• The Client Onboarding Lead (Talent Matching Lead) serves as the quality gate between sourcing and hiring. • This role ensures that new client engagements begin with clarity, alignment, and strong execution standards, while maintaining a high bar for candidate-to-role matching. • You will lead the evaluation and calibration process that determines which candidates move forward, ensuring speed without compromising quality. • The role is highly cross-functional, partnering closely with recruiters, sourcers, and client-facing teams to drive clean workflows and strong submission-to-hire ratios. • You will directly influence time-to-hire, submission quality, and client satisfaction. • By enforcing strict evaluation standards and ensuring proper recruiter calibration, you will improve the submission-to-hire ratio and reduce wasted cycles. • Your work will streamline onboarding transitions from sales to recruiting, eliminate ambiguity in job requirements, and create tighter feedback loops between teams. • Ultimately, you will strengthen long-term client relationships by ensuring only high-quality, well-aligned candidates move forward. • Conduct deep resume and profile reviews to assess skill and experience alignment. • Evaluate candidate fit against role requirements before submission to clients. • Apply structured quality standards to maintain a high submission bar. • Ensure clarity and accuracy in candidate positioning and documentation. • Review recruiter submissions to validate alignment and completeness. • Improve submission-to-hire ratios through consistent quality gating. • Enforce Pearl’s candidate quality standards across all roles. • Identify recurring gaps and recommend corrective actions. • Provide structured feedback loops to recruiters and sourcers. • Lead role calibration discussions to clarify hiring expectations. • Coach teams on alignment, candidate positioning, and quality improvement. • Ensure consistency in evaluation frameworks across roles. • Track and analyze matching metrics and performance indicators. • Identify bottlenecks impacting speed or quality. • Recommend workflow improvements and system enhancements. • Maintain clean documentation and reporting visibility.

• Enter new client information in the company database. • Set up client accounts in Company Softwares. • Oversee client page in CRM and update with all add-ons and relevant details. • Note-take on client calls. • Provide clear and detailed notes for creative teams to execute. • Review sales calls, take notes with timestamps. • Capture intricate details and convey all information to the team. • Track all documents, requirements, and project assets, keeping them organized and easily accessible. • Join client meetings as needed

• Design and implement a comprehensive onboarding program that can scale from 200 to 7,500 users in 90 days while maintaining 80%+ activation rates within 7 days of training • Create both synchronous and asynchronous training pathways that serve clinicians across experience levels, specialties, technical proficiency, and geographic locations (urban VAMCs to rural CBOCs) • Develop training materials, job aids, video tutorials, and support documentation that meet Section 508 accessibility compliance standards • Build the Site Point of Contact (POC) engagement model, including weekly information forums, office hours, and barrier mitigation processes • Establish metrics, dashboards, and reporting systems aligned with the RE-AIM evaluation framework (Reach, Effectiveness, Adoption, Implementation, Maintenance) • Partner with VA leadership, ILEAD (Institute for Learning, Education and Development), and VA Training Management System (TMS) teams to integrate Knowtex training into VA's ecosystem • Achieve and maintain target metrics: 80% activation rate within 7 days of training, 80% recording initiation rate within 7 days of activation, 75% utilization rate across eligible appointments, 85%+ training satisfaction scores, 75% user retention at 90 days post-training • Identify, recruit, and develop Site Champions - peer advocates who accelerate adoption within their facilities • Conduct root cause analysis on low-adoption sites and deploy targeted interventions to overcome barriers • Monitor equity metrics to ensure consistent access and outcomes across rural/urban sites, specialties, and clinician demographics • Lead executive stakeholder engagement, presenting data-driven insights to VISN leadership and VA executives • Design and facilitate virtual office hours, Q&A sessions, and community building events • Monitor implementation fidelity across 9 VISNs and dozens of VA sites, ensuring consistent quality while allowing for necessary local adaptations • Collect, categorize, and prioritize implementation barriers through Site POC forums, support tickets, and user feedback • Collaborate with Product, Engineering, and Support teams to translate user insights into product improvements and support enhancements • Ensure all training materials, recordings, and documentation meet Section 508 accessibility standards through regular audits • Track cost efficiency metrics (license utilization, cost per note generated, training resource efficiency) • Develop strategies to maintain 75%+ user engagement beyond 90 days post-training • Integrate Knowtex training into VA's new hire onboarding processes, achieving 100% of new clinicians trained within 30 days • Create a content management system that enables continuous improvement of training materials based on user feedback, feature updates, and workflow evolution • Build train-the-trainer programs that enable Site POCs and Champions to provide frontline support • Document and disseminate best practices from high-performing sites across the enterprise • Develop the organizational infrastructure to scale from 7,500 to 150,000 users over 3 years • Conduct daily reviews of critical metrics: active users, notes generated, system uptime, support tickets • Perform weekly analysis of utilization trends, training effectiveness, Site POC engagement, and emerging barriers • Deliver monthly reports on comprehensive Reach metrics, equity analysis, implementation quality, and strategic recommendations • Lead quarterly RE-AIM framework assessments with complete data analysis, ROI calculations, and strategic planning • Use data to drive continuous improvement in training content, support models, and engagement strategies

• Own the onboarding process for new customers from kickoff through go-live • Lead onboarding calls, configure customer environments, and guide customers through CRM integrations • Ensure customers are properly set up signals and workflows • Partner with customers’ RevOps and Sales stakeholders to align onboarding configuration to real-world sales processes • Drive customers to clear onboarding completion criteria and go-live • Identify onboarding risks early and proactively resolve blockers • Serve as first point of contact for customer questions and issues • Troubleshoot product usage, configuration questions, and basic technical issues • Triage and escalate product bugs or complex issues to Engineering • Maintain clear communication with customers on issue status and resolution • Collaborate with CSMs to drive proactive support motions to anticipate and mitigate issues affecting onboarding • Document onboarding workflows, common issues, and best practices • Contribute to onboarding guides, templates, and customer-facing documentation • Identify recurring onboarding and support friction points and propose improvements • Partner with Engineering to inform self-service and scaled onboarding motions