• Serve as the primary point of contact for new customers from contract signature through go-live • Lead Zoom onboarding calls to configure payroll, bookkeeping, taxes, and other Every products, walking customers through setup step by step • Coordinate internally across Every's Payroll, Tax, Bookkeeping, and other product teams to ensure customer tasks are completed on time • Own the full contract process: send, track, follow up, and confirm signatures • Update billing systems accurately when contracts are executed • Proactively manage open items, deadlines, and dependencies across multiple customer onboardings simultaneously • Surface blockers early and drive resolution, whether the issue sits with the customer or internally • Respond to customer inquiries quickly and clearly, same-day, always • Build and refine onboarding playbooks as we scale

• 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.