Remote Client Onboarding & Success Lead

Nelnet; Draper (UT); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA & FSA

401K / Student loan repayment

Life insurance & AD&D

Employee stock purchase program

Tuition reimbursement

Wellness program

Job summary

Nelnet is seeking a role focused on leading the full lifecycle of client onboarding, implementation, and ongoing success for the assigned platform. You will be a primary strategic and technical resource for clients and internal teams, driving adoption and coordinating issues across multiple functions.

The position involves training, workflow configuration, and process improvements to optimize client outcomes.

Qualifications

• Bachelor’s degree in Business, Education, Technology, Communications, or related field; or equivalent experience.
• 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.
• Certifications or training in project management, customer success, product operations, or process improvement.

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 training resources.
• Develop, document, and refine onboarding workflows, process guides, and internal procedures.
• Mentor and support team members on processes and system navigation.
• Monitor client usage and re-engage low-usage customers to promote adoption.
• Serve as primary contact for ongoing client questions and relationship management.
• Coordinate industry research and provide insights into client trends.
• Coordinate technical issue resolution and translate requirements across stakeholders.
• Support major incident response and stabilize client experience.
• Conduct QA testing for product releases and inform roadmap development.

Skills

Client Engagement

Influence

Technical Aptitude

Process Optimization

Collaboration

Cross-Functional

Agility

Problem-Solving

Education

Bachelor’s degree or equivalent

PM/Product ops certs

Job description

Nelnet is seeking a role focused on leading the full lifecycle of client onboarding, implementation, and ongoing success for the assigned platform. You will be a primary strategic and technical resource for clients and internal teams, driving adoption and coordinating issues across multiple functions.

The position involves training, workflow configuration, and process improvements to optimize client outcomes.