This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Customer Onboarding Specialist serves as the implementation lead and early partnership quarterback for new evolvedMD customers. This individual is responsible for translating contractual intent into operational reality — guiding customers through onboarding, aligning stakeholders, designing site-specific workflows, and ensuring both customer teams and evolvedMD clinical staff are prepared to successfully deliver care within the Collaborative Care Model (CoCM). This role is primarily implementation-focused, with approximately: - 65–70% of time dedicated to implementation ownership and workflow execution - 30–35% focused on structured training and readiness activities for both customers and internal clinical teams Qualifications - 3+ years of experience in one or more of the following: - Enterprise onboarding - Strategic account management - Healthcare implementation - M&A integration - Health system operations - Enterprise account onboarding - Strategic account management - Health system partnership implementation - Cross-functional enterprise program leadership - Experience working with complex, multi-stakeholder organizations - Demonstrated success leading cross-functional initiatives independently - Strong executive presence and communication skills - Proven ability to manage ambiguity and build process from scratch - Preferred: - Experience with Collaborative Care Model (CoCM) or integrated behavioral health - EHR implementation experience (Athena, Epic, Cerner, etc.) - Experience training clinical teams - Experience partnering with healthcare systems or large provider groups Requirements - Strong stakeholder alignment and executive sponsorship early in the engagement - Clearly documented workflows and rules of engagement - Successful deployment and integration of evolvedMD clinical team members - High engagement and buy-in across practice teams - Clinical teams prepared and confident at go-live - Smooth transition from onboarding to Account Management - Early indicators of clinical, operational, and partnership value and potential barriers Key Responsibilities - Customer Implementation & Activation - Lead the full implementation lifecycle from contract signature through go-live and stabilization - Develop and manage timelines, milestones, and success metrics - Facilitate implementation meetings with executive, operational, and clinical stakeholders - Establish rules of engagement and communication cadences - Identify risks early and proactively drive resolution - Ensure customers meet operational, clinical, and billing readiness requirements - CoCM Education & Workflow Design - Educate customers on CoCM workflows, documentation expectations, and billing requirements - Translate requirements into practical frontline workflows - Design site-specific workflows aligned with CoCM standards and local operations - Ensure alignment across scheduling, referral pathways and behavioral health screening - Maintain clear documentation of customer-specific workflows - Translate customer workflows into internal guidance for BHMs, Care Coordinators, Clinical Managers, and Psychiatric Consultants - Train clinical teams on scheduling, documentation nuances, and communication pathways - Ensure teams are prepared to operate confidently on day one - Relationship Building & Cross-Functional Coordination - Build trusted relationships across executives, clinical leadership, and frontline staff - Navigate complex multi-stakeholder environments - Partner with Clinical, Operations, Billing, IT, Talent, and Marketing teams - Serve as the bridge between customer expectations and internal execution - Post-Go-Live Stabilization - Support early ramp-up and workflow adoption - Identify optimization opportunities and reinforce training - Partner with Account Management for transition into long-term ownership Core Competencies - Strategic & Analytical: Understand systems, incentives, and stakeholder dynamics - Enterprise-Ready: Comfortable engaging C-suite executives and earning trust from practice managers and frontline staff - Integration-Minded: Understand that the first 60–90 days define the trajectory of the partnership - Builder Mentality: Energized by creating structure where it doesn’t yet exist - Value-Driven: Orient conversations around outcomes, ROI, operational impact, and measurable progress - Highly Accountable: Take ownership of results and drive clarity Benefits - First year compensation: $75,000 to $90,000 annually (DOE) - Metric driven bonuses - $1,200 annual technology allowance - 401(k) company match up to 3% Company Description At evolvedMD, we are leading the integration of behavioral health services in modern primary care. We use a uniquely upfront, innovative, and ongoing approach that places our clinicians on site and in person at each of the practices we serve. As one of America’s largest and most seasoned companies dedicated to integration, we fully embed behavioral health managers into a collaborative team. evolvedMD is committed to meeting patients where they are most comfortable: whether that is in person and on site at your practice location or virtual. We offer early, comprehensive, and dedicated care to help patients achieve the best possible behavioral health outcomes. To find out more about what it’s like to work at evolvedMD, visit our Resources and News page where you can learn about our culture, leaders, innovations, and impact in the community.

Role Overview We are seeking motivated, detail-oriented individuals to join our team as Virtual Client Onboarding Specialist. In this fully remote role, you will guide new clients through the setup and coordination travel process, ensuring a seamless and personalized experience from start to finish. This position is perfect for people who enjoy helping others, managing multiple tasks, and delivering outstanding service in a remote setting. No prior experience is required we provide comprehensive training and ongoing support to help you succeed. Key Responsibilities - Assist clients with onboarding and organizing personalized travel plans - Research, compare, and confirm arrangements using approved systems - Provide accurate information and thoughtful recommendations based on client preferences and budgets - Communicate professionally via email, phone, and messaging platforms - Manage updates, changes, and client service inquiries promptly - Maintain organized and accurate client records and documentation - Participate in training sessions, team meetings, and ongoing professional development Qualifications - Strong written and verbal communication skills - Customer-focused with attention to detail and solid organizational abilities - Comfortable working independently in a remote environment - Basic computer proficiency and reliable internet access - Must be at least 18 years old - Legal eligibility to work in the U.S., U.K., Mexico, Australia, or Spain What We Offer - 100% remote position with flexible scheduling - Comprehensive training — no prior experience required - Supportive and collaborative team environment - Performance-based incentives and special perks

Overview We are seeking organized and service-driven professionals to join our team as Client Onboarding Coordinator. In this fully remote role, you will guide new clients through the onboarding process, assist with travel research and booking coordination, and ensure all arrangements are accurate, complete, and aligned with client expectations. This position is ideal for individuals who enjoy structured processes, clear communication, and delivering a smooth, positive first experience for clients. No prior industry experience is required — comprehensive training and ongoing support are provided. Key Responsibilities - Guide clients through the onboarding and booking process from start to finish - Collect and verify client information to ensure accurate reservations - Communicate clearly and professionally via email, phone, and online platforms - Provide general destination and itinerary information - Maintain detailed and organized client records - Follow established procedures to ensure compliance and accuracy - Participate in training sessions and team meetings Perks & Benefits - 100% remote work environment - Flexible scheduling within business needs - Structured onboarding and ongoing mentorship - Performance-based growth opportunities - Supportive, collaborative team culture Required Qualifications - Strong written and verbal communication skills - Excellent attention to detail and organizational ability - Comfortable working independently in a remote setting - Basic computer proficiency and reliable internet access - Must be at least 18 years of age - Residency in the U.S., U.K., or approved regions - No prior travel industry experience required training provided

• Conduct orientation sessions for new employees • Introduce staff to organizational policies, programs, and service expectations • Ensure all onboarding steps are completed for new hires • Support new employees as they transition into their roles • Manage and maintain training modules within the LMS platform • Assign required courses to new employees • Monitor and track staff training completion • Update training materials as program policies evolve • Provide training on housing stabilization services and program expectations • Teach documentation standards and service note requirements • Support staff understanding of Medicaid service documentation • Coordinate training related to client engagement, housing search strategies, and community resource navigation • Coordinate shadowing opportunities for new staff • Support practical learning experiences • Provide coaching to staff during their first 30–60 days • Work closely with supervisors to ensure new staff develop strong service delivery skills • Facilitate periodic staff training sessions • Identify skill gaps and training opportunities • Recommend improvements to training systems and onboarding processes • Support ongoing professional development for staff