A&E Onboarding Success Advisor I
Core
Provide comprehensive onboarding support, training, and product configuration for higher education institutions adopting FACTS software.
Role type
Onboarding Success Advisor (Customer Support & Implementation)
Builds
FACTS Financial System, FACTS SIS, and related stand-alone products for K-12 and higher education institutions
Domain
Education Technology / Student Financial Services
Deliverable
product features
Required skills
Client service, product knowledge (FACTS/NBS), CRM usage, project management, data exchange coordination, online training delivery, documentation development, process analysis
Preferred skills
FACTS Financial or SIS end-user experience, 3+ years in product service or onboarding
Technologies
Microsoft Office, Web Forms, Internet, CRM systems, FACTS Financial System, FACTS SIS
Responsibilities
Support phone queue and answer product-specific inquiries; conduct online training for new institutions; verify and complete onboarding checklists; coordinate post-configuration data exchanges; contribute to training materials and process enhancements; assist with FACTS product configuration; manage institution tracking in CRM.
Seniority
Individual Contributor, mid-level