Onboarding Specialist

• Manages end-to-end offer letter initiation, documentation completion and hiring administration in line with approved terms, timelines and compliance requirements.
• Coordinates background checks and pre-employment requirements, ensuring candidate consent, regulatory compliance, timely follow-ups and review results for red flags for escalation to hiring managers or People partners.
• Acts as the primary point of contact for candidates throughout pre-boarding such as liaising of queries related to offers, benefits and start dates with the recruiter and/or hiring manager.
• Ensures all pre-employment screenings (e.g., drug tests) are completed and proceed with the hiring process in the ATS and the HRIS.
• Coordinates with IT and the hiring manager to ensure equipment and access permissions are ready for the first day.

Talent Acquisition Specialist

• Support the Talent Acquisition Operations function by contributing to the development and implementation of policies, programs, and practices.
• Acting as a subject matter expert and mentoring new TA Onboarding Specialists.
• Administering various People employee programs to meet organizational needs.
• Drafting, reviewing, and sending official employment agreements.
• Initiating, monitoring, and following up on background verifications and drug screenings.
• Collaborating with recruiters, hiring managers, IT, and external vendors to facilitate smooth onboarding.

Senior Talent Acquisition Specialist

• Manage a portfolio of approximately 6–10 active onboarding accounts.
• Serve as the primary point of contact from contract signing through onboarding completion.
• Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements.
• Establish onboarding expectations, milestones, and timelines.
• Manage all client communications via email, phone, and Zoom.
• Conduct regular client check-ins throughout the onboarding process.
• Monitor client satisfaction and proactively identify potential concerns.
• Escalate risks and issues to leadership when appropriate.
• Guide clients through go-live preparation and readiness.
• Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC) Billing Setup Call Account Configuration EHR Documentation Training Billing Training Insurance Training Specialty Training Dress Rehearsal
• Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.
• Ensure clients achieve clinical and billing readiness prior to graduation.
• Provide same-day post-session recaps with SMART action items.
• Maintain accurate documentation of all onboarding activities in Momentum CRM.
• Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements.
• Verify completion of: EDI enrollment ERA setup CMPay/Fortis activation
• Coordinate with: CredEdge (Credentialing) PatientHub CMPay Billing Operations
• Ensure all onboarding workstreams remain aligned and on schedule.
• Identify onboarding scope discrepancies and communicate findings early in the implementation process.
• Participate in or lead graduation reviews.
• Deploy and monitor Fire Onboarding Surveys.
• Escalate client concerns identified through survey responses within 48 hours.
• Complete graduation readiness verification, including: EDI confirmation Active payment processing Billing training completion Dress rehearsal completion Client confidence assessment.
• Prepare and conduct account handoff to the Retention team.

Onboarding Account Manager

• Coordinate and manage the complete onboarding process for new properties.
• Ensure all required onboarding steps are completed accurately and on time.
• Verify that property information, content, photos, descriptions, amenities, and operational details are properly uploaded and configured.
• Collaborate with Revenue Management, Marketing, Operations, and Owner Relations teams to ensure successful property launches.
• Ensure a clean and error-free closure process during offboarding.
• Track progress and maintain visibility on all active onboarding and offboarding projects.

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