Client Onboarding & Success Lead

Nelnet; Columbus (OH); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA/FSA

401K

Paid time off

Life Insurance

AD&D Insurance

Employee Assistance Program

Stock Purchase Plan

Tuition Reimbursement

Incentive Pay

Disability Insurance

Wellness Program

Job summary

Nelnet is seeking a dedicated Client Success Onboarding Specialist to manage the full lifecycle from initial kickoff through go‑live and ongoing adoption. You will align stakeholders, configure workflows, and deliver targeted training to ensure customer success across our education technology platforms.

You will conduct demos, establish training resources, and collaborate with product teams to improve processes and roadmaps.

Qualifications

• Bachelor’s degree in Business, Education, Technology, Communications, or related field.
• 2+ years in client success, implementation, system onboarding, or client-facing technical roles.
• Experience configuring systems, delivering training, and supporting workflow development.
• Certifications or additional training in project management, customer success, product operations, or process improvement is a plus.

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.
• Conductes 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 & Problem-Solving

Education

Bachelor’s degree

Job description

Nelnet is seeking a dedicated Client Success Onboarding Specialist to manage the full lifecycle from initial kickoff through go‑live and ongoing adoption. You will align stakeholders, configure workflows, and deliver targeted training to ensure customer success across our education technology platforms.

You will conduct demos, establish training resources, and collaborate with product teams to improve processes and roadmaps.