Onboarding Specialist

• Travel to CCM branches to equip staff with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization.
• Gather all necessary details, specs, etc. for marketing projects and campaigns from clients to assist project teams; manage flow of information between clients and project teams.
• Use Salesforce and ClickUp to manage projects and assignments.
• Foster positive partnerships with clients by providing regular updates and progress reports and resolving client issues and complaints.
• Lead onboarding orientation calls for branches and corporate individuals.
• Follow CCM’s Roadmap for onboarding journeys to accelerate the engagement of new hires.
• Encourage new hires to engage with CCM’s automated and custom marketing solutions and platforms to support revenue growth and profitability.
• Stay up to date with marketing’s offerings and present new products and services to members to gain more adoption.
• Assist clients in expressing their needs to project teams to ensure positive outcomes.
• “Sell” marketing services to clients.
• Conduct onsite marketing trainings at CCM branches to actively drive awareness and increase adoption of marketing offerings.
• Interact and communicate across a variety of stakeholder groups including technical subject matter experts, C-suite, branch, and business VPs.
• Other duties as assigned.

Marketing Account Manager – Onboarding

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

• Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
• Oversee new plan implementation or plan transition process on all levels
• Primary contact for all on-boarding related activity
• Generate plan documents
• Prepare recordkeeper paperwork
• Update internal systems
• Communicate with Plan Sponsors, Financial Advisors and other TPA firms
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Onboarding Conversion Specialist – Retirement Plans

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

• Supervise and mentor teams supporting Commercial clients through onboarding process
• Onboard new commercial relationships with a focus on deposit and treasury management solutions
• Identify client service improvement opportunities
• Participate in projects for policy and procedure development
• Ensure compliance with risk, legal and audit procedures
• Provide timely feedback to relationship team and manage escalated issues

Commercial Client Onboarding, Deposit Account Supervisor

• Call on prospective patients daily and schedule them for assessments with our Onboarding Specialists
• Handle inbound calls from both patients and referral sources
• Accountable for daily and weekly goals for assessments scheduled
• Communicate effectively with patients
• Work independently and also as a key member of the entire team
• Maintaining constant contact with referral sources, Onboarding Specialists, and other internal associates
• Place scheduled assessments on the Onboarding Specialist calendar
• Document all calls, tasks and appointments in Salesforce
• Create positive first impression of AnewHealth/ExactCare and the unique services we provide
• Monitor and track daily assessments, assemble marketing materials, and conduct quality assurance calls
• Participate in daily team huddles, attend training sessions and other ad-hoc meetings as needed
• Embody AnewHealth’s Core Values in all communications and interactions
• Other duties as assigned.

Onboarding Coordinator

• Conduct thorough and accurate audits of employee’s performance through remote monitoring.
• Collaborate and provide consultation within and across teams to ensure that quality standards are met and working with leadership to enforce Quality program guidelines regarding failure to meet quality standards.
• Ensure right amount of calibrations and audits are completed based on set standard for interaction type.
• Provide input and status updates regarding Quality processes and results on a regular basis.
• Effectively engage with and reassure members to deliver outstanding customer service, modeling successful behaviors, processes while providing coaching to team members.
• Participates in weekly calibration sessions.
• Maintain an overall positive and supportive attitude towards leaders, colleagues and key stakeholders.
• Serve as a subject matter expert and responsible for leading a chat for questions for the team.
• Providing weekend and evening coverage as needed to support the department.
• Scheduling and connecting patients to Onboarding Specialists for medication reviews.
• Working within defined parameters to identify work expectations and quality standards.
• Assist in workforce oversight by monitoring Finesse and Call Queues.
• Available to take all incoming calls during high call volume periods and conduct a health and medication review with the patient that includes a thorough review of their list of medications and administration instructions and collecting key health information.
• Responsible for achieving key performance metrics as set forth by the management team.
• Maintain and prepare accurate reports.
• Participates in relevant trainings to stay informed of any operational changes and assist in training and shadowing.
• Embody AnewHealth’s Core Values in all communications and interactions.
• Other duties as assigned.

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