Onboarding Specialist

• Consult homeowners on vacation rental best practices for providing 5-star guest experiences and the impact guest reviews have on revenue generation
• Build a strong and strategic relationship with the owner and Evolve
• Respond to homeowners’ inquiries, requests, and needs via phone, email, and text promptly in high-quality touchpoints and hold yourself accountable for the quality and timeliness of your deliverables to ensure strong client relations and partner success
• Onboard and manage a continually moving pipeline of new owner partners from the point of signing up through activation
• Utilize internal dashboards and resources to analyze market-specific data to set realistic expectations for performance and distill information for the owner
• Responsible for making independent and critical business decisions in Evolve's best interest. These decisions may be related to profitability, ROI, or partnership readiness with the property and owner.
• Collect relevant property details and utilize Evolve tools and resources to ensure brand standards and expectations are met
• Research, diagnose, and recommend solutions to scenarios or problems that are varied but similar by utilizing resources and adapting solutions for specific situations
• Maintain adherence to team and company standard operating procedure (SOP) while meeting performance and behavior expectations
• Hold yourself accountable for measuring and meeting predefined performance objectives

Customer Onboarding Consultant

• Post and manage job openings on the company careers page and external job boards to support hiring needs for core staff and as assigned for projects.
• Serve as a primary point of contact for candidates throughout the recruitment process, ensuring a positive candidate experience through timely communication, follow-up, and guidance.
• Assist with coordinating and scheduling interviews between candidates, hiring managers, and interview teams, managing calendars and logistics for core staff and as assigned for projects.
• Partner closely with hiring managers to facilitate a smooth and efficient hiring process, ensuring alignment, timely decision-making, and adherence to established hiring procedures.
• Provide administrative support to hiring managers by maintaining and sharing templates, addressing FAQs, and helping align expectations around timelines, candidate experience, and process updates.
• Utilize standardized communication templates, including application confirmations, interview invitations, rejection notices, and offer letters.
• Maintain and update employee records, files, and documentation to ensure accuracy and compliance.
• Serve as a point of contact for candidates and internal stakeholders, responding to general HR and recruiting-related inquiries while also escalating compliance concerns.
• Perform other duties as assigned.

Onboarding Coordinator

• Serve as the primary point of contact for all new hires from offer acceptance through role integration
• Schedule, coordinate, and facilitate new hire orientation sessions
• Deliver onboarding content across BMO standards, company culture, tools, and processes
• Coordinate with HR, IT, and functional leaders to ensure new hire equipment, access, and pre-start logistics are completed on time
• Manage onboarding checklists, timelines, and follow-through tasks for each new hire cohort
• Assist the Onboarding & Training Specialist in updating and maintaining onboarding materials
• Track and document onboarding milestone completion, participation records, and new hire progress
• Provide general administrative support to the BMO team as needed

• Act as the single point of ownership for international onboarding activities related to new Tech Sourcing opportunities.
• Own and maintain the international onboarding framework, including processes, tools, and governance across pre‑sales, onboarding, transition.
• Advise Sales teams & ISP’s during the business intake and onboarding process on delivery capability, service models, and solution options with service design and transition if applicable (SD&T).
• Assess customer requirements against standard Global TechSourcing services, identifying non‑standard requests, risks, and operational or financial impacts.
• Review and approve service and transition design documentation where documentation does not exist, design and document fit‑for‑purpose operational solutions.
• Develop and maintain supporting documentation (e.g., how-to guides and customer-specific process instructions) in partnership with Service Design & Transition (SD&T) to enable consistent execution by global delivery teams.
• Proactively recommend innovative, efficient, and scalable solutions that improve productivity and leverage available tooling, service provider capabilities, and internal policies.
• Support the onboarding across US/CA, particularly for service extensions or where a dedicated SD&T is not assigned.
• Lead and coordinate cross‑functional, geographically dispersed teams to achieve successful onboarding outcomes.
• Build and maintain strong working relationships with international stakeholders, including Business Enablement, Service Design, Transition, and Delivery teams.
• Partner with Global TechSourcing and regional teams to ensure awareness of upcoming opportunities, confirm resource readiness, and support successful delivery planning.
• Promote an automation‑first and digital‑enablement mindset across onboarding and service delivery activities.
• Contribute to continuous improvement initiatives that enhance onboarding efficiency, service quality, and customer experience.
• Provide operational guidance and oversight for complex TechSourcing engagements, often involving integrated Professional Services.
• Support the development and execution of service improvement plans and the continued evolution of international services.
• Develop and maintain a strong understanding of the organization’s international delivery capabilities, including global service providers and solution offerings.
• Clearly articulate international service capabilities to internal teams and stakeholders to support confident and informed decision‑making.

International Onboarding Specialist

• Coordinates employment requirements, including background checks and drug screenings
• Serves as a primary point of contact for new hires, providing support and guidance throughout the onboarding process
• Communicates regularly with the recruiter and other stakeholders to ensure alignment and transparency in the onboarding process
• Addresses any concerns or issues raised by new hires in a timely and professional manner
• Partners with credentialing to monitor the locum’s progress
• Initiates the new hire process for candidates and conducts welcome phone calls
• Updates and maintains onboarding data within ATS software
• Serves as a liaison between recruiters, clients, and candidates
• Escalates hiring issues or start delays to the appropriate party
• Handles details of confidential and critical nature

Clinical Onboarding Coordinator

• Manage the onboarding lifecycle from kickoff to activation.
• Guide customers through platform setup, integrations, and program configuration.
• Deliver onboarding sessions and training to clients.
• Ensure customers follow best practices for successful program setup.
• Identify and resolve common onboarding challenges.
• Maintain project timelines and ensure milestone completion.
• Collaborate with internal teams, including Integration Engineering, Sales, and Customer Success.
• Leverage onboarding playbooks, templates, and scalable resources.
• Track onboarding progress and communicate status to stakeholders.

Onboarding Manager

• Respond to customer inquiries via chat, email, and video calls
• Troubleshoot issues and provide timely, thoughtful solutions
• Escalate product bugs or complex issues to the appropriate internal teams
• Maintain high customer satisfaction and response time standards
• Lead new customer onboarding and implementation
• Conduct product training sessions for venue teams
• Ensure successful setup of accounts, workflows, and integrations
• Guide customers to early wins and product adoption

Customer Onboarding Specialist

• Personally lead onboarding for strategic accounts — RIAs, broker-dealers, and private wealth firms — delivering white-glove experiences that accelerate time-to-value and drive long-term retention
• Build and own the onboarding strategy: define the post-sale journey, white-glove service model, tiering framework, and success milestones from kickoff through full adoption
• Develop the onboarding infrastructure — playbooks, training assets, in-product resources, client-facing documentation, and scalable frameworks — that enable Onboarding Specialists to execute consistently without reinventing the wheel on every engagement
• Manage and develop the Onboarding team, providing coaching, clear ownership, and a structure that scales as the team and client base grows
• Partner with Sales to ensure strategic accounts are handed off with full context — and that the transition from close to onboarding feels seamless to the client
• Collaborate cross-functionally with Product, Customer Success, and Support to surface onboarding friction, advocate for in-product improvements, and reduce time-to-value across the client base
• Identify opportunities to build self-service and scalable onboarding experiences — so the team can continue to deliver quality as volume grows without proportional headcount increases
• Define and track onboarding KPIs: time-to-value, activation rates, onboarding completion rates, and early retention indicators — and use that data to continuously improve the program

See all jobs on JobTailor

Customer Onboarding Consultant

Onboarding Coordinator

Onboarding Coordinator

International Onboarding Specialist

Clinical Onboarding Coordinator

Onboarding Manager

Customer Onboarding Specialist

Strategic Accounts Onboarding Manager