Onboarding Specialist

• Assisting new clients with the Firm’s digital onboarding process, including client intake, gathering & review of documents, and ensuring successful completion of client onboarding
• Utilizing the Firm’s Salesforce CRM software in performing client-support tasks
• Meeting high-quality performance requirements and goals for all tasks and responsibilities
• Reviewing client documents for completeness and uploading to the Firm’s client management system
• Following up with clients as needed to complete their onboarding
• Other related tasks as instructed by the Firm’s attorneys

Client Onboarding Specialist

• Lead and develop a team of specialists and associate managers, fostering accountability, engagement, and performance.
• Set clear goals and performance expectations aligned with departmental objectives.
• Provide regular coaching, feedback, and professional development opportunities to build team capability.
• Oversee execution of multiple concurrent projects, ensuring on-time delivery and adherence to quality standards.
• Address escalated client concerns or complex issues and support the team in resolution efforts.
• Establish and maintain high-quality and consistency standards across all team outputs.

Client Onboarding Manager

• Welcome and Onboard Strategic Customers.
• Accelerate Adoption at Scale.
• Lead Complex Migrations.
• Champion Best Practices and Elevate the Team.
• Be a Slack subject matter expert.
• Serve as the primary onboarding partner for strategic and complex Slack accounts post-sale.
• Lead virtual 1:1 and group sessions to educate customers on key features.
• Use consultative skills to uncover business objectives and build customized Success Paths.
• Handle complex, escalated situations with professionalism.
• Mentor and support peer Onboarding Specialists.
• Contribute to the development of onboarding methodology, playbooks, and internal tooling.
• Build and maintain strong relationships with internal stakeholders.
• Actively contribute to the Customer Success knowledge base.

Senior Onboarding Specialist, Slack

• Welcome and Onboard New Customers: Be the friendly, knowledgeable first point of contact after the sale
• Accelerate Adoption: Help customers get to value faster by spotting adoption gaps, showcasing high impact features, and creating tailored success plans
• Support Migrations: Guide customers through enterprise plan migrations including SSO
• Champion Best Practices: Share guidance, translate business goals into practical recommendations

Onboarding Specialist – Slack

• 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

Onboarding Coordinator

• Lead onboarding plans for assigned client accounts, including timelines, milestones, deliverables, and stakeholder communications
• Create, maintain, and continuously improve onboarding playbooks, job aids, training materials, and process documentation to support scalable delivery
• Coordinate internal readiness across Operations, Technology, Training, and Quality to ensure people, process, and technology prerequisites are met prior to go-live
• Facilitate onboarding governance (kickoffs, status reviews, and steering updates), tracking risks, issues, dependencies, and action items through resolution
• Define onboarding success measures and reporting (e.g., schedule adherence, training completion, readiness checklists, defect trends) and provide clear updates to leaders and clients
• Support change management by aligning communications, training, and knowledge transfer plans to promote adoption and a consistent client experience
• Lead post-go-live stabilization activities, including hypercare support, issue triage, and transition to steady-state operations
• Capture lessons learned and partner with Continuous Improvement (CI) to standardize best practices and reduce onboarding cycle time
• Provide day-to-day leadership for a cross-shore team, including work allocation, coaching, and removing delivery blockers
• Set clear expectations and goals; conduct regular 1:1s, performance feedback, and annual review inputs in alignment with company processes
• Partner with Talent Acquisition and Resource Management on hiring, onboarding, scheduling, and capacity planning to meet client and business demands
• Develop team capability through targeted training, cross-training, and documented development plans; identify succession and coverage needs
• Promote a culture of accountability, inclusion, and continuous improvement; recognize strong performance and address performance concerns promptly
• Ensure onboarding activities align to applicable privacy and security requirements, including HIPAA and protection of PHI/PII
• Coordinate required access provisioning and role-based access controls with Technology and Operations; validate least-privilege access for tools and systems
• Confirm completion of required compliance training and attestations for team members supporting client onboarding and delivery
• Maintain onboarding documentation and evidence needed for audits and client requirements (e.g., process controls, training records, access approvals)
• Escalate and support timely resolution of privacy or security concerns, including suspected incidents, in accordance with established reporting procedures
• Partner with Sales, Training, Continuous Improvement (CI), Technology, and Operations to incorporate applicable inputs into onboarding design and optimization
• Serve as a point of coordination to align cross-functional deliverables, surface risks early, and ensure a seamless handoff from sales to delivery

Revenue Cycle Client Enablement & Onboarding Manager

• Facilitate relocation of new Professional Staff and APPs
• Completes requirements for pre-hires of Professional Staff and APPs, i.e., obtaining necessary documents, I-9 completion, scheduling pre-employment physicals, obtaining security access/badges
• Schedules for and conducts onboarding/orientation sessions
• Orders, assembles and distributes new provider welcome kits
• Provides follow-up to new staff by conducting check-ins and onboarding surveys
• Processes immigration paperwork as directed by Manager - Provider Services and external legal counsel
• Assists Manager - Provider Services with recruitment efforts for Professional Staff/APP leaders
• Supplements activities of Recruitment Services Specialists as needed

Provider Onboarding Specialist

• 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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