Onboarding Specialist

• 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.

Onboarding Manager

• 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.

Client Onboarding Analyst

• Serve as a primary point of contact for clients throughout the onboarding journey
• Build trusted relationships with HNW/UHNW clients through proactive communication
• Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
• Guide clients through onboarding requirements and provide timely updates
• Review onboarding documentation for completeness, accuracy, and regulatory readiness
• Support process improvement initiatives focused on enhancing onboarding efficiency

Client Onboarding Associate

• Provides a highly personalized onboarding experience for all Treasury Management clients.
• Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
• Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
• Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
• Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
• Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
• Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
• Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
• Performs other duties as required.

Treasury Management Client Onboarding Specialist

• Assist candidates with completing and verifying new hire paperwork to meet internal, Medicaid, and regulatory standards.
• Process and review background checks for compliance.
• Manage onboarding documentation and maintain electronic records in OnTarget.
• Schedule and coordinate required training including AIM, CPR/FA, and Core Competency.
• Liaise between new hires and internal departments for a seamless onboarding experience.
• Track and update candidate pipelines using applicant and hiring systems.
• Provide weekly reporting to management on onboarding and hiring metrics.

• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
• Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
• Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
• Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
• Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
• Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
• Identify project risks, delays, or blockers early and escalate concerns appropriately.
• Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
• Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
• Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.
• Participate in onboarding enablement, coaching, and continuous learning opportunities.

Onboarding Specialist I

• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
• Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
• Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
• Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
• Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
• Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
• Identify project risks, delays, or blockers early and escalate concerns appropriately.
• Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
• Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
• Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.

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Especialista em Onboarding, Conhecimento

Onboarding Specialist

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Customer Onboarding Specialist

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Onboarding Coordinator

Onboarding Specialist I

Onboarding Specialist II