Remote Client Success & Onboarding Lead

Nelnet; Gering (NE); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA and FSA

401K/student loan repayment

Life insurance & AD&D insurance

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 & Success Specialist to lead the full lifecycle of client onboarding, implementation, and ongoing success for the assigned platform. You will coordinate workflows, deliver training, and drive adoption across education clients.

Responsibilities include conducting product demos, creating training resources, mentoring teammates, and coordinating cross-functional issue resolution to maintain a positive client experience.

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, 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.
• Conducts 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 & Influence

Technical Aptitude

Process Optimization

Collaboration & Cross-Functional

Agility & Problem-Solving

Education

Bachelor’s degree or related experience

Job description

Nelnet is seeking a remote Full-time Client Onboarding & Success Specialist to lead the full lifecycle of client onboarding, implementation, and ongoing success for the assigned platform. You will coordinate workflows, deliver training, and drive adoption across education clients.

Responsibilities include conducting product demos, creating training resources, mentoring teammates, and coordinating cross-functional issue resolution to maintain a positive client experience.