Onboarding Specialist

We are seeking a highly organized and proactive Onboarding Specialist to support the launch of new partner facilities. This role serves as the primary point of contact for nursing home staff during the onboarding process. This role ensures required documentation is collected, processes are followed, and new facilities are prepared for ancillary services to begin.  

Essential Duties & Responsibilities

1. Serve as the primary contact for newly contracted nursing homes
2. Organize and combine documents to company standards
3. Submit campaign materials within allowed timeframe
4. Communicate with facility staff via phone (50% of the time) and email (50%) to collect documentation
5. Guide facilities through onboarding through education of processes, onboarding requirements, and timelines
6. Track onboarding progress and ensure all required materials are received
7. Maintain accurate records within Salesforce and other requested areas
8. Other duties and projects as assigned by Onboarding Manager

Education & Training Requirements  

• High school diploma or equivalent required; associate degree preferred;
• Proficiency with computers & knowledge of Microsoft Office (Word, Excel, Outlook);
• Salesforce.com or CRM experience required (1-2 years preferred, not required);
• 1-3 years of customer service experience with service company (experience with healthcare company a plus)
• Excellent planning, organizational & time management skills;
• Leadership skills; upholds company values; personal and team accountability.

Other Qualifications

• Customer Services Skills – must be able to maintain a pleasant attitude and a sense of helping others.
• Strong Organizational Skills – prioritizes and plans work activities and uses time efficiently.
• Strong Attention to detail – demonstrates accuracy and thoroughness; ability to locate information to build spreadsheets accurately and efficiently. 
• Adaptability – adapts to changes in the work environment, managing multiple onboarding projects simultaneously, and can deal with frequent change, delays, or unexpected events. Ability to work within a fast-paced environment with ability to multi-task through duties.  
• Dependability – is consistently at work and on time, follows instructions, responds to management direction, self-motivated and able to work independently in a remote environment. 
• Strong Communication Skills – Loves to talk on the phone, communicates clearly both verbally and written. (People-person a must). 
• Initiative – assesses and initiates things independently, ability to problem-solve to find solutions. 
• Professionalism –Has good conduct, behavior, integrity, and attitude in all work environments.

Physical Effort & Working Conditions

Remote position with remote office and access to daily internet. Substantial time is spent working on a computer.

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