Onboarding Specialist I - FACTS

Onboarding Specialist

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 Onboarding Specialist is responsible for managing the end-to-end onboarding and implementation process for assigned clients, from signed agreement through program launch. This role coordinates client communication, data collection, system setup, documentation, training, and cross-functional activities to ensure a smooth and successful transition. The Onboarding Specialist will proactively manage timelines, identify and resolve implementation barriers, ensure all launch requirements are met, and facilitate a seamless handoff to the Account Management team. This role will also contribute to the continuous improvement of onboarding processes, playbooks, and training materials as the program grows.

Job Responsibilities:

• Own the end-to-end onboarding process for assigned client groups from signed agreement through go-live
• Conduct kickoff calls, system configuration walkthroughs, and training sessions with group staff
• Coordinate data collection, document validation, and system setup across internal teams
• Maintain an accurate onboarding project plan for each client and communicate status proactively
• Identify and resolve implementation blockers, escalating to the Program Manager or FSTC Manager when needed
• Ensure each client meets all compliance and documentation requirements prior to launch
• Facilitate a structured handoff to the assigned Account Manager upon program go-live
• Contribute to the refinement of onboarding playbooks and training materials as the program scales

Pay Range for this role is - $52,000

Education:

Bachelor's degree in Business Administration, Project Management, Operations, Communications, or a related field preferred.

Experience:

• 24 years of experience in client implementation, onboarding, project coordination, or a related field.
• Experience coordinating multiple clients, projects, or workstreams simultaneously.
• Experience leading client meetings, training sessions, or process walkthroughs.
• Experience coordinating cross-functional activities, managing project timelines, and tracking deliverables.
• Experience in financial services, education technology, SaaS implementation, or a related industry preferred.
• Experience using project tracking tools such as Asana, Jira, Monday.com, or similar platforms preferred.

Competencies Skills/Knowledge/Abilities:

• Strong organizational skills with the ability to manage multiple clients simultaneously
• Excellent communication skills, able to explain complex processes to non-technical stakeholders
• Detail-oriented with a process-driven mindset
• Experience in financial services, edtech, or SaaS implementation preferred
• Familiarity with project tracking tools (Asana, Jira, Monday.com, or similar)

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 our Lincoln, Nebraska 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.

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.

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