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Nelnet
Nelnet
5,001 – 10,000 Employees
H1B Visa SponsorConsultingHealthcareLogistics
Nelnet is a diversified services company working across consulting, healthcare, logistics, education, government, finance, and technology. Its capabilities include government and consumer services, federal student loan servicing, business process outsourcing, contact center operations, back-office processing, payment technology, data analytics, artificial intelligence, custom software development, digital accessibility, and information security. The company also supports education services and renewable-energy initiatives, including tax equity funding and solar installations, with an emphasis on operational effectiveness, accessible service delivery, and community partnerships.
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Financial Onboarding Success Advisor I — United States Remote

Guide schools through adoption of Nelnet’s FACTS education payment products. Deliver training, product support, configuration assistance, and coordinated transitions.

USUnited StatesRemoteFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Support institutions implementing FACTS products and services
  • Follow up with institutions on established training plans
  • Provide phone support through the Onboarding queue and back up other FACTS areas as needed
  • Partner with FACTS Operations and Sales to improve customer experience and satisfaction
  • Verify and complete the Onboarding Checklist
  • Coordinate post-configuration data exchanges with clients and their information systems
  • Ensure smooth handoffs from Onboarding to other FACTS Operations teams
  • Deliver online training for new institutions and new contacts at existing institutions
  • Create, maintain, and improve documentation and training materials
  • Recommend and analyze process and product enhancements
  • Answer product-specific questions or direct inquiries to appropriate resources
  • Support the FACTS Onboarding Configuration Team with product setup and configuration
  • Manage the technical and operational aspects of NBS product onboarding
  • Submit monthly activity reports to the Team Leader
  • Maintain institution records in the CRM and other internal systems for audit purposes

Requirements

  • An associate degree in a related field is required; a bachelor’s degree is preferred
  • Three years of product service or onboarding experience is preferred
  • Experience delivering excellent customer service
  • Working knowledge of FACTS/NBS Financial, SIS, and applicable standalone products
  • Ability to quickly learn concepts and apply new product knowledge
  • Strong written, verbal, interpersonal, communication, and presentation skills
  • Ability to discuss sensitive issues constructively
  • Strong attention to detail and creative problem-solving ability
  • Ability to collaborate effectively and build rapport with coworkers
  • Excellent customer service skills, including the ability to instruct others in computer applications and services
  • Strong computer proficiency with Microsoft Office, Web Forms, and the internet
  • Ability to work in a fast-paced environment, manage stress, adapt to change, and meet deadlines
  • Positive, proactive attitude with the initiative to complete tasks independently
  • Excellent organizational and time-management skills
  • Ability to follow direction from multiple sources and prioritize effectively

Benefits

  • Medical, dental, and vision insurance
  • Health savings account and flexible spending account
  • Generous earned time off
  • 401(k) plan and student loan repayment
  • Life insurance and accidental death and dismemberment insurance
  • Employee assistance program
  • Employee stock purchase program
  • Tuition reimbursement
  • Performance-based incentive pay
  • Short- and long-term disability coverage
  • Comprehensive wellness program

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