Onboarding Specialist (SaaS)

Location: Remote-first and based in the United States; attendance at multiple company-wide and team-specific onsites throughout the year is expected.

Company

hirify.global provides a fundraising platform for nonprofit educational institutions, serving colleges, universities, K-12 schools, and independent schools.

What you will do

• Own onboarding for a cohort of schools, primarily independent schools, serving as the main partner contact through implementation, platform adoption, and handoff to Partner Success.
• Streamline workflows and shorten implementation timelines to accelerate partner time-to-value.
• Build scalable onboarding playbooks, documentation, templates, best practices, knowledge bases, and training materials.
• Collaborate with Success Operations, Sales, Product, Partner Operations, and Partner Success on handoffs, expectations, partner needs, and product improvements.
• Track onboarding metrics, gather feedback, improve partner satisfaction, and deliver tailored guidance.
• Visit every onboarded school at least once during its onboarding period and develop in-person partner engagement.

Requirements

• Experience working with independent schools in advancement, school operations, or as a vendor or partner; higher education experience is a plus.
• Experience implementing software solutions for customers in a SaaS environment.
• Familiarity with onboarding tools such as Vitally, Monday.com, or Smartsheet, or CRMs such as Salesforce.
• Strong technical skills, including comfort with integrations and APIs and troubleshooting implementation issues.
• Experience building, documenting, and refining workflows and scalable systems from the ground up.
• Proven ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams.
• Ability to manage onboarding projects with structured processes, clear timelines, measurable milestones, and urgency.
• Partner-centric communication, empathy, proactive problem-solving, ownership, accountability, adaptability, experimentation, and a continuous-improvement mindset.
• Ability to drive results independently and collaboratively in a lean, high-performing team.

Nice to have

• Familiarity with Blackbaud Raiser’s Edge NXT or Veracross.
• Direct experience in independent school advancement or development.
• Exposure to EdTech or fundraising workflows across independent schools, K-12, and higher education.

Culture & Benefits

• Remote-first work with team members working from anywhere in the United States.
• Access to an office in Washington, DC, with company-wide and team-specific onsites, partner visits, and retreats.
• Purpose-driven, inclusive environment focused on support, learning, and diversity.
• Lean, high-performing team with opportunities to build a first-of-its-kind onboarding function and have significant impact.

Hiring process

• Monitor spam and promotions folders for application-related emails.
• Candidates who do not meet every requirement are encouraged to apply.