Remote Operations & Client Onboarding Lead

Nelnet; Bellevue (NE); On-site; USD 50,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401K

Life insurance & AD&D

Employee assistance program

Employee stock purchase program

Tuition reimbursement

Performance-based incentive pay

Disability insurance

Wellness program

Generous earned time off

Job summary

Nelnet is seeking a highly organized Operations Analyst and Project Lead to manage client onboarding and oversee multiple programs in a remote, full-time role. You will plan initiatives, monitor progress, coordinate with stakeholders, and deliver comprehensive training for new clients on Nelnet services and policies.

Requirements include a Bachelor's in business or related field and 2 years of experience (including FACTS OS and CRM).

Qualifications

• Bachelor’s degree in business-related field or equivalent experience.
• 2 years of experience in related field or commensurate education.
• 2 years of experience working within FACTS operating systems.
• CRM software experience preferred.

Responsibilities

• Program Planning and Execution: Develop, implement, and oversee various programs and initiatives to meet defined objectives and deadlines.
• Program Monitoring: Track program progress and performance, ensuring that milestones are achieved on time and any issues are addressed promptly.
• Stakeholder Collaboration: Work closely with team members, managers, and external partners to ensure successful program delivery and client satisfaction.
• Budget Management: Manage program budgets by tracking expenses and ensuring cost-effectiveness throughout each project or initiative.
• Reporting: Prepare and present regular reports on program status, outcomes, and areas for improvement to leadership and stakeholders.
• Client Orientation & Training: Conduct orientation sessions and organize training for new clients, introducing them to the company’s services, policies, and procedures for a clear and positive onboarding experience.
• Onboarding Documentation & Support: Prepare and maintain comprehensive onboarding materials (checklists, training guides, client handbooks) and provide ongoing support to new clients, addressing questions and concerns during their initial engagement.
• Feedback and Improvement: Gather feedback from new clients and incorporate their suggestions to continuously improve the onboarding process and enhance program effectiveness.

Skills

Project management

Communication skills

Attention to detail

Independent & collaborative work

Excel proficiency

AI & technology solutions knowledge

Education

Bachelor's Degree in business-related field

Tools

Microsoft Excel

CRM software

Job description

Nelnet is seeking a highly organized Operations Analyst and Project Lead to manage client onboarding and oversee multiple programs in a remote, full-time role. You will plan initiatives, monitor progress, coordinate with stakeholders, and deliver comprehensive training for new clients on Nelnet services and policies.

Requirements include a Bachelor's in business or related field and 2 years of experience (including FACTS OS and CRM).