Partner Onboarding Specialist

Kaplan

2d • Remote

About The Position

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work. The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them. The Onboarding Specialist plays a critical role in ensuring new partners and customers experience a positive, high-value journey from initial discovery through successful launch. This role works closely with both internal teams and clients, managing the process of client enablement while also being a client advocate and technical resource. The ideal candidate is detail-oriented, proactive, and passionate about providing exceptional client experiences.

Requirements

• Associate's Degree required, Bachelor's Degree preferred
• Minimum 2 years of related experience
• Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients.
• Detail-oriented with excellent organizational and time management skills, with the ability to successfully facilitate multiple projects simultaneously.
• Ability to work collaboratively with cross-functional teams, prioritize effectively, and approach tasks with a solutions-oriented mindset.
• Customer-centric mindset with a focus on delivering exceptional service and value to clients.
• Proven success evaluating situations and problem-solving, while maintaining a positive attitude despite changing demands and project ambiguity at times.

Responsibilities

• Establish trust and rapport with new clients, understanding their unique needs and ensuring a positive first impression.
• Collect and review all necessary client documentation, contracts, and materials to initiate onboarding and ensure regulatory compliance.
• Guide new clients through the onboarding process, including initial needs assessment, solution customization, system configuration, and go-live support, collaborating with internal product and service teams.
• Maintain regular communication with clients, providing updates, addressing questions or concerns, and managing expectations throughout the onboarding process.
• Work closely with internal teams (sales, implementations, product, customer engagement, etc.) to ensure a smooth client journey and resolve any issues, escalating complex concerns as needed.
• Conduct quality checks, monitor progress, and identify opportunities for process improvements in client onboarding activities.
• Facilitate a seamless transition of clients to the Customer Engagement team, providing ongoing support and assisting with product/service training and best practices.

Benefits

• Remote work provides a flexible work/life balance
• Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
• Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
• Comprehensive health benefits new hire eligibility starts on day 1 of employment
• Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree