Centerfield

Onboarding Specialist

• Own the onboarding process for remote new hires across our high-volume Insurance division.
• Orchestrate Day 1 readiness, ensuring new hires have the tools, resources, and support to succeed, including delivering onboarding materials (employee handbooks, benefits info, IT equipment).
• Oversee background check processing, I-9 verifications, and ensure compliance with company policies and legal requirements.
• Partner closely with Recruiting, Training, Compliance, IT, LCC and Operations teams.
• Create and maintain employee profiles in our HRIS (UKG) and High-Volume ATS (Fountain).
• Coordinate pre-boarding tasks to ensure new hires are fully prepared for Day 1, including verifying necessary documentation (e.g., licensing, certifications).
• Support the onboarding and integration of individuals, ensuring they receive the appropriate training, resources, and compliance documentation.
• Foster positive relationships with new hires and provide guidance throughout the onboarding process, ensuring a smooth transition into the company.
• Assist as needed with offboarding logistics, ensuring all exit procedures are followed and facilitating exit surveys.
• Contribute to process improvement initiatives, compliance updates, and employee engagement programs by collaborating with the broader People Ops team.
• Various other ad hoc projects as determined by the business

Onboarding Specialist – Contract

Customer Success Manager

• Support Client Success Account Management and Leadership teams in delivering high-quality client experiences across assigned programs
• Act as a key operational and administrative partner to Account Managers, helping ensure client deliverables, requests, and communications are prioritized and executed accurately and on time
• Develop foundational knowledge of Centerfield products, services, and internal systems to support client programs and prepare for future account ownership
• Assist in managing client requests, campaign updates, and product changes by coordinating across internal teams and suppliers
• Support client reporting and invoicing processes, including data validation, adjustments, and documentation, as needed
• Help refine client profiles, program documentation, and reporting to support optimal performance and client satisfaction
• Communicate potential risks, issues, or quality concerns to Client Success leadership, Business Development, and product teams
• Participate in internal and client meetings as needed, including presentation preparation, note-taking, follow-ups, and action item tracking
• Track tasks, timelines, and deliverables to ensure consistent follow-through and accountability

Client Success Coordinator

Account Manager

• Responsible for owning a book of business comprised of multiple clients within the home services division
• Develop, know, understand, adjust, and grow client programs through the upsell/cross-sell of Centerfield products and services, and operational refinement
• Reach the assigned revenue goal for the book of business through cross-sell/upsell within fiscal year
• Serve as the lead point of contact for external partners and the primary resource for internal teams
• Develop trusted, successful relationships with all client contacts and Centerfield colleagues
• Generate internal and external success KPIs for each client program; ensure the timely delivery of all projects and tasks to aid in the realization of targets and track achievement
• Host weekly or bi-weekly meetings with clients; discuss ongoing objectives and report on key KPIs
• Host internal meetings as necessary for client projects and initiatives
• Learn and understand internal systems and aid client communication related to technical issues
• Partner with Business Development and Executive sponsors on each account as needed
• Track all tasks and projects with a full understanding of goals and the ability to provide direction
• Assist with challenging customer asks and issue escalations as needed
• Contribute material and present to client teams during partnership meetings

Account Manager, Client Success

Recruitment

• Manage the full recruitment lifecycle across corporate and sales functions—from intake to offer acceptance
• Partner with hiring managers to understand role requirements, develop sourcing strategies, and align on selection criteria
• Proactively source passive talent using platforms like LinkedIn Recruiter and other relevant tools
• Drive candidate pipeline generation across corporate functions (Marketing, Finance, HR, etc.) and high-volume sales (Insurance/Call Center)
• Screen candidates for both technical qualifications (hard skills, methodologies) and non-technical competencies (soft skills, role alignment)
• Coordinate interview scheduling, feedback loops, and offer processes in collaboration with internal teams
• Maintain and manage candidate data in ATS platforms (Ashby or Fountain) with a focus on clean reporting
• Ensure a best-in-class candidate experience through clear communication, timely updates, and transparency
• Guide hiring managers on recruiting best practices, labor market trends, and compensation alignment
• Support process improvement and innovation within the broader Talent team
• Monitor and report on recruiting metrics and progress toward hiring goals

Contract Recruiter

Data Engineer

• Build and maintain data pipelines and ETL processes across internal and external data sources
• Design, optimize, and manage databases and data warehouses (e.g., BigQuery, Snowflake, Redshift)
• Develop and automate reporting dashboards (Looker, Tableau, Power BI, or similar)
• Partner with marketing, product, and operations teams to define KPIs and provide insight into performance metrics
• Conduct deep-dive analyses to identify trends, patterns, and opportunities for optimization
• Ensure data quality, integrity, and consistency across all systems
• Support forecasting, modeling, and budget tracking with data-driven insights

Senior Data Engineer

• Partner closely with Operations and Sales leadership to forecast, design, and execute mass-market acquisition strategies necessary to secure hundreds of 1099 Agents monthly, directly tied to business volume needs.
• Oversee and continuously optimize the high-volume agent funnel to maximize conversion rates from lead to activated contractor. Focus on reducing Cost Per Agent Activated (CPA) and Time to Activation (TTA).
• Coordinate with Marketing and Performance teams to design, manage, and scale talent attraction campaigns (e.g., paid media, affiliate programs, referrals) that treat agents as leads.
• Ensure all acquisition, vetting, and onboarding processes strictly adhere to IRS 1099 Independent Contractor classification guidelines to eliminate co-employment risk.
• Manage and optimize recruiting technology/systems (including Fountain ATS) for speed, compliance checks, and mass communication/onboarding of agents.
• Track and analyze key performance indicators (KPIs) such as CPA, TTA, Funnel Conversion Rates, and Agent 30/60/90-day retention/performance to guide strategic investment.
• Manage vendor and affiliate relationships (job boards, lead generation partners, background checks) to ensure massive volume, quality, and return on investment (ROI).
• Mentor and direct a team of recruiters/sourcers, shifting their focus from traditional W-2 "candidate experience" to a fast, self-service "agent onboarding" experience.

Recruiting Manager

Analyst

• Proactively manage and evolve our partner pricing approach to ensure competitiveness and profitability.
• Enhance processes and systems that differentiate our partner offering in key verticals.
• Identify and execute opportunities to increase profitability within the Affiliate Channel.
• Oversee setup, configuration, and maintenance of affiliate platforms (Everflow, Impact, PartnerStack, etc.).
• Ensure accurate tracking implementation and resolve any discrepancies across systems.
• Support new partner and offer launches, ensuring smooth integrations and efficient execution.
• Use historical data to build realistic revenue and volume projections for new and existing partners.
• Support AOP and quarterly planning with accurate forecasting and performance insights.
• Model expected affiliate performance to guide leadership decisions on budget and growth initiatives.
• Own all reporting related to affiliate performance, payouts, revenue, and margins.
• Develop dashboards that highlight traffic volume, conversion rates, quality metrics, and profitability.
• Ensure data integrity and communicate key insights clearly to partnership managers and stakeholders.
• Partner with finance, product, and partnership teams to ensure accurate affiliate payouts.
• Monitor margins regularly and proactively flag issues such as overpayment or traffic anomalies.
• Maintain profitability by tracking trends and identifying optimization opportunities.
• Act as the operational “glue” connecting partnerships, finance, and product teams.
• Standardize workflows and create process efficiencies to enable partnership managers to focus on strategic growth.

Partner Optimization Analyst

• Manage an individual book of business consisting of our top strategic accounts, with an emphasis on building long-term relationships and account growth
• Identify and implement opportunities for cross-selling and new business within the existing customer base
• Ensure timely delivery and communication according to the customer's needs and objectives
• Ensure customer retention and prevention of churn across the customer base
• Track various KPIs and performance metrics
• Become a go-to expert on our product offerings, platform, and processes