Onboarding Specialist I - FACTS

Nelnet Servicing • Lincoln, SD

4d • Hybrid

About The Position

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.

Requirements

• 2–4 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.
• 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
• Candidates must already be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

• 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.
• Experience in financial services, edtech, or SaaS implementation preferred
• Familiarity with project tracking tools (Asana, Jira, Monday.com, or similar)

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level