Onboarding Specialist

• Synthesize Information: You’ll work to onboard new and existing catering partners using our partner-facing Guided Onboarding tool as well as other automation tooling to translate data points into Freedom to create stores.
• Prioritize: You’ll juggle multiple work streams along with competing stakeholder priorities and SLAs.
• Uphold: We have onboarding requirements that are proven to set our partners up for success. We’ll need you to be well versed and comfortable with explaining “the why” behind the requirements and upholding them, both internally and externally.
• Communicate: You’ll work with restaurant partners directly; from those who want to expand their footprint on our Marketplace to new partners who are eager to join. You’ll need to go beyond helpful to make every catering partner’s experience easy and efficient.
• Collaborate: Solution-oriented feedback is our bread and butter. We’ll need your help in improving our process and tools.
• Make an Impact: You’ll make an immediate impact on our company goals and will be an essential part of the success of thousands of restaurant partners.
• Identify, test, and support the implementation of process improvements in our team tools.
• Get Scrappy: You’ll be at the forefront of the testing & implementation of new processes and we’ll need you to be nimble, solution-oriented, and vocal with feedback.

• Coordinate and monitor pre-employment screenings including: CORI checks, National background checks, OIG exclusions, Sex offender registry checks, Driving record (MVR) checks, License and certification verification, State-specific compliance requirements
• Track pending screenings and follow up to ensure timely completion
• Escalate delays, discrepancies, or compliance concerns appropriately
• Support onboarding documentation and pre-employment workflows
• Ensure records are accurate, complete, and audit-ready
• Assist with I-9 coordination and onboarding documentation
• Maintain confidentiality of sensitive information
• Maintain accurate records within HRIS/ATS systems
• Generate status updates and screening reports
• Assist with process improvements and workflow tracking
• Communicate professionally with candidates throughout the onboarding process
• Support candidates with onboarding questions and required documentation
• Help create a positive, welcoming experience aligned with Ascentria’s mission and values

Onboarding Coordinator

• Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
• Keep a diligent awareness of business risk and ownership of issues when they arise

Client Onboarding Manager, AVP

• Create a positive first impression with our members by gathering all necessary information to ensure seamless first-time use at their pharmacy or provider’s office.
• Be enthusiastic and welcoming in your conversation while explaining the benefits of their membership.
• Manage member inquiries via incoming calls, emails, or chats within established turnaround times.
• Ensure first attempts to contact new members are made within 24-48 hours from when a file is made active.
• Identify and resolve members needs to achieve the ultimate customer experience.
• Ability to guide our members through registering for their Member Portal access.
• Listen to member or client service problems, determine the root cause of the issue and present options to bring the issue to resolution.
• Document all communication and upload appropriate documents to our internal database.
• Create and maintain clear and concise documentation of member conversations within the internal database.
• Hand off members to Member Care Services team once fully onboarded by providing any special requests or issues to the team.

Associate, Member Onboarding Specialist

• support National Accounts and Portfolio Specialist Consultants (PSC) as an internal point person for pipeline and product launch management
• establish familiarity with internal systems to respond to client opportunities and requests
• support the coordination of responses to contracting and pipeline management by liaising with internal teams, and utilizing internal resources
• manage operational hurdles and escalations from key partners and platforms
• coordinate team meetings and prepare presentations, including those attended by sales representatives
• work closely with the Business Manager to prepare sales channel reporting, product performance analyses and weekly reports to NA/PSC, management and sales
• maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
• understand and maintain a working knowledge of firm platforms, firm initiatives, and investment trends
• establish excellent communication across functional areas of the firm

Senior Associate, Platform Onboarding Specialist

• Support National Accounts and Portfolio Specialist Consultants (PSC)
• Manage pipeline and product launch management
• Coordinate responses to contracting and pipeline management
• Manage operational hurdles and escalations
• Prepare sales channel reporting and product performance analyses
• Maintain team pipeline information in CRM systems
• Establish excellent communication across functional areas

• 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

See all jobs on JobTailor

Onboarding Specialist

Onboarding Coordinator

Client Onboarding Manager, AVP

Associate, Member Onboarding Specialist

Senior Associate, Platform Onboarding Specialist

Senior Associate, Platform Onboarding Specialist

Talent Acquisition, Onboarding Specialist