Onboarding Specialist

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Client Onboarding Consultant

• 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

• Manage the full onboarding lifecycle for new hires, from offer acceptance through Day 1 and successful transition into the organization.
• Coordinate all pre-employment activities, including background checks, drug screens, employee health screenings, I-9 completion, and required onboarding documentation.
• Serve as the primary point of contact for candidates, hiring managers, facilities, and internal stakeholders throughout the onboarding process, ensuring timely communication and an exceptional candidate experience.
• Schedule and coordinate onboarding activities, orientation sessions, training, and meetings with key stakeholders.
• Monitor onboarding progress to ensure all employment requirements and compliance deadlines are met prior to start date.
• Respond to escalated onboarding inquiries and ServiceNow tickets, researching and resolving issues in a timely manner.
• Facilitate onboarding sessions introducing new hires to company policies, culture, and organizational expectations.
• Partner with hiring managers and operational leaders to ensure new employees have the tools, access, and resources needed for a successful start.
• Conduct regular follow-up with new hires and leaders to support a smooth transition and address questions or concerns.
• Maintain accurate documentation within the Applicant Tracking System (ATS) and other HR systems to ensure compliance with company policies and regulatory requirements.
• Support ongoing process improvement initiatives by identifying opportunities to enhance the onboarding experience and improve operational efficiency.
• Utilize Microsoft Excel and other Microsoft Office applications to manage onboarding data, track progress, and maintain reporting.
• Ensure confidentiality while handling sensitive employee information and maintain compliance with HIPAA, I-9, state employment regulations, and organizational policies.
• Collaborate effectively within a remote, high-volume team environment while managing multiple onboarding assignments simultaneously.

• Act as the primary point of contact for patients and caregivers, providing clear and compassionate education on the disease state, therapy options, access pathways, and available support services to empower them throughout their treatment journey.
• Compliantly oversee and streamline access coordination, including affordability program enrollment, benefit verifications, prior authorization process, and site-of-care logistics, while ensuring timely therapy initiation and adherence. Proactively address challenges to simplify the process and provide comprehensive support.
• Deliver personalized patient care, conduct in-depth engagements to identify individual needs, develop tailored education and resource plans. Provide hands-on logistical assistance, including in-person support at treatment centers when necessary.
• Collaborate extensively with internal teams (Sales, Field Reimbursement, Advocacy, Marketing, etc.) to enhance patient experience, address access challenges, and align program operations with organizational goals. Handle escalated issues promptly to maintain a consistent, high-quality patient experience.
• Coordinate with external stakeholders (care coordinator, office staff, infusion site, etc.) to identify, anticipate and address patient access challenges. Ensure patients and their healthcare team have the necessary resources and education to effectively navigate access to therapy.
• Monitor market trends, payer landscapes, and regulatory shifts to anticipate challenges, adjust strategies, and communicate updates to patients, caregivers, healthcare teams, and internal teams.
• Build strong networks through advocacy group involvement, rare disease-related events, and national conference attendance.
• Maintain a deep understanding of patient and community needs, available resources, and national access dynamics to support patients effectively at the regional level with tailored education and assistance.
• Adhere to legal and regulatory standards (HIPAA, FDA, OIG), maintain awareness of compliance policies, and accurately record and report adverse events and product complaints.

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