• Serve as the primary point of contact for new employees throughout the onboarding process, providing a professional and welcoming experience from first contact through start date • Handle daily inbound and outbound communication (phone, text, email) with employees, recruiters, and clients regarding onboarding status, documentation needs, and start date readiness • Manage the electronic onboarding process including pre-hire paperwork and portal completion follow-up • Track and maintain accurate status for all pending and active employee placements in company systems, ensuring real-time visibility for the Operations and Sales teams • Maintain a complete and accurate log of all communications with employees, recruiters, and clients for tracking and follow-up purposes • Monitor the background check and drug screening process, including tracking and reviewing results in coordination with vendors • Apply the Ops Onboarding Decision Matrix to determine when to clear a candidate versus when to escalate to HR • Collect, review, and maintain licenses, certifications, immunization records, and other credentialing documents required for placement, particularly for healthcare roles • Flag expired credentials, incomplete documentation, or compliance gaps to the relevant Operations or HR team members before clearing a worker to start • Monitor the electronic I-9 process for new hires and rehires in the system • Escalate Tentative Non-Confirmations (TNCs) and Final Non-Confirmations (FNCs) to HR immediately • Maintain organized and compliant I-9 files, supporting periodic HR-led audits • Use the Ops Onboarding Decision Matrix as the primary guide for all onboarding compliance decisions, escalating to HR whenever the situation falls outside routine processing • Stay current on internal systems, process changes, and any updated onboarding procedures communicated by HR or Operations leadership • Use and maintain company’s proprietary software (CRM+HRIS) and internal Operations processes with a high degree of accuracy and attention to data integrity • Perform other duties as assigned by the Operations Manager

• Build, lead, and mentor a team of Launch Specialists, fostering a culture of excellence and continuous improvement. • Provide training, coaching, and performance management to ensure the team delivers high-quality support. • Refine our Onboarding process to support new restaurants and set them up for success. • Identify key metrics and develop strategies to reduce early churn among new restaurant clients. • Collaborate closely with Onboarding, Sales, Product, and Customer Support teams to ensure seamless transition and consistent messaging for new clients.

Role Description As a Specialist, Onboarding Coach you thrive working in a high-velocity onboarding and support environment that finds success by always changing and adapting. You are customer-focused and excited by the prospect of supporting our newly enrolled customers. You have the ability to listen, understand customer needs, resolve problems, instill confidence, and coach/train to get new customers on track to success. Your objective is to work with newly enrolled Pros to build a customized onboarding plan tailored to their specific needs and anchored on their specific goals. You will then help support them over their first 30 days to achieve those goals. In doing so you will help maximize customer retention and satisfaction. Your earning potential is uncapped. Your Pro’s success is your success; for every Pro that reaches their activity targets in their first 30 days you earn a commission. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success. What you do each day: - Partner with newly enrolled Pros on a custom onboarding plan - Make 75+ outbound dials per day or maintain 5+ hours of talk time to maximize opportunities to connect with the Pros in your portfolio - Listen and understand customers’ needs; handle objections, find creative solutions, and resell the value of our product - Coach customers on how to implement Housecall Pro into their business, the basics of the product, and ultimately how to achieve the goals that motivated them to buy in the first place - Quickly identify high-risk accounts and escalate customers to applicable resolution paths, as needed - Be an effective team player with strong customer service, communication, presentation and creative problem-solving skills Qualifications - 2+ years experience in full-time in a client-facing onboarding or support role - High school diploma or equivalent; Bachelor's degree is a plus - 6+ months of outbound sales or prospecting experience is a plus Requirements - Excellent English reading, writing, and verbal communication - Hard-working, reliable, and adaptable - Professional attitude and demeanor - Curious and eager to learn - Experience using AI tools to increase quality and efficiency of work Benefits - A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k) - Paid holidays and flexible, take-it-as-you-need-it paid time off - Monthly tech reimbursements - A culture built on innovation that values big ideas, no matter where they come from

Role Description As a Specialist, Onboarding Coach you thrive working in a high-velocity onboarding and support environment that finds success by always changing and adapting. You are customer-focused and excited by the prospect of supporting our newly enrolled customers. You have the ability to listen, understand customer needs, resolve problems, instill confidence, and coach/train to get new customers on track to success. Your objective is to work with newly enrolled Pros to build a customized onboarding plan tailored to their specific needs and anchored on their specific goals. You will then help support them over their first 30 days to achieve those goals. In doing so you will help maximize customer retention and satisfaction. Your earning potential is uncapped. Your Pro’s success is your success; for every Pro that reaches their activity targets in their first 30 days you earn a commission. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success. What you do each day: - Partner with newly enrolled Pros on a custom onboarding plan - Make 75+ outbound dials per day or maintain 5+ hours of talk time to maximize opportunities to connect with the Pros in your portfolio - Listen and understand customers’ needs; handle objections, find creative solutions, and resell the value of our product - Coach customers on how to implement Housecall Pro into their business, the basics of the product, and ultimately how to achieve the goals that motivated them to buy in the first place - Quickly identify high-risk accounts and escalate customers to applicable resolution paths, as needed - Be an effective team player with strong customer service, communication, presentation and creative problem-solving skills Qualifications - 2+ years experience in full-time in a client-facing onboarding or support role - High school diploma or equivalent; Bachelor's degree is a plus - 6+ months of outbound sales or prospecting experience is a plus Requirements - Excellent English reading, writing, and verbal communication - Hard-working, reliable, and adaptable - Professional attitude and demeanor - Curious and eager to learn - Experience using AI tools to increase quality and efficiency of work Benefits - A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k) - Paid holidays and flexible, take-it-as-you-need-it paid time off - Monthly tech reimbursements - A culture built on innovation that values big ideas, no matter where they come from