• Handle new customer onboarding by following established SOPs • Provide GoHighLevel technical support, including: Integrating Zoom accounts Assisting with phone verification issues • Support Facebook Ads–related inquiries, including: Setting up Facebook Business Manager Creating and managing ad accounts Answering basic ad system questions • Communicate with clients and internal teams via Discord

• 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.