Remote Client Onboarding & Success Lead

Nelnet; Town of Boscobel (WI); 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 assistance program

Employee stock purchase program

Tuition reimbursement

Performance-based incentive pay

Disability insurance

Wellness program

Job summary

Nelnet is seeking a remote, full‑time Client Onboarding and Success role focused on leading onboarding, configuration, training, and ongoing client engagement. You will coordinate with product, implementation, and support teams, drive adoption, and improve processes across the lifecycle.

The role emphasizes training delivery, workflow development, and proactive client success strategies to maximize platform utilization and satisfaction.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client success, onboarding, or related technical roles.
• Ability to configure workflows and deliver training materials.
• Experience documenting processes and creating training resources.

Responsibilities

• Lead end‑to‑end client onboarding from kickoff to go‑live.
• Conduct product demos, discovery sessions, and client education.
• Deliver customized administrator and end‑user training and maintain resources.
• Develop onboarding workflows, guides, and internal procedures.
• Mentor teammates on processes, system navigation, and engagement.

Skills

Client Engagement

Technical Aptitude

Process Optimization

Cross‑Functional Collaboration

Problem Solving

Education

Bachelor's degree in Business / Education / Technology

Job description

Nelnet is seeking a remote, full‑time Client Onboarding and Success role focused on leading onboarding, configuration, training, and ongoing client engagement. You will coordinate with product, implementation, and support teams, drive adoption, and improve processes across the lifecycle.

The role emphasizes training delivery, workflow development, and proactive client success strategies to maximize platform utilization and satisfaction.