Onboarding Specialist

• Establish and maintain relationships with key stakeholders, executives, and C-suite contacts across large enterprise clients
• Develop understanding of Twin Health programs, onboarding processes, program management, growth marketing, and clinical operations
• Own end-to-end onboarding and deployment of Twin programs across clients including self-insured employers, health plans, and health systems
• Lead discovery sessions and design tailored solutions for client populations
• Program manage and support the Client Growth team after launch
• Provide recommendations to increase member engagement, improve program results, and optimize client satisfaction
• Set up, configure, and test client instances
• Coordinate internal resources and third-party vendors for project execution
• Train clients on Twin programs to drive awareness and enrollment
• Analyze client data before and after launch and provide actionable insights
• Manage multiple complex projects, project plans, cross-functional teams, launch readiness, risks, and escalations
• Manage client stakeholders, lead meetings, set expectations, build alignment, and maintain project status reporting
• Operationalize data access and eligibility file management with client technical leads or third parties
• Prepare client events, presentations, reports, onboarding templates, playbooks, and SOPs
• Mobilize internal teams to resolve client issues and escalations
• Share client and market feedback with Clinical Delivery, Product, Marketing, Engineering, Billing Operations, and Executive teams
• Develop pre-launch member promotional strategies and toolkits
• Serve as the internal onboarding lifecycle SME and drive process improvements and successful launches

Manager, Client Onboarding – Operations

• Establish and maintain effective relationships with key stakeholders, executives, and C-suite leaders across strategic clients and ASOs
• Develop understanding of Twin Health programs, onboarding processes, growth marketing, and clinical operations
• Own end-to-end onboarding of Twin programs across self-insured employers and ASOs
• Lead discovery sessions and design tailored solutions for customer populations
• Provide consultative recommendations to increase member engagement and client satisfaction
• Set up, configure, and test customer instances
• Coordinate internal resources and vendors for project execution
• Train customers on Twin programs to drive awareness and enrollment
• Analyze customer data before and after launch and provide actionable insights
• Manage multiple projects, project plans, cross-functional teams, timelines, risks, and escalations
• Manage customer stakeholders, meetings, expectations, alignment, and project status reporting
• Operationalize data access and eligibility file management with technical partners
• Prepare client presentations, reports, events, onboarding templates, playbooks, and best practices
• Mobilize internal teams to resolve client issues and escalations
• Share client and market feedback across Clinical Delivery, Product, Marketing, Engineering, Billing Operations, Executive, and other teams
• Develop pre-launch member promotional strategies and toolkits
• Serve as an internal onboarding lifecycle subject matter expert and improve internal processes

Client Onboarding & Operations Associate

• Execute delivery of a defined roadmap for Onboarding initiatives enabling assisted tax clients to provide data and documents to H&R Block and have successful tax engagements
• Ensure successful execution and delivery of assigned features within large-scale products
• Organize necessary resources through planning ceremonies
• Support the product backlog while managing scope, schedule, quality, costs, resources, and risks
• Write detailed user stories and requirements with acceptance criteria translatable into automated tests
• Lead product ceremonies for cross-functional product squads using modern SDLC best practices and methodologies
• Create psychological safety for innovation and foster team ownership
• Coordinate activities and report regularly to the product team and leadership
• Conduct team retrospectives and drive resulting actions
• Use WalkMe, LaunchDarkly, or Adobe Target to conduct tests and experiments
• Use data to evaluate and adapt strategies based on test results and measurable outcomes
• Ensure the quality of features delivered by the trio and achieve defined OKRs
• Collaborate with engineering, design, and business teams for alignment and integration
• Develop product management competencies and adjacent Agile, Lean, and DevOps functions

Product Manager – Onboarding

• Oversee onboarding of new plan sponsor retirement plans and conversion of existing plans from other providers
• Manage installation of defined contribution retirement plans for single-employer and multiple-employer plans
• Create detailed project plans covering all aspects of installation
• Evaluate investment liquidation timelines and receipt of plan data from prior providers
• Determine education options and delivery methods and coordinate with trainers
• Manage transition of funds out of blackout to the service team
• Delegate and monitor recordkeeping setup, asset transfer, allocation, first deposits, education, integration, and payroll-file mapping
• Ensure plan setup consultants prepare plan and contract documents and required employee disclosure materials
• Create and ensure accurate, timely distribution of regulatory notices
• Conduct plan reviews and assist plan sponsors with compliance questions
• Serve as primary plan sponsor contact during installation
• Analyze client data, conversion, payroll, and census files for accuracy and consistency
• Communicate with plan sponsors, financial advisors, third-party administrators, and internal/external contacts
• Manage stakeholder relationships throughout the installation process
• Confirm accuracy and delivery of enrollment materials to participants

Intermediate Client Onboarding Manager

• Welcome new clients and guide them through the onboarding process
• Conduct virtual onboarding calls to understand client needs, goals, and workflows
• Coordinate with internal teams to ensure accurate setup and timely service
• Track onboarding progress and maintain detailed records in CRM systems
• Address questions or concerns and escalate issues when needed
• Ensure a smooth transition from onboarding to ongoing account support

Customer Onboarding Consultant

• Grow ExactCare’s patient base throughout the United States by promoting and educating patients on medication management solutions
• Conduct phone-based medication assessments and register patients for services
• Conduct health and medication reviews, including medication lists, administration instructions, and key health information
• Accurately enter patient prescription information
• Achieve key performance metrics set by management
• Create positive first impressions of AnewHealth/ExactCare and its services
• Educate facilities, institutions, and patients about ExactCare
• Manage the patient assessment process and maintain referral relationships
• Maintain accurate records and prepare reports for the ExactCare team
• Call prospective patients daily, schedule telephonic reviews, and conduct follow-up calls
• Participate in daily team huddles, training sessions, and ad-hoc meetings
• Communicate with the management team
• Embody AnewHealth’s Core Values
• Perform other assigned duties

• Lead end-to-end customer onboarding and implementation for Obtelecare telehealth Maternal-Fetal Medicine programs
• Build trusted relationships with executive, clinical, operational, and physician stakeholders
• Create and manage implementation plans, timelines, milestones, risk mitigation strategies, and go-live readiness activities
• Coordinate telehealth technology deployment, clinical workflow integration, provider scheduling, credentialing, privileging, and operational preparation
• Translate current-state maternal care workflows into effective future-state virtual MFM service models
• Lead recurring implementation meetings and deliver executive-level updates to internal and external stakeholders
• Track onboarding metrics, implementation performance, and customer satisfaction to improve efficiency, scalability, and outcomes
• Ensure a smooth transition from implementation to ongoing client success and operational support after go-live

Director of Customer Onboarding

• Lead the end-to-end planning and execution of asset transitions for newly acquired organizations into Merit’s enterprise and investment systems.
• Partner with principals, advisors, and operating teams of acquired firms to develop transition plans that preserve continuity of client service and minimize disruption.
• Conduct pre-close due diligence, work with Merit’s transition team, and resolve open issues.
• Serve as the primary coordinator across Investment, Trading, Operations, Technology, Compliance, Client Service, and M&A integration teams.
• Manage outside vendors and custodial relationships supporting account onboarding, data conversion, asset transition, and investment model assignment.
• Coordinate account opening, repapering, custodian workflows, asset transfers, registration changes, restrictions, and exception resolution.
• Oversee mapping and assignment of client accounts to Merit investment strategies and models.
• Ensure accurate capture, validation, and transfer of critical client and account data, including distributions, capital-gains buffers, cash buffers, tax-management instructions, investment restrictions, and standing instructions.
• Develop quality-control procedures and reconciliation checkpoints.
• Maintain transition dashboards, issue logs, decision records, risk assessments, and executive status reporting; escalate material risks or delays.
• Use data analytics to measure transition progress, accuracy, exception trends, model adoption, operational readiness, and post-transition stabilization.
• Develop KPIs and post-transition reviews to identify root causes and improve future onboarding and asset-transition processes.
• Create repeatable playbooks, workflows, controls, and communication standards for future transitions.
• Provide education and support to acquired-firm principals, advisors, and staff regarding Merit’s investment platform, transition processes, and operating procedures.
• Promote a collaborative, solutions-oriented approach balancing transition speed with fiduciary, operational, compliance, and client-service considerations.

Manager, Onboarding – Asset Transitions

• Work across New Plans, Conversions, and client servicing based on volume, coverage needs, and onboarding priorities
• Manage assigned cases, portions of cases, or temporary coverage through completion within established milestones and SLAs
• Assess case status, outstanding requirements, risks, and next steps
• Maintain accurate case notes, milestone documentation, and communications in Salesforce and Ubiquity systems
• Support new plan setup from contract through go-live, including plan design review, document preparation, trust and investment setup, payroll integration, client education, and first-contribution readiness
• Support plan conversions through go-live, including plan and prior recordkeeper review, data collection, blackout coordination, asset transfer activities, reconciliation support, and milestone tracking
• Coordinate with plan sponsors, advisors, Third Party Administrators, and prior recordkeepers
• Identify missing information, discrepancies, or risks and resolve routine issues or escalate complex matters
• Conduct or provide coverage for onboarding and conversion meetings
• Provide inbound phone coverage and respond to routine sponsor, advisor, and client questions
• Assist with case escalations, document management, outstanding-item follow-up, and calendar coverage
• Ensure clear handoffs when coverage changes
• Perform work in accordance with established procedures and applicable ERISA, IRS, and DOL requirements
• Maintain audit-ready case documentation and follow Ubiquity security policies and procedures
• Partner with New Plans, Conversions, Client Experience, Payroll, Compliance, Sales, Financial Operations, and other teams
• Identify workflow gaps, client questions, or bottlenecks and surface process-improvement opportunities to onboarding leadership

Client Onboarding Analyst

• Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform
• Track cases against established milestones and SLAs using Salesforce and internal case management tools
• Draft plan documents based on selected plan design elections and ensure compliance with ERISA, IRS, and DOL requirements
• Review and verify plan design elections, identifying inconsistencies or missing information
• Establish trust accounts and confirm investment elections are properly configured
• Maintain accurate case records, notes, and milestone documentation in Salesforce and Ubiquity’s recordkeeping system
• Coordinate payroll setup requirements, including contribution data, employee census information, and payroll schedules
• Guide plan sponsors through payroll-system connection and integration steps
• Monitor initial payroll submissions, troubleshoot contribution, eligibility, and file-format discrepancies, and escalate unresolved issues
• Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators
• Conduct kickoff calls and provide milestone-based updates, platform education, and onboarding guidance
• Obtain required documentation, signatures, and plan elections
• Ensure setup tasks comply with ERISA, IRS, and DOL requirements
• Review completed setup work for accuracy and correct errors before go-live
• Stay current on IRS and DOL regulations, contribution limits, and SECURE Act provisions
• Maintain and enforce Ubiquity security policies and procedures
• Coordinate with internal teams and partner with Sales and Client Experience for smooth handoffs
• Identify process improvements and support colleagues during high-volume periods

Onboarding Specialist jobs in United States

Manager, Client Onboarding – Operations

Client Onboarding & Operations Associate

Product Manager – Onboarding

Intermediate Client Onboarding Manager

Customer Onboarding Consultant