Financial Consultant

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology and education services to more than 1,200 higher education institutions, nearly 12,000 K-12 schools, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. The FACTS Financial Consultant specializes in the FACTS Payment Plans, Billing, and Financial Aid Management products and supports the mission of K-12 private and faith-based schools by helping them utilize specific services within these platforms. This position creates resources, leads webinars, develops workshops and works directly with schools to help them develop and implement successful financial management strategies. In addition, the FACTS Financial Consultant works directly with existing FACTS customers by teaching them how to best manage their current processes and helping them to improve by evaluating their usage, configuration and overall implementation of the Payment Plans, Billing, and Financial Aid Management platforms. RESPONSIBILITIES Develop content (related to Payment Plans, Billing, and Financial Aid Management best practices) for webinars, workshops, blog posts, analytics spreadsheets, reports and checklists. Work with FACTS customers to evaluate school usage, configuration, and overall implementation of all aspects of the Payment Plans, Billing, and Financial Aid Management products. Work directly with the FACTS Payment Plans, Billing, and Financial Aid Management Product Manager to align best practices with the product roadmap. Collaborate closely with internal teams (Implementation, Product Management, Sales and Account Management). Host online and onsite best practice workshops for existing customers and prospects. Educate and train internal teams on FACTS Payment Plans, Billing, and Financial Aid Management best practices. Annual compensation range for this role is $75,000 - $80,000 depending on experience. Please note: This is a highly visible, client-facing role requiring up to 50% travel at times throughout the US, executive presentations, public speaking, and facilitation of large group meetings and events. This position offers a hybrid work option. Nelnet values flexibility and understands the importance of work-life integration. Our hybrid work environment allows associates living within 30 miles of an office location to work remotely for part of the week, while also fostering collaboration and team connection through in-office presence three days per week. Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship. EDUCATION Bachelor’s Degree, or equivalent experience, preferably in education, business and/or technology. EXPERIENCE 3 years experience working in the Business office at a K-12 private school (or equivalent experience in related area work). 3 years experience working with FACTS Payment Plans, Billing, and Financial Aid Management products and services. COMPETENCIES – SKILLS/KNOWLEDGE/ABILITIES Expert in strategies around the FACTS Payment Plans, Billing, and Financial Aid Management products. Ability to develop individualized, creative solutions to complex problems on a per-customer basis. Passionate about providing world-class customer service. Solid working knowledge of existing FACTS Payment Plans, Billing, and Financial Aid Management products, as well as stand-alone financial products. Strong interpersonal and communication skills (both written and verbal) with the ability to constructively discuss sensitive issues. Very detail oriented and a creative thinker. Strong presentation and public speaking skills. Ability to work as a team player and establish good rapport with co-workers. Excellent customer service skills (friendly, courteous, helpful and patient). Excellent prioritization, organization, and time management skills. Strong computer skills, including experience using Microsoft Office applications, Web Forms, Artificial Intelligence platforms and the Internet. Ability to effectively instruct clients in the use of computer software and other services. Ability to handle stressful situations and meet deadlines. Strong initiative to get tasks and objectives completed without supervision. Ability to work in a fast-paced environment and effectively lead change. 16. Ability to travel nationally up to 50% of the year. Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc ( Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone. Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at View phone number on click.appcast.io or View email address on click.appcast.io. Nelnet is a Drug Free and Tobacco Free Workplace. Use of Artificial Intelligence in Hiring We may use automated or artificial intelligence enabled tools to assist with the initial review of applications, such as identifying relevant skills or experience. These tools are used to support human review and do not make hiring decisions. A recruiter reviews applications and determines which candidates move forward in the hiring process. For more information, see our Privacy Policy and Pre-Use Notice: Automated Tools in Hiring You may know Nelnet as the nation’s largest student loan servicer – but we do more than that. A lot more. We’re also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that’s just a shortlist). For over 40 years, we’ve been serving our customers, associates, and communities to make dreams possible. EEO Info ( | EEO Letter ( | EPPA Info ( | FMLA Info ( #J-18808-Ljbffr