Onboarding Specialist
New
G
GiveCampusEducation fundraising
This is a remote-first role based in the U.S.Full-Time
Salary not disclosed
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Job Details
- Required Skills
- SalesforceRESTful APIs
Requirements
- Experience working with independent schools, such as in advancement, school operations, or as a vendor or partner; this is strongly preferred.
- Experience implementing software solutions for customers in a SaaS environment.
- Familiarity with partner onboarding tools such as Vitally, Monday.com, or Smartsheet, or CRMs such as Salesforce.
- Strong technical skills, including comfort navigating integrations and APIs and troubleshooting implementation issues.
- Experience building, documenting, and refining workflows and scalable systems.
- Ability to develop onboarding playbooks, knowledge bases, or training materials for scaled implementations.
- Ability to manage onboarding projects with structured processes, timelines, and measurable milestones.
- Ability to identify inefficiencies and implement repeatable process improvements.
- Ability to work independently and collaboratively within a lean team.
- Experience with higher education is a plus.
- Familiarity with independent-school systems such as Blackbaud Raiser’s Edge NXT or Veracross is a plus.
- Direct experience in independent-school advancement or development, or exposure to EdTech or fundraising workflows across independent schools, K-12, and higher education, is a bonus.
Responsibilities
- Guide primarily independent-school partners through implementation, timelines, and platform adoption, then hand them off to their Partner Success Manager.
- Streamline onboarding workflows to shorten implementation timelines and accelerate partner time-to-value.
- Work with Product to identify and prioritize enhancements that improve onboarding and time-to-value.
- Develop scalable onboarding processes, documentation, templates, and best practices for independent schools, adapting them for higher education partners as needed.
- Coordinate with Success Operations, Sales, Product, and Partner Operations to ensure smooth handoffs and clear expectations.
- Engage partners, resolve challenges, provide tailored guidance, and build trusted relationships during onboarding.
- Visit every school during its onboarding period, whether an independent school or higher education institution.
- Track onboarding metrics, gather partner feedback, and recommend improvements.
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