CareerPlan

Onboarding Specialist

United States- RemoteRemoteFull-time2026-11-06 → 2026-11-10
Hybrid

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