• Manage full-cycle onboarding, including background checks, I-9 verification, and document collection • Monitor and track candidate training completion • Improve the onboarding experience and streamline processes • Manage offboarding procedures, distribute paperwork, collect and distribute offboarding feedback • Support terminations and update employee records accordingly • Track employee license submission for credentialing (BCBA, BCaBA, SLP, OT, CPR, BLS) and certification renewals • Lead and record onboarding training to ensure compliance with BACB, Medicaid, and state-specific requirements • Maintain accurate and up-to-date employee files and documentation • Ensure compliance with multi-state employment laws • Address employee concerns and disputes in a professional and confidential manner during training • Support performance-related conversations, disciplinary actions, and terminations during training • Provide Benefits and Total Rewards special project support • Coordinate company hosted events and communication, and share at company All Hands meetings • Create materials to introduce new team members and spotlight promotions in Canva • Maintain and update the Employee Handbook and HR policies • Coordinate and document performance review cycles • Assist in the development of new HR procedures and process improvements • Own all updates and changes that are onboarding and benefits related in HRIS (Paylocity) and Onboarding (Tangelo) • Track and report HR and onboarding KPIs (time-to-hire, onboarding completion, payroll accuracy) • Provide data insights and support leadership with operational decisions

• Guide new and interested clients through Task Buddie’s onboarding process. • Conduct onboarding calls to understand client needs, goals, and service fit. • Explain service offerings, workflows, and next steps clearly and confidently. • Support the transition from sales conversations to active client relationships. • Coordinate scheduling, documentation, and follow-ups to ensure a smooth start. • Maintain accurate records and notes in the CRM system. • Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

• Grow ExactCare’s patient base by promoting and educating patients on medication management solutions • Conduct health and medication reviews with patients • Collect key health information • Responsible for accurate data entry of prescription information • Achieve key performance metrics • Create positive first impressions of AnewHealth/ExactCare • Educate facilities, institutions, and patients about ExactCare • Manage patient assessment processes • Maintain accurate records and prepare reports • Call prospective patients and conduct follow-up calls • Participate in team huddles and training sessions • Open lines of communication with the management team • Embody AnewHealth’s Core Values in all communications and interactions. • Other duties as assigned.

• Manage account configurations for prospective customers, ensuring customers roll out product features correctly. • Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process. • Serves as a subject matter expert on all products and delivers confident instructions that educate and enable new users, illustrating the benefits of certain features, effectively communicating value to customers, and instilling confidence and belief in their account configuration. • Handle communications with assigned sales leads through email and scheduled calls (Zoom). • Bring your own personality to develop rapport and meaningful relationships with businesses, building connections and gaining trust. • Collect product feedback from businesses and share it with the relevant teams. • Be proactive in self-education when product updates are released. • Manage the customer's business challenges and present clear, ROI-driven strategies. • Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero. • Take responsibility, initiative, and coordinate internally to ensure support is always covered. • Understand the product, its value, and keep up to date with evolving features/company changes. • Conduct training sessions and Q&As with admins and decision makers. • Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling.