• 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.

About the Role The Relo Metrics Onboarding & Education (O&E) team drives knowledge sharing, process optimization, product adoption, and scalable educational initiatives to empower our customers and internal teams. As an Onboarding & Education Associate, you will play a key supporting role in delivering on these goals — working behind the scenes to keep our onboarding operations, training content, and customer education programs running smoothly. This role is primarily operational and coordination-focused, working in close partnership with Senior Consultants and the broader Onboarding & Support team to ensure consistent, high-quality delivery across onboarding and enablement workflows. With growth and experience, this position can grow into a lead consultant and client-facing role. What You’ll Do • Assist in gathering and documenting client goals, onboarding requirements, and key success metrics in coordination with O&E Consultants, Customer Success, and Sales teams to ensure onboarding efforts are well-informed and consistent. • Support Consultants in managing onboarding timelines, helping to track milestones, maintain project documentation, coordinate scheduling, and flag potential delays to ensure on-time delivery of contractual commitments. • Assist in the upkeep, organization, and ongoing optimization of training and curriculum materials, ensuring content remains accurate, accessible, and aligned with product updates and customer needs. • Provide operational support to help deliver a consistent customer first-touch experience, contributing to the processes and tools that underpin platform adoption and long-term retention. • Assist in coordinating with internal teams — including Sales, Customer Success, and Product — to gather updates needed to keep training materials current, relevant, and aligned with evolving business goals. • Contribute to the build-out and ongoing maintenance of the Relo Certification program by helping to organize content, track learner progress, manage program logistics, and support delivery across onboarding and ever boarding stages. • Help introduce new training content and maintain existing materials, performing quality checks to ensure accuracy, consistency, and relevance across the full library of training resources and self-serve assets. • Support the tracking of training engagement and certification data, compiling structured reports and contributing to analysis that informs ongoing improvements to the enablement program. • Leverage AI tools and established technology platforms to improve the efficiency, consistency, and scalability of onboarding and educational workflows, supporting the team's ability to grow and serve an expanding customer base. Required Skill Sets • Detail-Oriented – strong organizational skills with the ability to manage multiple tasks, track content updates, and maintain accuracy across competing priorities. • Reliable – you consistently meet deadlines, show up on time, and deliver on your commitments. • Adaptable and Solutions-Focused – you are open to change and can adjust to shifting priorities or unexpected challenges, embracing new technologies and methodologies as they arise. • Collaborative – you thrive in team environments and communicate clearly and proactively with colleagues across functions. • Strong written and verbal communication skills. Qualifications • 1–2 years of relevant experience in a customer success, project coordination, content management, training support, or similar role. • Experience in or strong interest in a SaaS, data analytics, or technology-driven environment. • Strong organizational skills with the ability to manage multiple workstreams and track progress across projects. • High attention to detail with a willingness to take initiative and ownership of assigned tasks. • Comfortable working with data and using tools to track, compile, and report on outcomes. Bonus Qualifications • Familiarity with AI, LMS or other technology tools. • Knowledge of international sports and social media platforms. • Experience with knowledge management or project tools Join Us If you are detail-oriented, thrive in collaborative and fast-paced environments, and are eager to build your career in customer education and enablement, we encourage you to apply for the Onboarding and Education Associate position. Join us as we shape the future of onboarding programs and drive platform adoption and customer success at Relo Metrics. What's In It For You? At Relo Metrics, competitive base pay is a part of a total rewards package which also includes benefits and wellness. The reasonable estimated base pay range for this role is from $30-35 hourly. The actual amount may be higher or lower. Individual compensation will vary based on factors including, but not limited to, relevant qualifications, work location, and labor market conditions. The total rewards package offered also includes: - Medical, Dental & Vision Coverage (BUPA) - Short & Long Term Disability Coverage - Life & AD&D Coverage - EAP Program - Pension Scheme - Paid Public Holidays, Personal Leave & Global Volunteer Time Off - WFH Scheme - Global Wellness Reimbursement Note: This position offers the opportunity for remote work or 'work from home'. However, Relo Metrics is excited to only consider applicants residing in the local area listed in the job description for business needs including some or all of the following: client interaction, team interaction, timezone, etc.