Onboarding Specialist I - FACTS
$52,000–$52,000 year
RemoteUnited States or Lincoln, Nebraska, United States
Job Summary
Own the end-to-end onboarding process for assigned clients 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 while maintaining an accurate project plan. Identify and resolve implementation blockers, escalating to managers when needed to ensure all compliance requirements are met prior to launch. Facilitate a structured handoff to the assigned Account Manager upon program go-live and contribute to refining onboarding playbooks and training materials as the program scales. This role requires 2–4 years of experience in client implementation or project coordination and offers a hybrid work option for those living within 30 miles of the Lincoln, Nebraska office.
Required Qualifications
- Bachelor's degree in Business Administration, Project Management, Operations, Communications, or a related field
- 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
- Experience in financial services, edtech, or SaaS implementation
- Familiarity with project tracking tools (Asana, Jira, Monday.com, or similar)
Desired Qualifications
- Bachelor's degree in Business Administration, Project Management, Operations, Communications, or a related field preferred
- 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
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