Onboarding Specialist

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
• Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
• Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
• Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
• Gather required information, supporting documentation, and data to enable successful onboarding
• Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
• Provide regular onboarding status updates to management and escalate issues as appropriate
• Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
• Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
• Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
• Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.

Client Onboarding Lead

• Lead and manage talent acquisition operations, including process design, optimization, and continuous improvement initiatives
• Ensure consistent execution of recruiting workflows, policies, compliance standards and global governance practices
• Partner cross-functionally with HR, Talent Acquisition, and business leaders to identify process gaps and implement scalable solutions
• Establish and monitor key performance indicators (KPIs) and metrics to track recruiting and onboarding effectiveness
• Drive adoption of TA systems, tools, and technologies to enhance efficiency and user experience
• Ensure compliance with all applicable employment laws, policies, and internal guidelines throughout hiring and onboarding processes
• Manage vendor relationships and external partners supporting TA operations and onboarding activities as needed
• Lead change management initiatives and training related to process improvements, system implementations, and organizational priorities
• Develop and maintain documentation, playbooks, and standard operating procedures for TA processes
• Provide leadership, coaching, and support to team members and stakeholders to ensure alignment with best practices

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

• Develop collaborative relationships across various departments such as sales, actuary, product, marketing and others, as identified.
• Actively collaborate with account managers, clinical sales consultants, and other key stakeholders in preparation for client meetings.
• Support sales when prepping for client meetings.
• Provide support for sales finalist meetings from a clinical services perspective by providing the clinical insight into value to members and clients.
• This is a client-supporting role.
• Support the clinical management team to assure that there are clear expectations for Case Managers & Disease Managers as it relates to specific models and client accounts.
• Provide new client implementation and ongoing support for clinical teams for buy-up products.
• Work with clinical managers to coach nurses on identified opportunities specific to client expectations.
• Serve as primary leader in coordination and preparation for client audits and clinical reviews assuring that all requirements established by the client including contractual obligations are met and staff involved in any onsite reviews are adequately prepared and coached.
• Work with the Member Listening System (MLS) team to align new cohorts or changes in existing cohorts to maintain contractual agreements.
• Liaison between Sales and Clinical teams to field sales and client requests for case management referrals, metrics and case escalations, and success stories.
• Analyze, synthesize, and provide clinical detail on High-Cost Claims & Authorization reports leveraging many systems and programs.
• Serve as the clinical subject matter expert for RFPs.
• Work with the clinical writing team to support the strategy in submissions.
• Manage the day-to-day performance operations for all Well 360 Products.
• Obtain, monitor and analyze data, monitor the performance of the buy-up models.
• Other duties as assigned or requested.

Clinical Client Integration Specialist

• 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

• project managing the onboarding of new clients of Orion
• serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support
• manage process between onboarding and subject matter expert teams
• research all aspects of advisor's practice to be used in conversion process
• oversee timeline of conversion project with the historical analyst team
• prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports
• review Information from Schedule D, creates Project Plan, and provides status updates during weekly conference calls
• send audit files to client and develops timelines for initial quarterly statement run
• process client requests regarding creation, update or cancellation of client, registration, and account or billing information
• make decisions based on facts and circumstances
• be responsible for setting up entire database framework
• lead weekly status phone call with client
• obtain required information from advisors and fund families
• determine and implement database settings for performance evaluations for quarterly reporting
• track and maintain all customer interactions via Salesforce.com CRM
• collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding

• 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

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