Onboarding Specialist

United States. Posted 7 days ago

The role

You will speed up onboarding for a cohort of schools, primarily independent schools. You will serve as the main point of contact to guide partners through implementation, timelines, and platform adoption.

What you will do

Serve as the main point of contact for partners during onboarding.
Guide partners through implementation, timelines, and platform adoption.
Streamline onboarding workflows to shorten implementation timelines.
Work with Product to identify and prioritize product enhancements.
Develop scalable processes, onboarding documentation, templates, and best practices.
Collaborate with Success Operations, Sales, Product, and Partner Operations.
Engage with partners to solve challenges and build relationships.
Track key onboarding metrics and gather partner feedback.
Pioneer in-person touchpoints by visiting every school onboarded.

Required qualifications

Experience implementing software solutions for customers in a SaaS environment.
Familiarity with partner onboarding tools (e.g., Vitally, Monday.com, Smartsheet) or CRMs like Salesforce.
Strong technical skills, including comfort navigating integrations and APIs and troubleshooting implementation issues.
Experience building systems from the ground up, including developing, documenting, and refining workflows.
Ability to manage onboarding projects with structured processes, clear timelines, and measurable milestones.
Track record of taking full ownership of outcomes.
Fast-paced, results-driven approach.
Commitment to excellence in every detail.
Ability to drive results both independently and collaboratively within a lean, high-performing team.

Nice to have

Experience working with independent schools in advancement, school operations, or as a vendor or partner.
Experience with higher education.
Familiarity with systems common in independent schools, such as Blackbaud Raiser’s Edge NXT or Veracross.
Direct experience in independent school advancement or development, or exposure to EdTech or fundraising workflows across independent schools, K-12, and higher education.

About the company

GiveCampus is a fundraising platform for non-profit educational institutions. The team is located in 30+ states across the US and works remotely.