Onboarding Specialist

• Act as the primary liaison for new client relationships, providing guidance and support from initiation to completion of onboarding.
• Set and communicate clear timing, funding, and process expectations with clients and stakeholders.
• Lead all communication with internal and external stakeholders to ensure alignment and transparency throughout the onboarding process.
• Collaborate with cross-functional teams to address client needs, resolve issues, and ensure deliverables are met.
• Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders.
• Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.

Onboarding Manager

• Own and manage onboarding of 8-12 enterprise clients simultaneously, guiding them through all phases of implementation and adoption. This includes both corporate legal departments and their law firms.
• Lead clients through onboarding projects ranging from 3-6 months, ensuring milestones, deliverables, and timelines remain on track.
• Identify, manage, and escalate risks to the onboarding project plans proactively before they impact outcomes.
• Partner with internal and external stakeholders to remove blockers and ensure successful implementation.
• Serve as the primary point of contact throughout onboarding.
• Lead kick-off meetings, project reviews, and training sessions.
• Build trusted relationships with senior legal, procurement, operations, finance, and technology stakeholders.
• Drive accountability while maintaining strong client relationships and a positive customer experience that builds long-term trust and growth opportunities.
• Develop expertise in the PERSUIT platform and associated workflows, including eBilling functionality and platform configuration.
• Guide clients through system setup, configuration, data readiness, and adoption activities.
• Collaborate with subject matter experts to support more complex technical requirements and integrations.
• Contribute to support ticket resolution and troubleshooting with users.
• Contribute to the evolution of onboarding playbooks, documentation, processes, and client communications.
• Identify opportunities to improve efficiency, scalability, and client outcomes.
• Leverage AI, automation, and operational tooling to streamline workflows and enhance the onboarding experience.
• Surface customer feedback and implementation insights to Product and cross-functional teams.
• Partner closely with Customer Success, Sales, Support, Product, Engineering, and other internal stakeholders to deliver a seamless onboarding experience.
• Share knowledge and best practices across the Customer Experience organization and the whole company.

• Execute the onboarding process for new accounts
• Facilitate client kick-off meetings and regular status updates
• Support user adoption by identifying potential roadblocks
• Conduct formal hand-off reviews
• Guide clients through standard setup and best practices
• Deliver training sessions and create resources
• Assist with standard software integrations and data imports
• Troubleshoot technical issues during the implementation phase

Customer Onboarding Specialist

• 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 onboarding meetings with new clients via Zoom
• Guide clients through the intake process and onboarding forms
• Gather client requirements and communicate key information to the internal team
• Explain AI solutions, processes, and expectations in a clear, client-friendly manner
• Serve as the primary point of contact during the onboarding process
• Ensure clients feel supported, informed, and confident throughout their onboarding experience
• Maintain accurate client records and onboarding information within CRM and internal systems
• Coordinate with internal teams to ensure a smooth onboarding process
• Follow up with clients to gather required information and keep onboarding on track
• Assist with customer support inquiries and ongoing client communication as needed
• Learn and maintain a basic understanding of the company's AI solutions and services
• Perform other duties related to the position as assigned

Client Onboarding Specialist, AI Tools

• 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

• Lead clients through onboarding: guide enterprise customers through a structured implementation combining system training, data migration, and configuration to deliver fast, measurable value from day one
• Solve edge cases: when a customer's loan products or operational workflows don't map cleanly to Hypercore's current capabilities, you'll find the path forward working directly with Product and Engineering
• Own reconciliation: dive deep into loan-level numbers, identify mismatches between customer source data and Hypercore, and drive them to resolution with precision
• Manage stakeholders: run project timelines, communicate risks early, and keep senior stakeholders aligned across multi-month implementations

Onboarding Manager – Enterprise Private Credit

• 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

• 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

• Own the end-to-end provider onboarding program: From the moment their contract is signed through their first couple of weeks of patient visits.
• Build and maintain onboarding resources: Covering platform usage, workflows, and clinical protocols. Materials should be engaging and clear.
• Build the onboarding infrastructure to support rapid growth: What you build should be effective when we eventually onboard cohorts of 5-10 clinicians.
• Maintain strong relationships with providers: Answer questions, demonstrate enthusiasm for the role, and ensure providers feel supported throughout the onboarding journey.
• Track and report on core KPIs: Report on provider performance metrics during and immediately after onboarding.
• Play a big part in provider retention: identify patterns in provider drop-off or friction and translate them into program improvements. Build toward industry-leading provider retention rates through best-in-class onboarding.
• Collaborate cross-functionally: maintain a feedback loop between onboarded providers, Clinical Operations, Product, and other relevant teams.

Provider Onboarding Manager

• 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

• Manage and oversee end‑to‑end onboarding processes from signed offer letter through successful completion of all pre‑employment requirements and first‑day readiness.
• Utilize the Paycom onboarding portal to complete new hire entry, onboarding workflows, documentation, and task tracking.
• Ensure all required pre‑employment checks are completed accurately and timely, including: New York State Justice Center checks through OPWDD, Staff Exclusion List (SEL), Fingerprinting / Criminal Background Check (CBC), Statewide Central Register (SCR), Mental Hygiene Law (MHL) checks, Reference checks, TB screening and other health clearances as required, DMV Abstract as required, Malpractice Insurance as required.
• Monitor onboarding progress and proactively follow up on missing or outstanding items to avoid delays in start dates.
• Track and report on time‑to‑hire metrics, specifically from signed offer letter to completion of all pre‑new employment orientation requirements.
• Maintain accurate onboarding records and status reporting within Paycom, internal tracking tools, and dashboard.
• Identify onboarding bottlenecks and recommend process improvements to increase efficiency and candidate experience.
• Partner with the Staff Development team to prepare for and host biweekly New Employee Orientation (NEO), including logistics, materials, and day‑of coordination.
• Support a warm and engaging onboarding experience that reflects CFS’s mission, values, and commitment to our workforce.
• Conduct stay interviews and exit interviews, documenting themes and sharing insights with People & Culture leadership.
• Collaborate closely with VP of Attraction and Engagement, Recruiters, the Talent Acquisition Coordinator, and other Onboarding Specialists in a team‑based environment.
• Keep recruiters and hiring managers informed of new hire onboarding progress, start‑date readiness, and first‑week instructions.
• Partner with the People & Culture team on internal engagement initiatives, including: Employee Recognition Luncheons and New Hire Welcome Breakfasts and other staff events.
• Manage employee recognition processes including EOM and others.
• Assist HR Business Partners and Payroll with HR components of biweekly payroll, including new hire setup, audits, and issue resolution as needed.
• Occasional travel to other CFS program locations is required to support onboarding, orientation, or operational needs.

• 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.

• Deliver a superior new hire experience by providing a high level of customer service and maintaining quality throughout the pre-employment onboarding process.
• Ensure the completion and accuracy of all pre-employment processes and forms according to the policy and guidelines, while maintaining data integrity.
• As an active member of the University Human Resources community, interact with new hires, Recruiters, Human Resource Officers/HR Business Partners, School/Unit points of contact and other areas of Human Resources as needed.
• Responsible for hire related transactions from start to completion as well as managing relationships with new hires.
• Partner with supervisors in the development of onboarding related metrics, analytics, dashboards, and assist with Onboarding Center- and recognition-related projects.
• Participate in process improvement initiatives.

• coordinating and project managing the initial onboarding of new clients of Orion
• serve as primary point of contact between customer, Onboarding Project Managers, Managers and Analysts, Orion Programming, Sales and Tech Support
• work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
• review Schedule D with client and answers any applicable questions
• research initial aspects of advisor's practice to be used in onboarding process
• ensure accuracy of master client list and data feed interface setup projects
• hold client accountable to timelines set by Onboarding team for delivery of items
• process client requests regarding master client list or interface changes
• make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline
• obtain required information from advisors and custodians
• track and maintain interactions via Salesforce

• 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

Strategic Accounts Onboarding Manager

• Deliver Client Training & Onboarding
• Serve as a software expert across all EZFacility products, guiding new clients through the critical first months of implementation.
• Assess each client's goals and business needs; develop customized training plans that ensure they are set up for success.
• Conduct live (Zoom-based) training sessions for both basic and advanced software usage, adapting your approach to each client's technical comfort level.
• Collaborate with Sales and Account Management to ensure onboarding is completed on schedule and aligned with client timelines.
• Demonstrate patience and professionalism when working with clients to resolve outstanding questions or issues.
• Build a Scalable Self-Guided Onboarding Program
• Design and implement structured self-guided onboarding tracks tailored to different customer segments and use cases.
• Develop a scalable library of learning resources including short training videos, step-by-step tutorials, self-guided courses, and knowledge base articles.
• Create learning paths for new customer onboarding, advanced product usage, and new feature releases.
• Implement Digital Adoption & Learning Tools
• Own and optimize our digital adoption platform (Userpilot) to deliver in-app guidance, product tours, and contextual help experiences.
• Measure & Continuously Improve
• Track key metrics including onboarding completion rates, time-to-first-value, training engagement, and reduction in live training hours.

Customer Onboarding, Learning Systems 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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