Givecampus Onboarding Specialist responsible for managing onboarding process for independent schools to accelerate platform adoption and time-to-value. Develops scalable playbooks and collaborates with Product to improve onboarding experience.
Responsibilities
Own the Onboarding Process: Serve as the main point of contact for partners, primarily independent schools, during onboarding. Guide them through implementation, timelines, and platform adoption, then thoughtfully hand them off to their Partner Success Manager.
Accelerate Time-to-Value: Streamline onboarding workflows to shorten implementation timelines and help partners see value from GiveCampus faster. Work closely with Product to identify and prioritize product enhancements that would improve the onboarding experience and time-to-value.
Create Repeatable Playbooks: Develop scalable processes, onboarding documentation, templates, and best practices built around the needs of independent schools. Adapt them for higher education partners as needed to make onboarding and the Partner Success team more efficient.
Ensure Alignment Across Teams: As part of the Partner Success team, collaborate with Success Operations, Sales, Product, and Partner Operations to ensure smooth handoffs, set clear expectations, and address partner needs proactively.
Deliver a Best-in-Class Experience: Engage actively with partners to solve challenges, provide tailored guidance, and build trusted relationships during the critical onboarding phase. Measure their satisfaction and keep raising it over time. You should understand the unique rhythms of independent school advancement teams, including small staffs, a mix of parent and alumni donors, and the school calendar.
Measure and Improve Success: Track key onboarding metrics, gather partner feedback, and recommend improvements that enhance the onboarding experience and drive partner satisfaction.
On-site Partner Engagement: Pioneer in-person touchpoints in the onboarding experience. This is a new part of our approach, meant to deepen partner relationships and accelerate time-to-value. Every school you onboard, whether an independent school or a higher education institution, should get at least one visit from you during its onboarding period.
What we are looking for:
Independent School Experience: Experience working with independent schools, whether in advancement, school operations, or as a vendor or partner to independent schools. Because independent schools will make up most of your work, this is strongly preferred. Experience with higher education is a plus.
Software Implementation Expertise: Experience implementing software solutions for customers in a SaaS environment.
Proficiency with Onboarding Tools: Familiarity with partner onboarding tools (e.g., Vitally, Monday.com, Smartsheet) or CRMs like Salesforce. Familiarity with systems common in independent schools, such as Blackbaud Raiser’s Edge NXT or Veracross, is a plus.
Technical Aptitude: Strong technical skills, including comfort navigating integrations and APIs and troubleshooting implementation issues.
Qualification
At GiveCampus
Preferred
Direct experience in independent school advancement or development, or exposure to EdTech or fundraising workflows across independent schools, K-12, and higher education.
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At GiveCampus, we value diversity and we pledge to foster an environment of support, inclusivity, and learning, both on the job and throughout the application process. In this spirit, we encourage candidates of all backgrounds to apply.
GiveCampus is an Equal Opportunity Employer. Applicants and employees are not discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.
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