Enterprise Onboarding Specialist

Role Description

GiveCampus is looking for an Enterprise Onboarding Specialist to accelerate the onboarding process for a cohort of Enterprise schools by delivering a seamless, efficient, and partner-centric experience, driving faster time-to-value, team efficiency, and long-term partner success.

• Own the Onboarding Process: Serve as the main point of contact for enterprise partners during onboarding, guiding them through implementation, timelines, and platform adoption and thoughtfully pass their Partner Success Manager.
• Accelerate Time-to-Value: Streamline onboarding workflows to reduce implementation timelines and help partners see value from GiveCampus faster. Working closely with Product, identify and prioritize product enhancements that would improve the onboarding experience and time to value.
• Create Repeatable Playbooks: Develop scalable processes, onboarding documentation, templates and best practices to increase efficiency for Enterprise onboarding and the Partner Success team.
• Ensure Alignment Across Teams: As part of the Partner Success team, collaborate with Success Operations, Sales, Product, and Partner Operations teams to ensure smooth handoffs, set clear expectations, and address partner needs proactively.
• Deliver a Best-in-Class Experience: Actively engage with partners to solve challenges, provide tailored guidance, and build trusted relationships during the critical onboarding phase and measure and increase their satisfaction over time.
• Measure and Improve Success: Track key onboarding metrics, gather partner feedback, and recommend improvements to enhance the onboarding experience and drive partner satisfaction.
• On-site Enterprise Engagement: Pioneer the integration of in-person based touchpoints into the onboarding experience – a new dimension of our approach for Enterprise customers to help deepen partner relationships and accelerate time-to-value. The expectation is that every Enterprise onboarding school gets at least one visit from the onboarding specialist during their onboarding period.

Qualifications

• Software Implementation Expertise: Experience implementing software solutions for enterprise-level partners in a SaaS environment.
• Proficiency with Onboarding Tools: Familiarity with partner onboarding tools (e.g., Vitally, Monday.com, Smartsheet) or CRMs like Salesforce.
• Technical Aptitude: Strong technical skills, including comfort navigating integrations, APIs, or troubleshooting implementation issues.
• Partner-Centric Mindset: Passion for delivering an exceptional partner experience through clear communication, empathy, and proactive problem-solving that helps them achieve their goals.
• Process Builder Experience and Mentality: Experience building systems from the ground up—developing, documenting, and refining workflows to establish sustainable, scalable solutions and building onboarding playbooks, knowledge bases, or training materials for scaled implementations.
• Adaptability and Experimentation: Ability to embrace ambiguity, pilot new processes, and iterate quickly, consistently raising the standard for what onboarding can achieve.
• Process Optimization: Proven ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams to drive measurable impact.
• Project Management Expertise: Ability to manage onboarding projects with structured processes, clear timelines, and measurable milestones while maintaining a sense of urgency to deliver results faster.
• Ownership & Accountability: Demonstrated ability to take full ownership of outcomes, set a high bar for performance, and deliver on commitments with precision and excellence.
• Bias for Action: A fast-paced, results-driven approach that prioritizes action over perfection, with a relentless focus on accelerating time-to-value for partners.
• High Expectations & High Standards: A commitment to excellence in every detail, from partner communications to onboarding timelines, and a mindset of continuous improvement.
• Big Ambition: An eagerness to push boundaries, reach for more, and build a first-of-its-kind onboarding function that sets new benchmarks for success.
• Fewer People, Bigger Impact: Ability to drive results independently and collaboratively within a lean, high-performing team.

Bonus Points

• Exposure to EdTech or fundraising workflows, especially within Higher Education and K-12 schools.