• Act as the primary point of contact for live clients, addressing any queries or issues promptly and effectively. • Provide exceptional customer service and support to maintain strong client relationships and ensure satisfaction. • Manage the creation of onboarding requests and setups for new clients, ensuring all necessary documentation and processes are completed accurately and efficiently. • Coordinate with internal teams to facilitate the onboarding process and ensure timely setup of products and services. • Coordinate operational activities for the setup of products and services, ensuring that clients are "test ready" for seamless testing and integration. • Collaborate with cross-functional teams to address any operational challenges and streamline the setup process. • Provide warranty support to new production clients, addressing any issues or concerns that arise after implementation. • Work closely with technical teams to troubleshoot and resolve technical issues, ensuring minimal disruption to client operations. • Maintain regular communication with clients to ensure their needs are met and expectations are exceeded. • Build and nurture strong relationships with clients, serving as a trusted advisor and advocate for their success.

• Monitor outbound campaign dashboards daily for replies, bounces, and opt-outs • Categorize inbound responses based on defined SOPs • Conduct basic research on interested leads and create CRM entries • Send scheduling links and execute structured follow-up sequences • Prepare pre-call briefing notes and compile weekly campaign performance reports • Send contracts within defined timelines and track signature status • Execute follow-ups on pending agreements based on SOP cadence • Handle standard contract edits and escalate complex changes as needed • Coordinate onboarding communications and update pipeline status • Collect and verify required onboarding documents from new clients • Maintain accurate and timely updates in the CRM system • Track lead progression across all pipeline stages • Identify and flag inactive leads for review • Support reporting workflows and ensure data accuracy • Maintain a tracker of active agreements and key dates • Notify stakeholders ahead of upcoming renewals • Monitor payment status and coordinate on any discrepancies • Track and log post-agreement changes and updates • Coordinate shipment details between stakeholders • Share tracking information and monitor delivery timelines • Follow up on feedback and document outcomes • Send outreach messages using pre-approved templates • Monitor responses and route leads into CRM workflows • Track and log outreach activities for visibility

• Execute the development of plans, identify pertinent resources necessary, prioritize and execute against established plan • Deliver effective communication facilitating interactions both internally and externally • Control all changes or adjustments as necessary; ensure successful completion and handoff within established timeframes • Implement and create a communication schedule with clients and internal business partners as to the progress of the performance and activities • Control and lead meetings, workshops, and client discovery sessions capturing outcome and next steps • Govern the customer communication, owning the partnership between Livingston and the project deliverables during the duration of the onboard • Manage, document, and maintain all supporting information received and delivered • Identify and socialize any risk, opportunities, mitigation strategies and solutions for the desired outcome • Execute reviews and analyze change in regulations/trade initiatives and categorize impact to current processes • Create and identify process improvement and efficiencies and adjust or develop process tools • Manage multiple onboardings simultaneously varying stages of requirements and activity • Perform other related duties as assigned by management • Adhere to established company policies and procedures

Role Description The Onboarding Specialist will be responsible for creating corporate accounts, conducting onboarding sessions, and ensuring the smooth adaptation of new hires into the company culture and workflows. This role requires strong communication and organizational skills to help employees feel supported and confident as they begin their journey with the company. Key Responsibilities - Create corporate accounts for new hires and ensure access to all necessary systems and tools. - Plan and conduct comprehensive onboarding sessions virtually, introducing company policies, culture, and expectations. - Coordinate with various departments to ensure new hires have the necessary equipment, tools, and resources from day one. - Provide support and guidance throughout the adaptation period, addressing questions and concerns promptly. - Monitor the onboarding process and gather feedback to continuously improve the experience. - Maintain accurate onboarding records and documentation. - Collaborate with team leads and HR personnel to ensure a seamless transition for new employees. Qualifications - Preferred experience as an Onboarding Specialist, HR Coordinator, or in a similar role. - Excellent communication and interpersonal skills. - Strong organizational and problem-solving abilities. - Ability to manage multiple tasks simultaneously and meet deadlines. - Bachelor's degree in Human Resources, Business Administration, or a related field preferred. Benefits - Floating schedule allowing flexibility in work hours. - Part-time position suitable for work-life balance. - Fully remote work environment. - Opportunities for professional growth and development. - Collaborative and supportive team environment.