Onboarding Specialist
Core
Lead the onboarding process for independent schools and higher education institutions to accelerate time-to-value and ensure platform adoption.
Role type
Senior Onboarding Specialist (Partner Success)
Builds
Scalable onboarding playbooks, documentation, and processes for a SaaS fundraising platform.
Domain
EdTech / Non-profit fundraising
Required skills
Independent school experience, Software implementation expertise, Onboarding tools proficiency, Technical aptitude, Process builder experience, Project management expertise
Preferred skills
Higher education experience, Familiarity with Blackbaud Raiser's Edge NXT or Veracross, Experience with Salesforce or CRMs
Technologies
Vitally, Monday.com, Smartsheet, Salesforce, Blackbaud Raiser's Edge NXT, Veracross
Responsibilities
Serve as main point of contact for partner onboarding, streamline workflows to shorten implementation timelines, develop scalable onboarding playbooks, collaborate with cross-functional teams, conduct in-person on-site visits for partners, track onboarding metrics and gather feedback.
Seniority
Senior, hands-on IC