• Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform • Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users • Maximize trial utilization and ultimately enhance customer retention and satisfaction • Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively • Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed • Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones • Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.

Who we are: Field Nation brings companies and service professionals together through an integrated, easy-to-use platform. We support businesses looking to grow their service offerings while also empowering technicians to leverage their skills on their own terms. Our mission is to help the service delivery industry do great work, and we live that mission by doing great work for the companies and service professionals that depend on us. Why is this role important to Field Nation? We are looking for an Onboarding Specialist to lead our customers through their most critical milestones within their Field Nation journey, transitioning them from contract signed to successful power user. This role is responsible for driving the behavioral and tactical changes necessary for customers to thrive on the Field Nation marketplace. The Onboarding Specialist must be able to clearly capture and articulate the customers strategy and needs, cultivate engagement in a client-driven organization, and accelerate user adoption through advising customers on best practices in order to create a prescriptive path to drive successful outcomes and enable a customer to transform their business. This position will also offer the chance to work in a fast-paced, high growth environment where innovative ideas are encouraged and collaboration is a must. What you'll get to do: Partner with clients to translate business strategy into prescriptive onboarding roadmaps with clear milestones, ownership, and measurable outcomes. Lead end-to-end onboarding engagements, guiding transformation across people, process, and systems to drive adoption. Proactively identify and remove adoption blockers, mitigate risk, and pivot plans to ensure successful outcomes. Serve as the primary point of contact and escalation for assigned accounts, exercising sound independent judgment. Design and deliver high-impact training grounded in marketplace best practices and ROI-driven behaviors. Educate customers on the 1099 marketplace model, talent and resource management strategies, and platform functionality. Coach customers on proven workflows and habits used by top performers to drive immediate wins and sustained value. Lead cross-functional collaboration across Customer Success, Sales, Product, Marketing, and Finance to execute professional services engagements. Own the client’s path to value with agile execution, providing timely reporting aligned to strategic goals and success metrics. Continuously refine enablement materials, analyze performance trends, and share insights to drive consistent, scalable outcomes. You might be a good fit if you have: 2+ years of experience in technical/operational training and change management–focused roles. Strong consultative communicator with the ability to clearly present to both operational and management audiences. Highly organized and detail-oriented, able to manage multiple projects simultaneously in fast-paced, dynamic environments. Analytical problem solver with strong troubleshooting skills, sound judgment, and comfort navigating conflict. Self-driven, results-oriented team player who takes ownership and maintains composure under pressure. Why we think you'll love it here: Unlimited paid time off Annual vacation bonus - yes, we’ll pay you a bonus to take paid time off! Individualized growth + development plans Strong values around work/life balance Community involvement opportunities Competitive benefits: medical, dental, vision, paid parental leave + 401K Exposure to cutting-edge technologies to solve meaningful problems Come as you are: At Field Nation, we believe work is about more than checking the right boxes.  If you don’t meet 100% of the requirements for this role, but still feel you’d be a good fit, we want to hear from you!  We review all applications and may even have another open position where you are the perfect fit.

• Support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for new broker partners • Manage internal, carrier, and broker facing communications, follow ups, and data checking • Work closely with the Regional Sales Consultants, data analyst and finance analyst • Coordinate data collection throughout onboarding process • Ensure all steps and process flows are documented internally • Communicate with all internal teams • Prepare for cross functional team meetings

• Own and lead end-to-end onboarding for high-value, complex, or strategic accounts, managing multiple concurrent implementations with minimal oversight. • Serve as a strategic partner and trusted advisor to senior client stakeholders, aligning onboarding outcomes to customer business goals and long-term success. • Define project scope, timelines, and success criteria; proactively collaborate with Sales, Customer Success, and other internal teams prior to kick-off to ensure seamless handoffs and clear expectations. • Identify risks early, lead escalations, and drive resolution of onboarding challenges, coordinating across internal teams as needed. • Act as a Comply product and onboarding subject-matter expert, advising both customers and internal teams on best practices and platform capabilities. • Monitor, analyze, and report on onboarding progress, trends, and outcomes; provide insights and recommendations to leadership and cross-functional partners. • Deliver tailored onboarding and advanced platform training for customers based on their specific workflows and maturity. • Ensure a smooth, high-quality transition of customers to the Customer Success team, including documentation, handoff meetings, and success planning. • Mentor and support Onboarding Managers by sharing best practices, providing guidance on complex accounts, and contributing to team enablement. • Drive continuous improvement initiatives, including onboarding processes, tools, templates, and customer experience enhancements. • Use GuideCX to manage onboarding workflows, while helping refine how the team leverages onboarding technology at scale. • Partner on special projects and cross-functional initiatives that improve onboarding efficiency, scalability, and customer satisfaction.