Onboarding Specialist

• Manage full-cycle recruiting activities, including job postings, candidate screening, interview coordination, offer preparation, and pre-employment processing.
• Partner with executive leadership and hiring managers across multiple locations to ensure candidates move efficiently through the hiring process and staffing needs are met.
• Partner with HR team to coordinate and facilitate engaging in-person and virtual new hire orientations and onboarding experiences.
• Create and maintain onboarding workflows to ensure all documentation, compliance requirements, and employee records are completed accurately and on time.
• Monitor recruiting pipelines, onboarding progress, and hiring metrics, generating reports and identifying opportunities for process improvement.
• Ensure compliance with I-9 requirements, employment eligibility verification, employee certifications, and applicable employment regulations.
• Serve as a primary point of contact for candidates, managers, and employees, providing timely communication and exceptional customer service.
• Support employee engagement initiatives, HR communications, and administrative processes that contribute to a positive employee experience and strong workplace culture.

HR Coordinator – Onboarding Specialist

• Manage the onboarding of members into credit and verification programs by coordinating training sessions, establishing accounts, and providing necessary resources to ensure a seamless transition to our products and services
• Serve as the primary point of contact for credit and verification technology (MeridianLink and LOLA), coordinating with stakeholders and distributing communications to customers regarding critical product updates and relevant information
• Establish and maintain service engagement rules and guidelines in partnership with customers, ensuring alignment with their operational requirements and preferences
• Monitor customer service level agreements (SLAs) to identify performance deviations from established targets and benchmarks, escalating issues and collaborating with the customer service team to determine root causes and implement corrective actions
• Gather and analyze customer feedback regarding service delivery challenges and emerging trends to identify opportunities for enhancing the overall customer experience

Onboarding Manager

• Coordinates onboarding background checks and other required verifications.
• Consistently communicates with candidates to obtain necessary information and documentation for background check screenings and troubleshoot issues.
• Reviews and verifies the accuracy of candidate information and ensures compliance with company policies and legal requirements.
• Liaises with external vendors to manage and expedite the background check processes.
• Maintains accurate records of all Onboarding activities and updates internal process documentation and HRIS system accordingly.
• Provides status updates to Recruiters, hiring managers and HR team members regarding the progress of Onboarding background checks.
• Addresses any issues or discrepancies found during the Onboarding process and escalates, as necessary.
• Ensures a positive candidate experience by providing clear and timely communication throughout the Onboarding process.
• Assists in the continuous improvement of Onboarding procedures and policies to enhance efficiency and compliance.
• Assists with special projects as needed.
• Performs other duties, as assigned.

HR Onboarding Specialist

• Own the end-to-end onboarding experience for complex, high-priority, or enterprise-level advisor clients, from kickoff through full platform activation.
• Design, deliver, and continuously refine structured onboarding programs, training curricula, and client-facing resources.
• Act as a senior platform subject matter expert, providing in-depth guidance on RPAG features, workflows, and best practices.
• Develop a deep understanding of each client’s business model and goals, and tailor the onboarding experience accordingly to drive meaningful adoption.
• Monitor and analyze client adoption and engagement data; proactively identify risk and develop mitigation strategies to ensure successful platform utilization.
• Mentor and support junior Onboarding Specialists, serving as a resource for escalated questions and providing coaching on best practices.
• Lead the development and maintenance of onboarding playbooks, scalable training materials, and knowledge base content.
• Collaborate cross-functionally with Sales, Product, Marketing, and Customer Support to align on client messaging, drive feedback loops, and improve the overall client experience.
• Represent the onboarding team in product roadmap discussions, contributing the client perspective to feature prioritization.
• Maintain accurate and detailed records of client engagement and onboarding progress in Salesforce.
• Travel to client sites, company events, and industry conferences to deliver training and deepen relationships (travel expected approximately 4–6 weeks per year).
• Complete other related duties as assigned

Senior Onboarding Specialist

• Conduct engaging onboarding and ramp courses and follow up workshops, for ICS and leadership emphasizing interaction and understanding with a focus on reducing new hire ramp time
• Foster inclusivity across in-person, hybrid, and remote audiences during sessions
• Collaborate with Sales leadership to pinpoint knowledge gaps and devise strategies to create intervention enablement, such as skills and process training
• Lead the onboarding live and virtual content audit quarterly to ensure our onboarding program so content is always up to date
• Create practical exercises for hands-on learning during sessions to ensure comprehension
• Partner with curriculum sales enablement managers to ensure that core content and programs are addressed in ramp program
• Track time-to-productivity and other ramp metrics for new hires
• Inform leadership of team’s performance and engagement across the ramp cycle
• Manage a Gong library folder with gold standard calls which can be used in content or have insights extracted for use in sales strategies
• Provide continuous training on MEDDPICC methodologies to support ongoing learning and skill enhancement within the sales team
• This position will require approximately 25-50% travel to our hub office. This candidate will facilitate live training and coaching

Senior Sales Onboarding Manager

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Client Success Onboarding Specialist

• Coordinate and track background checks, drug screenings, and I-9 verifications across 20 geographic locations.
• Enter employee profiles into HRIS and payroll systems with 100% accuracy and swift turnaround times.
• Administer and analyze new-hire touchpoint surveys at 30, 60, and 90-day milestones to track candidate satisfaction.
• Multitask under pressure during peak hiring seasons to ensure no new hire falls behind schedule.

Virtual 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.

• The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
• Interact with clients in verbal and written form.
• Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Work is generally independent and self-directed with little guidance required.

Wholesale Payments Client Onboarding Advisor

• 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

• 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.

• Garantir que clientes sejam corretamente onboardados
• Criar, manter e evoluir a base de conhecimento
• Contribuir para a redução de erros operacionais

Especialista em Onboarding, Conhecimento

• Serve as the primary point of contact for new customers from contract signature through go-live
• Lead Zoom onboarding calls to configure payroll, bookkeeping, taxes, and other Every products, walking customers through setup step by step
• Coordinate internally across Every's Payroll, Tax, Bookkeeping, and other product teams to ensure customer tasks are completed on time
• Own the full contract process: send, track, follow up, and confirm signatures
• Update billing systems accurately when contracts are executed
• Proactively manage open items, deadlines, and dependencies across multiple customer onboardings simultaneously
• Surface blockers early and drive resolution, whether the issue sits with the customer or internally
• Respond to customer inquiries quickly and clearly, same-day, always
• Build and refine onboarding playbooks as we scale

• Manage installations and ensure site readiness for all new and existing accounts within the assigned territory.
• Utilize Salesforce to communicate effectively, manage operations, and track service needs with Service Supervisors and Technicians.
• Conduct onboarding and refresher training for new accounts, creating training materials and delivering presentations to diverse groups.
• Work closely with customer account leads, distributors, and service teams to ensure successful onboarding and identify incremental and cross-selling opportunities.
• Oversee product compliance with Nestlé Professional Solutions owned dispensers and optimize brand merchandising at the point of consumption.
• Be prepared for physical tasks, including setting up coffee machines and equipment, while managing both mental and physical demands of the role.

Customer Onboarding Specialist – Coffee Sales

• Serve as the primary contact for new clients during onboarding.
• Create a welcoming onboarding experience for clients.
• Build trusted relationships through proactive communication.
• Guide clients through onboarding requirements and expectations.
• Monitor onboarding milestones and deliverables.
• Maintain accurate client records in CRM and internal systems.

Client Onboarding – Experience Specialist

• 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

• Own the full information collection process for every new Arryva property owner from signed agreement through completed handoff to the operations partner
• Build and manage automated reminder sequences that keep new owners moving through the onboarding checklist without requiring manual follow-up at every step
• Prepare and submit complete property packages to the operations partner once all required information has been collected and verified
• Maintain a warm, professional, and proactive communication style with every new owner throughout the onboarding process

Property Onboarding Coordinator

• Own the full information collection process for every new Arryva property owner from signed agreement through completed handoff to the operations partner.
• Reach out immediately upon signing, set clear expectations for what is needed, and collect all required property details including wifi credentials, access codes, gate and door entry instructions, utility locations, emergency contacts, house rules, and property-specific operational notes.
• Maintain a complete and accurate property profile for each client and flag any missing information before handoff is initiated.
• Build and manage automated reminder sequences that keep new owners moving through the onboarding checklist without requiring manual follow-up at every step.
• Prepare and submit complete property packages to the operations partner once all required information has been collected and verified, ensuring every handoff is clean, complete, and on time.
• Maintain a warm, professional, and proactive communication style with every new owner throughout the onboarding process, making them feel supported even when the process requires persistent follow-up.

• Support the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform.
• Execute plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live.
• Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone.
• Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform.
• Draft plan documents for new clients based on their selected plan design elections.
• Establish trust accounts and confirm investment elections are properly configured.
• Coordinate payroll setup requirements directly with plan sponsors.
• Guide plan sponsors through the process of connecting their payroll system to Ubiquity’s platform.
• Monitor initial payroll submissions after go-live to confirm contributions are processing correctly.
• Document payroll setup configurations and any integration issues encountered for each case.
• Conduct plan setup kickoff calls to establish expectations and review the onboarding timeline.
• Deliver ongoing platform education throughout the onboarding lifecycle.
• Follow up in a timely and organized manner to obtain required documentation.

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