Remote Client Onboarding & Success Manager

Nelnet; Eagan (MN); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA & FSA

401K

Tuition reimbursement

Performance-based incentive pay

Paid time off

Job summary

Nelnet is seeking a Client Success Onboarding Specialist to lead the full lifecycle of onboarding, implementation, and ongoing success for the assigned platform. This role combines expertise in client success, workflow configuration, training, and product operations to drive adoption and retention.

You will conduct demos, deliver tailored training, document workflows, mentor teammates, and coordinate across product and support teams to resolve issues and enhance the product roadmap.

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, configure workflows.
• Conduct product demos, discovery sessions, and client education to support adoption.
• Deliver customized administrator and end-user training and maintain training resources.
• Develop onboarding workflows, process guides, and internal procedures.
• Mentor and support team members on processes, system navigation, and client engagement.
• Monitor client usage and re-engage low-usage customers to promote adoption.
• Serve as the primary contact for ongoing client questions and relationship management.
• Coordinate technical issue resolution and translate requirements across 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

Cross-Functional Collaboration

Problem Solving

Education

Bachelor’s degree in Business, Education, Technology, Communications, or related field; or equivalent experience.

Job description

Nelnet is seeking a Client Success Onboarding Specialist to lead the full lifecycle of onboarding, implementation, and ongoing success for the assigned platform. This role combines expertise in client success, workflow configuration, training, and product operations to drive adoption and retention.

You will conduct demos, deliver tailored training, document workflows, mentor teammates, and coordinate across product and support teams to resolve issues and enhance the product roadmap.