Job Title Vendor Onboarding Specialist Job Description Summary C&W Services is seeking a Vendor Onboarding Specialist to support a high-priority initiative for one of our large clients. This role will focus heavily on vendor sourcing, research, outreach, and onboarding, while also supporting contract management and compliance functions within our Facilities Hub. Candidates should be highly detail-oriented, self-motivated, have great phone skills and be comfortable using online tools to execute a defined process efficiently. This is an ideal opportunity for professionals with experience in customer service, vendor management, or administrative coordination who can thrive in a fast-paced, high-volume environment.Job Description Key Responsibilities Vendor Research, Outreach & Onboarding (Primary Focus): - Source and research service providers using Google Maps, search engines, or AI tools (e.g. Copilot) based on project needs and locations. - Log potential vendors into standardized trackers with accurate contact and service area data. - Conduct direct outreach to vendors via phone and email to explain subcontractor opportunities. - Guide interested vendors through the onboarding process, including documentation, answering questions, and uploading files to internal systems. - Identify which locations each vendor can service and track accordingly. - Provide status updates and flag onboarding completions to the internal team. - High-volume outbound calling capability (40–60 calls per day target) - Explain program value, overcome hesitation, and secure commitments - Follow-through with urgency to move vendors to completion Vendor Compliance & Contract Administration (Secondary Support): - Support internal vendor compliance efforts to ensure alignment with client and company standards. - Educate new and existing vendors on compliance and performance expectations. - May be asked to assist in issuing vendor agreements and amendments in coordination with Legal and Risk Management teams. - Submit and track Internal Change Forms for accurate record-keeping (SOX compliant). - Maintain databases and spreadsheets to track contract documentation, compliance materials, and onboarding progress. Qualifications Required (Knowledge, Skills, Abilities, and Experience): - Excellent communication skills, both verbal and written - Minimum 3 years in a role that involves: - High-volume phone-based outreach (call center, inside sales, account development, vendor management, or dispatch environments preferred) - Convincing/persuading external parties. - Managing structured onboarding/compliance tasks (e.g., contracts, insurance verification, licensing, or regulated documentation) - Comfortable working in a metric-driven environment with recorded calls & performance tracking - Detail-oriented enough to validate insurance & compliance requirements - Competent with spreadsheet tracking and structured workflow processes - Experience working with contractors, service providers, trades, or vendors strongly preferred Remote Work Requirements - High‑speed internet (150-300 mbps. download) is required for this role. Connection must support video meetings, remote system access, consistent productivity, with uninterrupted workflow. - Employees must have a quiet, distraction‑free workspace suitable for professional phone conversations and to protect customer information. - Camera‑on participation is required during meetings and trainings, as we operate in a fully virtual environment and rely on video presence for collaboration, engagement, and team connection. - The workspace must be able to accommodate multiple screens and provide an ergonomic setup that supports productivity. - To maintain business continuity, employees are expected to have a backup plan for connectivity disruptions, including access to an alternate location (such as a co‑working space, library, or other reliable environment) in case of home internet or power loss. Preferred - Phone sales experience - Experience supporting facilities, maintenance, or service‑based operations - High attention to detail and strong organizational skills - 3–5 years of professional experience in administrative support, customer service, recruiting, or vendor management preferred - Comfortable using Microsoft Office (especially Excel and Word), online research tools, and AI-enabled platforms preferred - Strong ability to follow structured processes and escalate appropriately when needed - Able to multitask in a fast-paced, deadline-driven environment - Self-directed with the ability to work independently and with a team - Willingness to learn new technologies and support evolving business needs Key Competencies & Traits - Calm, composed, and decisive in high‑urgency situations - Strong sense of ownership and accountability - Highly organized with strong time‑management skills - Collaborative and adaptable across teams and systems - Comfortable working in a metric driven environment Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $22.10 - $26.00 C&W Services is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us. INCO: “C&W Services”

• Lead and facilitate onboarding training sessions for new hires/clients (e.g., BCBAs, RBTs, and administrative staff) • Develop, maintain, and improve onboarding and training materials (SOPs, guides, videos, presentations) • Ensure new employees are fully trained on internal systems (e.g., Rethink, scheduling platforms, communication tools) • Conduct system walk-throughs and hands-on training to ensure competency • Partner with clinical leadership to ensure training aligns with clinical standards and expectations • Track and monitor training completion and employee readiness before they begin working with clients • Provide ongoing support and follow-up training as needed post-onboarding • Identify knowledge gaps and continuously improve training programs and processes • Assist with onboarding coordination (documentation, scheduling, system setup) as needed • Act as the primary point of contact for new hires during their onboarding and initial training period

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You'll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change. What you get to do every day - Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership - Proactively reach out to clients to book the account set-up call - Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis - Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met - Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track - Identify potential areas for process improvement to help the team scale - Confirm billing information for new clients - Other duties as assigned What you bring to the role - 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales - Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus - You thrive being a part of a team. - A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly - A strong work ethic, proactively following up with our customers and keeping them on track - Experience working in a fast-paced, high growth software company where change is a constant - Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss - Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team - Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required) - PST time zone preferred Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. - Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. - Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. - Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $24.04 - $26.46 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. Benefits - - A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees - Top-of-the-line health plans, as well as dental and vision insurance - Competitive time off and parental leave - Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness - Lyra: Enhanced Mental Health Support for Employees and dependents - Carrot: Fertility healthcare and family forming benefits - Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt - Monthly work-from-home stipend; quarterly lifestyle stipend - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. We’re a great place to work (but don’t take our word for it) Here’s a list of our awards and accolades: - Certified as a Great Place To Work® (2023-2025) - Fortune Best Place to Work in the Bay Area (2024) - Best Places to Work by Built In (2023-2024) - America’s Best Startup Employers by Forbes (2020-2022, 2024) - A Top Company by Y Combinator (2020-2023) - Inc. Fastest Growing Companies (2021) Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com. Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures

• Lead full-cycle recruiting across departments, from intake to offer acceptance. • Proactively source high-caliber candidates using creative, modern strategies. • Build and maintain a forward-looking talent pipeline to support future growth. • Serve as a strategic advisor to hiring managers, clarifying role expectations, competencies, and cultural alignment. • Ensure every candidate experience reflects our standards of excellence and professionalism. • Conduct compensation benchmarking to ensure industry competitiveness. • Iterate and execute a seamless onboarding experience that accelerates productivity and cultural integration. • Partner with leaders to ensure new hires have clear expectations, training plans, and early wins. • Continuously improve onboarding practices based on feedback and performance outcomes. • Improve current recruiting and hiring practices with data-driven insights. • Strengthen interview frameworks, evaluation criteria, and decision-making processes. • Leverage technology to streamline workflows and increase recruiting effectiveness. • Track and report key talent metrics to inform leadership decisions.