Onboarding Specialist

GiveCampus

2d • Remote

About The Position

GiveCampus is seeking an Onboarding Specialist to accelerate onboarding for a cohort of schools, primarily independent schools. The role is focused on delivering a smooth, efficient, partner-centric experience that shortens time-to-value, improves team efficiency, and supports long-term partner success. The specialist will usually work with independent schools and may also onboard higher education institutions as needed.

This remote-first position is based in the United States. Team members work from locations of their choice and are expected to attend multiple company-wide and team-specific onsites throughout the year. The specialist will also visit every school they onboard at least once during its onboarding period. They will serve as the main partner contact through implementation and platform adoption, then hand partners off to their Partner Success Manager. The role includes building scalable processes and playbooks, coordinating across internal teams, tracking onboarding outcomes, and continually improving the partner experience.

GiveCampus is a mission-driven fundraising platform for nonprofit educational institutions. Its distributed team includes more than 130 people in over 30 states, with a Washington, DC office available for team members to use.

Requirements

• Experience working with independent schools, in advancement, school operations, or as a vendor or partner to independent schools; this is strongly preferred because independent schools will comprise most of the work.
• Experience implementing software solutions for customers in a SaaS environment.
• Familiarity with partner onboarding tools such as Vitally, Monday.com, or Smartsheet, or with CRMs such as Salesforce.
• Strong technical skills, including comfort navigating integrations and APIs and troubleshooting implementation issues.
• Clear communication, empathy, proactive problem-solving, and a partner-centric approach to helping partners reach their goals.
• Experience building systems from the ground up, including developing, documenting, and refining workflows and creating onboarding playbooks, knowledge bases, or training materials.
• Ability to embrace ambiguity, pilot new processes, and iterate quickly.
• Proven ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams to deliver measurable impact.
• Project management skills, including managing structured processes, timelines, and measurable milestones while maintaining urgency.
• Track record of owning outcomes, setting high performance standards, and delivering commitments with precision and excellence.
• Fast-paced, results-driven approach and focus on accelerating partner time-to-value.
• Commitment to high standards and continuous improvement in partner communications, onboarding timelines, and other details.
• Ability to work independently and collaboratively in a lean, high-performing team.
• Eagerness to build a first-of-its-kind onboarding function and establish new benchmarks for success.

Nice To Haves

• Experience with higher education.
• Familiarity with independent-school systems such as Blackbaud Raiser’s Edge NXT or Veracross.
• Direct experience in independent school advancement or development.
• Exposure to EdTech or fundraising workflows across independent schools, K-12, and higher education.

Responsibilities

• Serve as the main point of contact for partners, primarily independent schools, throughout onboarding; guide implementation, timelines, and platform adoption, then hand partners off to their Partner Success Manager.
• Streamline onboarding workflows to shorten implementation timelines and accelerate partners’ time-to-value.
• Work with Product to identify and prioritize product enhancements that improve onboarding and time-to-value.
• Develop scalable onboarding processes, documentation, templates, playbooks, and best practices suited to independent schools, adapting them for higher education partners as needed.
• Collaborate with Success Operations, Sales, Product, and Partner Operations to coordinate handoffs, set expectations, and proactively address partner needs.
• Engage partners to resolve challenges, provide tailored guidance, and build trusted relationships during onboarding.
• Understand and accommodate the rhythms and needs of independent school advancement teams, including small staffs, parent and alumni donors, and the school calendar.
• Measure partner satisfaction, track onboarding metrics, gather feedback, and recommend improvements.
• Visit every school onboarded at least once during its onboarding period, whether an independent school or higher education institution.
• Build and refine onboarding workflows, knowledge bases, and training materials to support scalable implementations and improve team efficiency.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed