Onboarding Configuration Specialist I
Core
Primary point of contact for client onboarding, configuring FACTS products, coordinating data exchanges, and conducting training for higher education institutions.
Role type
Onboarding Configuration Specialist
Builds
FACTS product configurations and client onboarding workflows
Domain
Education technology / Student financial services
Deliverable
product features
Required skills
Client onboarding, product configuration, data exchange coordination, training program development, CRM management, product documentation
Preferred skills
Associate degree, 3 years product service/onboarding experience, knowledge of FACTS/NBS Financial and SIS products
Technologies
Microsoft Office, Web Forms, Internet, CRM systems, FACTS Financial System, FACTS SIS
Responsibilities
Contact institutions to establish onboarding timelines, verify and complete onboarding checklists, setup and configure FACTS products, coordinate data exchanges with clients, conduct online training for new institutions, contribute to training materials, provide phone support and backup for FACTS Operations, maintain institution tracking in CRM.
Seniority
Individual Contributor, mid-level