Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary liaison for mainly independent-school partners during their onboarding process.

• Assist partners in navigating implementation, timelines, and platform integration.

• Transition partners smoothly to their Partner Success Manager.

• Optimize onboarding workflows to reduce implementation timelines and enhance time-to-value.

• Collaborate with the Product team to identify and prioritize enhancements that improve onboarding.

• Create scalable processes, onboarding documentation, templates, and best practices.

• Modify onboarding materials for higher education partners as necessary.

• Work together with Success Operations, Sales, Product, and Partner Operations teams.

• Ensure seamless transitions, set clear expectations, and proactively address partner needs.

• Tackle partner challenges, offer customized guidance, and cultivate trusted relationships.

• Assess partner satisfaction and drive improvements over time.

• Monitor onboarding metrics and collect partner feedback.

• Suggest enhancements to elevate onboarding and partner satisfaction.

• Lead in-person onboarding touchpoints.

• Visit each school at least once during its onboarding phase.

⛳️ Requirements

• Background in working with independent schools, whether in advancement, school operations, or as a vendor or partner (strongly preferred).

• Experience in higher education is advantageous.

• Proven experience in implementing software solutions for clients in a SaaS environment.

• Knowledge of partner onboarding tools such as Vitally, Monday.com, or Smartsheet, or CRMs like Salesforce.

• Familiarity with Blackbaud Raiser’s Edge NXT or Veracross is a plus.

• Strong technical skills, including the ability to navigate integrations and APIs and troubleshoot implementation issues.

• Experience in building systems from scratch, including the development, documentation, and refinement of workflows.

• Proven history of creating onboarding playbooks, knowledge bases, or training materials for scaled implementations.

• Capability to embrace uncertainty, pilot new processes, and iterate swiftly.

• Demonstrated ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams.

• Skilled in managing onboarding projects with structured processes, defined timelines, and measurable milestones.

• Track record of taking full responsibility for results and meeting commitments.

• Fast-paced, results-oriented mindset.

• Commitment to excellence and ongoing improvement.

• Ability to drive outcomes both independently and collaboratively within a lean team.

• Willingness to travel to visit every school during its onboarding period.

🏝️ Benefits

• Team members have the flexibility to work from any location within the U.S.

• Access to the Washington, DC office whenever needed.

• Regular team gatherings.

• Company-wide and team-specific onsite events throughout the year.

• Visits to partner institutions.

• Retreats held in various locations.

• Supportive, inclusive, and learning-centered workplace culture.

• Opportunities for professional learning and development on the job.

• Commitment to being an equal opportunity employer.