• Assisting new clients with the Firm’s digital onboarding process, including client intake, gathering & review of documents, and ensuring successful completion of client onboarding • Utilizing the Firm’s Salesforce CRM software in performing client-support tasks • Meeting high-quality performance requirements and goals for all tasks and responsibilities • Reviewing client documents for completeness and uploading to the Firm’s client management system • Following up with clients as needed to complete their onboarding • Other related tasks as instructed by the Firm’s attorneys

• Conduct onboarding meetings with new clients via Zoom • Guide clients through the intake process and onboarding forms • Gather client requirements and communicate key information to the internal team • Explain AI solutions, processes, and expectations in a clear, client-friendly manner • Serve as the primary point of contact during the onboarding process • Ensure clients feel supported, informed, and confident throughout their onboarding experience • Maintain accurate client records and onboarding information within CRM and internal systems • Coordinate with internal teams to ensure a smooth onboarding process • Follow up with clients to gather required information and keep onboarding on track • Assist with customer support inquiries and ongoing client communication as needed • Learn and maintain a basic understanding of the company's AI solutions and services • Perform other duties related to the position as assigned

Role Description We’re looking for a Practice Onboarding Specialist to guide new healthcare clients through the onboarding process and ensure a smooth transition into our marketing and operational programs. This role is client-facing and requires excellent communication, coordination, and training skills to deliver an exceptional onboarding experience. - Serve as the main point of contact for new clients during onboarding. - Coordinate client training sessions, setup, and implementation tasks. - Conduct virtual walkthroughs and training to educate clients on tools and best practices. - Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery. - Track onboarding milestones, collect feedback, and proactively resolve concerns. - Maintain documentation, training materials, and onboarding guides. - Monitor KPIs to evaluate onboarding effectiveness and recommend improvements. - Assist with the client offboarding process when necessary. Qualifications - Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field. - 3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing. - Strong project management skills; able to juggle multiple clients and timelines. - Excellent communication and presentation skills. - Critical thinking and problem-solving abilities. - Familiarity with CRM tools and project management platforms is a plus. - Customer-first mindset and attention to detail.

Role Description You are detail-oriented and highly organized with a strong technical aptitude and experience in user account management and provisioning. Knowledgeable in authentication protocols, user access management, and cloud-based systems. 3+ years of experience in user onboarding, provisioning, or IT administration with strong problem-solving and troubleshooting skills. You have excellent spoken and written communication skills in English coupled with being self-motivated and able to work effectively in a remote, team-oriented environment. Key Responsibilities - Oversee and manage the end-to-end onboarding and provisioning process for new users, ensuring timely access to systems, tools, and resources. - Configure and maintain user accounts in systems such as Office 365, Google Workspace, VPN services, and other business-critical applications. - Work closely with stakeholders and clients to align provisioning processes with onboarding workflows. - Assist in managing and auditing user access rights, ensuring compliance with security policies. - Troubleshoot and resolve provisioning-related issues, escalating as necessary. - Maintain accurate documentation of onboarding procedures, access control policies, and provisioning workflows. - Monitor and proactively address system access requests, account changes, and deprovisioning as needed. - Collaborate with internal stakeholders to streamline and improve onboarding efficiency. - Stay up to date with best practices in user access management and security. Qualifications - Proficiency in managing user accounts and permissions across enterprise applications. - Strong interpersonal and communication skills with the ability to provide clear guidance to new users. - Ability to multitask and prioritize tasks effectively in a fast-paced environment. - Commitment to data security and confidentiality in handling user access. - Ability to work well independently and as part of a distributed team. - Strong troubleshooting skills to diagnose and resolve access-related issues. Requirements - 3+ years of experience in IT administration, user provisioning, or a related field. - Hands-on experience with Office 365, Google Workspace, and identity and access management (IAM) tools. - Familiarity with Single Sign-On (SSO), Multi-Factor Authentication (MFA), and Active Directory. - Experience with ticketing systems like Zendesk, Jira, or ServiceNow is preferred. - Knowledge of security best practices related to user authentication and access management. - IT-related certifications (e.g., Microsoft Certified: Azure Administrator Associate, CompTIA Security+, ITIL) are a plus. Education - Minimum: High school diploma with relevant technical certifications. - Preferred: College diploma or university degree in an IT-related field. Benefits - Competitive salaries in addition to robust, health and wellness-focused benefits. - Commitment to work-life balance with paid time off when you need it. - Employee Resource Groups and company-sponsored events. - Regular opportunities for professional growth through educational support, mentorship programs, and career development resources. - Employee recognition and engagement programs.