Student Onboarding Representative

Job Title: Student Onboarding Representative

Employment Type: Full Time, 40 hours/week

Reports to Tuition Support Manager

FLSA Status: Exempt

Who We Are

LIFE SURGE is a leading company in the industry of faith-based live events and financial education programs. One of the fastest growing organizations in the country, LIFE SURGE exists to inspire, transform and equip people to build their personal impact in ways that glorify God. By annually producing 20 events and providing financial education to thousands around the nation, we do just that.

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate one another, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company!

Opportunity

The Student Onboarding Representative plays a critical role in ensuring a high-quality experience for new students by guiding them through the onboarding process with clarity, care, and urgency. This is not a customer service role—it’s an action-based, sales-minded position focused on setting expectations, collecting tuition, and reinforcing program value from day one.

As a member of the newly combined Tuition Onboarding Team, you will be the first point of personal contact for students after their initial purchase. You’ll lead calls, confirm important logistics, and create momentum that drives attendance, tuition compliance, and overall retention.

Responsibilities

• Student Engagement: Conduct onboarding welcome calls with clarity, professionalism, and confidence
• Process Leadership: Walk students through their portal, webinar schedule, tuition status, and coaching appointments
• Sales-Minded Communication: Build value in attending both core and bonus classes, positioning the program benefits effectively
• Tuition Action Planning: Set expectations for tuition timelines and outcomes; collect payments when applicable
• Schedule Optimization: Coordinate Level 2 calls, Momentum attendance, and finance interactions (e.g. Copper Rock)
• CRM & Workflow Management: Accurately update and track progress in platforms like Monday.com, HubSpot, Calendly, and Make.com
• Objection Handling: Address hesitation or cancellation concerns using internal scripts and de-escalation strategies
• Team Collaboration: Contribute to a high-performance culture with daily goals, ownership, and peer accountability
• Follow-Up & Support: Set clear next steps and be available for questions or escalation support as needed
  
  

Qualifications

• Strong communication and phone presence with the ability to lead conversations
• Experience in customer-facing roles, ideally sales, enrollment, or education-based
• Comfortable using modern CRM and workflow tools (HubSpot, Monday.com, etc.)
• Self-motivated and thrives in a competitive, performance-driven environment
• Detail-oriented with excellent follow-through
• Faith-driven and aligned with Christian values
• Experience with financial education or coaching (preferred but not required)
  
  

Benefits

• Health, Dental, Vision, Life, Holiday and Paid Time Off.
• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.
• High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment.
  
  

LIFE SURGE is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.