Fast Facts

The Transfer Navigator is a temporary position responsible for supporting prospective learners in their exploration of Sophia courses for college credit, aiding them through the credit transfer process and advising on course selection based on their educational goals.

Responsibilities: Engage with learners to advise on course selection, assist with transfer credit approval processes, and develop scalable systems and documentation for improved guidance.

Skills: Proficiency in advising, research on academic policies, CRM systems, and excellent communication skills.

Qualifications: Bachelor's degree in a related field and 2+ years in academic advising or student support; familiarity with credit transfer processes preferred.

Location: United States of America

Compensation: $54400 - $81900 / Annually

** This role is temporary **

As a Transfer Navigator, you will play a critical role in supporting prospective learners as they explore opportunities to take Sophia courses for college credit. You will provide personalized, accurate, and timely guidance about how Sophia Learning’s offerings align with their educational goals and how to successfully navigate the credit transfer process at their home institutions. This role bridges the gap between Sophia’s academic offerings and institutional transfer policies to help students make informed, confident decisions.

This position is ideal for someone who thrives in ambiguity, embraces a start-up mentality, and is eager to build systems and processes from the ground up. You’ll play a key part in shaping a scalable, learner-centric experience in a rapidly evolving educational landscape.

Essential Duties and Responsibilities:

Learner Support & Advising 

Engage with prospective and active learners through various communication channels (email, chat, phone, video) to advise on course selection and transfer eligibility. 

Understand and communicate Sophia’s course structure, credit recommendation process, and partnerships with higher education institutions. 

• Help learners assess how Sophia courses may fit into their degree programs and meet specific academic or transfer requirements. 

Transfer Guidance 

Assist learners in navigating their home institution’s transfer credit approval process, including understanding articulation agreements, credit equivalencies, and documentation needs. 

Provide guidance on obtaining pre-approval from academic advisors or registrars at home institutions. 

• Maintain up-to-date knowledge of transfer policies and practices across a range of partner and non-partner institutions. 

System Development & Collaboration 

Develop and iterate on scalable systems, processes, and tools that improve the transfer guidance experience for learners. 

• Contribute to internal documentation, knowledge bases, and decision trees to support clarity in complex or novel situations. 
• Collaborate with internal teams (e.g., Learner Support, Partner Success, Product) to ensure accurate and learner-centric information is shared. 
• Track learner inquiries, outcomes, and trends using CRM systems and other tools to ensure a high level of service. 

Job Skills:

Advising & Counseling: Ability to support and coach learners through complex academic decisions with empathy and accuracy. 

Research & Interpretation: Skilled in analyzing transfer policies, course catalogs, and institutional guidelines to provide tailored guidance. 

 Process Development: Experience creating scalable workflows, documentation, and decision-support tools in dynamic environments. 

CRM & Data Management: Proficiency with customer relationship management (CRM) systems such as Salesforce, Zendesk, or similar platforms. 

Communication Tools: Comfortable using tools like Microsoft Teams and email platforms for synchronous and asynchronous learner support. 

Knowledge Management: Ability to organize and maintain internal knowledge bases or learner-facing FAQ systems. 

Project Management: Strong time management, prioritization, and task coordination skills to support multiple learners and initiatives simultaneously. 

Tech Savvy: Quick to learn new software platforms and tools that enhance learner experience and team operations. 

Documentation: Competent in drafting learner resources, guides, and templates that support independent navigation of credit transfer steps. 

Work Experience:

2+ years of experience in academic advising, admissions, transfer services, or student support. 

Familiarity with college credit transfer processes and general education curriculum. 

Strong interpersonal, written, and verbal communication skills. 

Empathetic and solution-oriented approach to supporting learners of diverse backgrounds. 

Demonstrated ability to work in unstructured environments and build processes from scratch. 

Experience in online or adult education environments (Preferred)

Understanding of credit recommendation services such as ACE (Preferred)

Education:

Bachelor’s degree in education, counseling, communications, or a related field.

Other:

Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as Account Executives (25 - 50%), senior leaders (10 – 20%) or Capella Core Faculty (5 – 10%). 

Ability to work onsite in Corporate or Campus location (in a typical office environment) may be required based on role. If so, this would include being mobile within the office, including movement from floor-to-floor using elevators or stairs.

If offsite or hybrid role, must have access to work in setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

Faculty and Federal Work Study roles require access to work in setting which enables meeting all requirements of the role (including computer, privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

This role may require lifting, however reasonable accommodations will be provided in accordance with our ADA policies.

Must be able to meet critical thinking and problem solving aspects aligned to job duties, as well as effectively communicating with co-workers.

Must be able to work more than 40 hours per week when business needs warrant. Accommodations related to schedule may be considered. 

Able to access information using a computer.

Other essential functions and marginal job functions are subject to modification.

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SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable.

Careers - Our Benefits, Strategic Education, Inc

SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below.

$54,500.00 - $81,900.00 - Salary

If you require a reasonable accommodation to complete our application process, please contact our Human Resources Department at [email protected].