Onboarding Specialist I - FACTS
Core
Manage end-to-end onboarding and implementation for assigned clients from signed agreement through program launch.
Role type
Client Onboarding Specialist
Builds
Client onboarding programs and system implementations
Domain
Education technology / Financial services
Deliverable
product features
Required skills
Project coordination, Client communication, System configuration, Data collection, Documentation management, Cross-functional collaboration, Process improvement, Timeline management, Compliance verification, Training facilitation
Preferred skills
Financial services experience, Edtech experience, SaaS implementation experience, Project tracking tools proficiency
Technologies
Asana, Jira, Monday.com
Responsibilities
Own end-to-end onboarding process for assigned client groups, Conduct kickoff calls and training sessions, Coordinate data collection and system setup, Maintain onboarding project plans, Identify and resolve implementation blockers, Ensure compliance and documentation requirements, Facilitate handoff to Account Manager, Contribute to refinement of onboarding playbooks
Seniority
Mid-level, hands-on IC
