About ABC Legal Services: ABC Legal Service is proud to be the national leader in service of process. We are a team of 1000 and growing with offices in Los Angeles, Oklahoma City, Phoenix, Brooklyn, Chicago, Washington DC, and more. Seattle is our home and headquarters. We’ve been successful in this unique business for over 30 years and we continue to advance our technology and business processes to remain years ahead of what our competition is able to offer. Our focus is to expand our technology lead, acquire and integrate less efficient competitors, and tap into new segments through an integrated inbound marketing and sales approach. Job Overview: The Onboarding & Integration Specialist is responsible for owning the end-to-end new employee onboarding journey, coordinating across HR, hiring managers, IT and the new hire, to ensure a seamless, efficient, and high-touch experience from offer acceptance through the end of the first 90 days (or first week/first month milestones). This is a project-management style role within HR: you will help ensure that the new hire has all necessary equipment, training, introductions, orientation, and is properly handed off to their hiring manager and team. You will also help measure and continuously improve the onboarding process and employee experience. Key Responsibilities - Collaborate with Talent Acquisition / Recruiting to align on offer acceptance, start date, new-hire paperwork and pre-onboarding communications. - Serve as the primary point-of-contact for the new hire during the onboarding period: send welcome communications, set expectations, share timeline, answer questions. - Partner with IT (or the outsourced/managed-services provider) to ensure that remote employees have all required equipment (computer/laptop, monitor(s), keyboard/mouse, headset, other peripherals), access credentials, software, work-from-home connectivity set-up, and that equipment is shipped/received in time. - Coordinate with HR operations/HRIS for completion of all mandatory new hire forms (I-9 / W-4 / benefits enrollment / policy acknowledgments etc.). - Design, schedule and manage the first-week orientation/training (company overview, culture & values, compliance training, team introductions, job-specific training plan) and ensure the hiring manager and buddy/mentor are engaged. - Establish and monitor the first 30/60/90 day check-in schedule: coordinate with the hiring manager to ensure the new hire is meeting key milestones, feels connected, and that any issues are surfaced and addressed early. - Facilitate the “handoff” from onboarding to the hiring manager/community of practice: ensure the manager has a readiness checklist, knows status of new hire, has introductions lined up, and that the new hire is engaged with the team. - Maintain and update onboarding documentation, checklists, workflow diagrams, and dashboards (e.g., new hire status tracking, equipment status, training completion). - Continuously collect feedback from new hires and hiring managers (e.g., new-hire surveys at week 1 and week 30) and propose improvements to enhance the experience and reduce bottlenecks. - Ensure compliance with company policies, legal/regulatory obligations relevant to onboarding, data privacy, remote work provisions, equipment inventory and asset tracking. - Build and maintain relationships with cross-functional stakeholders (HR operations, IT, security, facilities if relevant, hiring managers) to streamline the onboarding process. - Occasionally support special onboarding-related projects (e.g., onboarding for acquisitions, new business units, remote/hybrid work roll-out, global/hybrid onboarding initiatives). Qualifications - Bachelor’s degree in Human Resources, Business Administration, Organizational Development, or related field (preferred). - 2-5 years of HR operational experience (or project coordination) with a strong interest in new employee experience, project management, and process improvement. - Demonstrated ability to manage multiple concurrent tasks/projects, strong organizational skills and attention to detail; must be comfortable working cross-functionally and managing timelines/dependencies. - Excellent communication skills (verbal and written) with the ability to engage new hires, hiring managers, IT partners and senior stakeholders. - Proficiency with HRIS systems, onboarding/training workflow tools; familiarity with remote/hybrid work equipment logistics is a plus. - Strong customer-service mindset: viewing the new hire as the “internal customer” and striving to deliver a positive experience. - Proactive, self-starter who can identify issues, escalate when needed and drive to completion. - Ability to work in a remote/hybrid environment, manage shipping/asset tracking, and coordinate across geographic/time zone boundaries if relevant. Performance Metrics - % of new hires who have equipment ready/received on or before day 1. - % of new hires who complete orientation/training milestones by end of week 1 / 30 / 60. - New hire satisfaction/experience scores (via survey) at week 1 and week 30. - Hiring manager satisfaction with onboarding process. - Time from offer acceptance to full productivity (or defined onboarding completion). - Reduction of onboarding process delays, equipment issues, training backlog. We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. Join our team today! Benefits: - Health, Dental, Vision insurance - 401(k) with company matching - Paid time off - 7 Paid company holidays - 4 Floating holidays per-year - Life Insurance and AD&D Insurance - Long Term Disability - Health Care Reimbursement Flexible Spending Account - Dependent Care Flexible Spending Account - EAP (Employee Assistance Program) - Pet Insurance - Company sponsored Orca Card - Growth opportunities Schedule: Monday through Friday, 8am to 5pm, remote. Location: Remote from one of the following states: Montana, North Dakota, Kansas, Oklahoma, Iowa, Arkansas, Michigan, Wisconsin, Indiana, Kentucky, North Carolina, South Carolina, Virginia, Louisiana, Mississippi, Alabama, Florida Salary range: $48,000 -$65,000 Salaries will vary depending on various factors which include, but are not limited to location, education, skills, experience and performance.

At Bluebeam, we empower people to advance the way the world is built. We create smart software solutions that make construction sites more efficient, connected and safe and improve the lives of design and construction professionals everywhere. About the Role: The Partner Enablement Specialist, EMEA owns the tactical execution of Bluebeam's partner enablement strategy across the region, ensuring partners are equipped to engage customers effectively across both sales and support. This role manages the development and administration of partner training courses and certifications in the Partner Training LMS, and collaborates with Channel Sales, Marketing, and Operations stakeholders to identify enablement needs and build the right supporting programs and content. Key Responsibilities: - Work closely with internal stakeholders, including Channel Sales, Marketing, and Operations, to define Partner enablement needs and support the enablement strategy for Bluebeam's partner ecosystem. - Build scalable and effective enablement content and programs for external partners across EMEA and the broader international partner landscape. - Collaborate with subject matter experts in product marketing, product, and sales to conceptualise, create, and refine course content and supporting materials. - Manage partner enablement courses and certifications within the Partner Training LMS. - Create and maintain a reporting suite that demonstrates the effectiveness of enablement programs and supports continuous improvement. - Handle administrative tasks related to the partner enablement program, ensuring project work is prioritised and completed on deadline. - Create and maintain an organized training catalog and reference system for partner-facing resources. - Present training content effectively to in-person and remote professional audiences. About You: - Demonstrated Sales or Channel Enablement experience, with a focus on training delivery and / or curriculum development, specifically for Partner ecosystems - Comfortable presenting to rooms of professionals and remote groups. - Strong project management, organisational, and analytical problem-solving skills. - Excellent written and verbal communication skills, with a collaborative and data-driven approach. - Experience working cross-functionally with sales, marketing, operations, and product stakeholders to deliver enablement outcomes. - Able to Travel up to 20% - Fluent English language, both written and verbal Preferred Qualifications: - Background or professional experience of the AEC industry. - Experience selling, marketing, or training within AEC or adjacent industries. - In-depth product knowledge of Bluebeam, CAD programs, Revit, BIM, CMS, or other AEC software and solutions. - Fluency in German, French, or Spanish languages is a plus Below is our DEIBA (Diversity, Equity, Inclusion, Belonging, and Accessibility) mission statement: Bluebeam is committed to building an inclusive environment in which everyone, regardless of background, has an opportunity to experience a deep sense of belonging. Each of our unique perspectives amplifies our collective power, and by encouraging diverse perspectives in an environment infused with mutual respect, we arrive at better solutions. And when we bring the best version of ourselves to work, we can make our best contributions to the global community of people who build our world. About Bluebeam: The construction industry is adopting new technology at a feverish pace. Tablets and cell phones are replacing paper blueprints, drones are surveying job sites in 3D, and cloud collaboration is changing the way teams work together. Bluebeam plays a crucial role in this transformation. The key to our success is a customer-focused approach to product development: we work with the industry to create solutions for the industry. Today, over 3 million people throughout the world use Bluebeam. In the US, we're a critical partner for the majority of top AEC firms, and rapidly expanding our presence globally, with offices in Australia, Denmark, Sweden, Germany and the UK. Come design and build your future with us. Bluebeam is proud to be an equal opportunity workplace. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. #Bluebeam #LI-Remote #LI-CJ1

• Ensure every new eSkilled customer is onboarded and successful in getting the most out of their software • Run “How To” training webinars on software features • Creating “How To” screen capture videos for tutorials • Work with marketing team with communications on features to be sent regularly to clients • Assist Marketing Team in promoting new features • Identify clients struggling who may represent a risk of cancellation and support those clients to succeed in using the platform • Achieve set KPIs for retention of new clients • Work with the support team to improve client onboarding tools and tutorials • Work closely with the Account Manager and Support Team to ensure a smooth transition between new sales and support. • Promote paid services, such as course build/implementation services to assist clients onboarding faster. • Assisting the Account Managers with various time specific campaigns.

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is assisting the process of clients onboarding and authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Support Specialists role sits at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days. What You’ll Do - Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to: - Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates - Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion - Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries - Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols - Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations - Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards - Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce - Working with AI initiatives:- Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle Who You Are - 3+ years of work experience in the financial advisory or FinTech industries, preferably in a client onboarding or alternatives data function. - Experience in client onboarding or a related operational role within the financial services or technology sector. - Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously. - Excellent communication and follow-up skills to effectively interact with clients and internal teams. - Proficiency in using operational dashboards, CRM systems, and password management tools. - Ability to identify process improvements and contribute to enhancing operational efficiency. - A proactive approach to problem-solving and a commitment to delivering a positive client experience. Our Values - Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. - Build Together - Collaborate to unlock the best solutions. Deliver lasting value. - Champion Our Clients - Exceed client expectations. Our clients’ success is our success. - Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. - Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.