• Serve as the primary member contact and advocate until their care team is established • Liaise with internal CCA/CareSource providers and external healthcare providers • Educate members on health plan offerings and address questions or concerns • Document members' current healthcare services and new service requests • Schedule new members’ initial nurse intake visits • Utilize communication skills to engage individuals not readily interested in connecting with CCA/CareSource • Provide clinical care via telehealth technologies • Perform any other job related duties as requested

• Manage a portfolio of approximately 6–10 active onboarding accounts. • Serve as the primary point of contact from contract signing through onboarding completion. • Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements. • Establish onboarding expectations, milestones, and timelines. • Manage all client communications via email, phone, and Zoom. • Conduct regular client check-ins throughout the onboarding process. • Monitor client satisfaction and proactively identify potential concerns. • Escalate risks and issues to leadership when appropriate. • Guide clients through go-live preparation and readiness. • Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal. • Customize training sessions based on specialty, workflow, documentation requirements, and billing processes. • Ensure clients achieve clinical and billing readiness prior to graduation. • Provide same-day post-session recaps with SMART action items. • Maintain accurate documentation of all onboarding activities in Momentum CRM. • Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements. • Verify completion of: EDI enrollment, ERA setup, CMPay/Fortis activation. • Ensure all onboarding workstreams remain aligned and on schedule. • Complete graduation readiness verification, including: EDI confirmation, active payment processing, billing training completion, dress rehearsal completion, client confidence assessment. • Prepare and conduct account handoff to the Retention team.

Role Description As an Onboarding Coach, we’re looking for someone who truly understands hospitality and can step into our clients’ shoes to demonstrate how our system makes their lives easier. You’ll care for our clients and their properties just as you would for a guest in a hotel—always going the extra mile. In this role, you’ll train clients on the system, tailoring it to fit their needs as a hospitality business. By asking the right questions, you’ll get to know your clients and ensure that, by the end of the onboarding process, they have a complete understanding of and confidence in using the system. As part of our Customer Onboarding Team, you’ll play a vital role in bringing our motto “more reservations, happier guests” to life. Our team is close-knit and collaborative, living this motto every day by working closely together to provide exceptional support and ensure a seamless onboarding experience for our customers. Qualifications - Over 1 year of hospitality experience in roles like Front Desk or Revenue Manager. - At least 2 years of relevant industry experience in customer-facing roles. - Fluency in English and Portuguese. - Fluency in Spanish is also preferred. Requirements - Facilitate client onboarding, training, and ongoing support via video, phone, and email. - Resolve customer inquiries and troubleshoot escalated issues across multiple channels. - Partner with Sales to define success, demonstrate ROI, and drive retention. - Build strong client relationships to encourage loyalty and promote product adoption. - Develop a deep understanding of Cloudbeds’ products and customer needs. - Contribute to training materials and stay updated on system changes. - Record activities in Salesforce, gather feedback, and share insights for product improvements. Benefits - Remote First, Remote Always. - PTO in accordance with local labor requirements. - Monthly Wellness Fridays - enjoy an extra long weekend every month. - Full Paid Parental Leave. - Home office stipend based on country of residency. - Professional development courses in Cloudbeds University. - Access to professional development, including manager training, upskilling and knowledge transfer.

Role Description As an Onboarding Coach, we’re looking for someone who truly understands hospitality and can step into our clients’ shoes to demonstrate how our system makes their lives easier. You’ll care for our clients and their properties just as you would for a guest in a hotel—always going the extra mile. In this role, you’ll train clients on the system, tailoring it to fit their needs as a hospitality business. By asking the right questions, you’ll get to know your clients and ensure that, by the end of the onboarding process, they have a complete understanding of and confidence in using the system. Qualifications - Over 1 year of hospitality experience in roles like Front Desk or Revenue Manager. - At least 2 years of relevant industry experience in customer-facing roles. - Fluency in English and Portuguese. - Fluency in Spanish is also preferred. Requirements - Facilitate client onboarding, training, and ongoing support via video, phone, and email. - Resolve customer inquiries and troubleshoot escalated issues across multiple channels. - Partner with Sales to define success, demonstrate ROI, and drive retention. - Build strong client relationships to encourage loyalty and promote product adoption. - Develop a deep understanding of Cloudbeds’ products and customer needs. - Contribute to training materials and stay updated on system changes. - Record activities in Salesforce, gather feedback, and share insights for product improvements. Benefits - Remote First, Remote Always. - PTO in accordance with local labor requirements. - Monthly Wellness Fridays - enjoy an extra long weekend every month. - Full Paid Parental Leave. - Home office stipend based on country of residency. - Professional development courses in Cloudbeds University. - Access to professional development, including manager training, upskilling and knowledge transfer.