Onboarding Specialist I - FACTS
About The Position
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.
- 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
- a robust wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
