Onboarding Specialist

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Client Success Onboarding Specialist

• The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
• Interact with clients in verbal and written form.
• Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Work is generally independent and self-directed with little guidance required.

Wholesale Payments Client Onboarding Advisor

• Serve as a primary point of contact for clients throughout the onboarding journey
• Build trusted relationships with HNW/UHNW clients through proactive communication
• Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
• Guide clients through onboarding requirements and provide timely updates
• Review onboarding documentation for completeness, accuracy, and regulatory readiness
• Support process improvement initiatives focused on enhancing onboarding efficiency

Client Onboarding Associate

• Conduct vendor sourcing and onboarding, provide introductory training and process administrative updates to vendor information.
• Conduct high volume of prospective vendor screens and intake interviews as part of the sourcing strategy.
• Collaborate with Renovation, Turns, Service teams to ensure overall vendor sourcing and onboarding requests are completed.
• Issue Master Service Agreements and negotiate redline requests from vendors prior to submitting to Legal for approval.
• Maintain Vendor profile in Salesforce and provide weekly reporting to leadership identifying process status.
• Utilize score carding, metrics and reporting to suggest improvements in vendor onboarding.
• Perform ad-hoc projects and other duties as request.

Vendor Onboarding Specialist

• Conduct virtual interviews with personal trainer applicants.
• Evaluate trainers based on professionalism, communication, experience, certifications, availability, and reliability.
• Decide whether applicants should move forward in the onboarding process.
• Document interview notes and hiring decisions clearly.
• Guide approved trainers through onboarding requirements.
• Follow up with trainers on missing documents, certifications, profile information, background checks, and system setup.
• Keep trainer profiles and onboarding records accurate and up to date.
• Communicate with internal teams about trainer readiness, delays, and concerns.

Trainer, Interview & Onboarding Specialist

• responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• focused on applying knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• expected to own the overall implementation effort and client experience – ensuring that their implementations are completed in a timely and successful manner even when aspects are delegated to others.
• able to interact with clients in verbal and written form.
• collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• work is generally independent and self-directed with little guidance required.

• This is an end-to-end implementation ownership role
• You will take newly signed, high-value practices from contract execution → live production, owning: The onboarding strategy, Timeline and milestone management, Workflow configuration and readiness, Client training and accountability, Risk identification and mitigation
• You will operate across clinical workflows, revenue cycle workflows, payer contracting considerations, and front-office operations
• Lead Getting Started Calls (GSCs) that set expectations, scope, timelines, and success criteria
• Deliver live, instructor-led workflow based trainings for: Front office and scheduling teams, Providers and clinical staff
• Identify onboarding risks early (data readiness, staffing gaps, payer issues, workflow misalignment) and proactively manage them

Senior Client Onboarding Specialist, OAM

• You'll assist recruiters with collecting candidate offer letters, I9 documentation and other relevant onboarding information.
• This role will be on camera with new hires often, as completing I9s for high-volume hiring efforts is a key responsibility.
• You'll manage multiple steps in the onboarding process including, but not limited to, submitting & reviewing background checks, sending new hire documentation, and completing the hiring process via UKG.
• You will maintain new hire rosters and communicate information to partners in IT and Facilities for equipment shipping/pick-up, tracking, etc
• You will be responsible for candidate engagement from the time an offer is accepted until a new hire’s first day of training
• You will manage a high volume of emails to & from new employees with questions, concerns, and onboarding updates.
• You will assist the TA Operations team with various projects throughout the year including, but not limited to, Employee Referral Program, Recruitment Marketing, UKG, Greenhouse, Audits

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