Role Description The Senior Client Onboarding Specialist, Client Onboarding is responsible for leading the successful delivery of complex client onboarding initiatives while serving as a subject matter expert within the onboarding function. This role operates as a senior individual contributor with expanded ownership across complex implementations, process improvement, and internal leadership. Primary Job Duties - Client Onboarding Execution - Lead onboarding for complex, high-priority, or non-standard client implementations, including multi-entity or custom configuration projects. - Own project strategy in addition to execution (e.g., defining approach, sequencing, and dependencies). - Anticipate and proactively resolve cross-functional risks, gaps, and ambiguity. - Serve as escalation point for project-level challenges before Manager/VP involvement. - Ensure alignment to One Cadex implementation standards, identifying deviations and driving resolution. - Client Relationship Management - Act as a trusted advisor to client stakeholders, particularly for complex implementations. - Lead difficult client conversations, including scope clarification, delays, and issue resolution. - Drive expectation management at a more strategic level, not just status updates. - Identify opportunities to enhance client value and onboarding experience. - Process Ownership & Continuous Improvement - Identify systemic issues across onboarding projects and propose scalable solutions. - Lead or contribute to development of onboarding playbooks, templates, and best practices. - Drive consistency in onboarding execution across project types (1P, 3P, BPO, complex). - Partner with leadership to refine KPIs, reporting structures, and operational workflows. - Support automation and optimization initiatives. - Cross-Functional Leadership - Act as a functional lead across Sales, IT, Product, and Operations for assigned projects. - Influence decision-making without direct authority to remove blockers and drive outcomes. - Translate business requirements into actionable onboarding plans for internal teams. - Support alignment across stakeholders when requirements or ownership are unclear. - Team Support & Mentorship - Provide guidance and informal coaching to onboarding specialists. - Review onboarding plans, deliverables, and client communication for quality assurance. - Share best practices and lessons learned across the team. - Support onboarding and training of new team members. Secondary Job Duties - Continuously seek opportunities for process improvement and propose ideas. - Foster effective communication and collaboration between countries and cultures within all regions. - Assist in operations project work as required. - Act as backup to other members of the operations organization. - Maintain a high level of professionalism and confidentiality with all information entrusted with. Supervisory Responsibility This position assists with some supervisory responsibilities. Work Hours It is essential that this position adhere to the assigned work schedule. This is a full-time position and may vary based on the individual’s time zone, subject to change with advanced notice. Travel This position is expected to travel 3-5 times per year, to various corporate offices or meetings, conferences, etc. Work Environment This job operates either in an office setting or a remote work environment. This role may routinely use standard office equipment such as computers, headsets, telephones, webcams, photocopiers/printers, and related. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear and work with others through verbal and written contact. Qualifications - Advanced Client Relationship Management - Strategic Problem Solving & Risk Mitigation - Cross-Functional Leadership & Influence - Process Improvement & Operational Excellence - Project Ownership & Execution - Mentorship & Knowledge Sharing - Executive Communication & Presence Requirements - Bachelor’s degree in Business, Operations, Communications, or related field. - 6–9 years of client onboarding, implementation, or project management experience. - Demonstrated experience managing complex, multi-layered client implementations. - Advanced project management, problem-solving, and stakeholder management skills. - Strong ability to influence cross-functional teams and drive alignment. - Fluency in the English language. Additional Eligibility Requirements/Responsibilities/Qualifications - None required for this position.

Role Description The Benefits Specialist II is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This role independently owns a book of business and serves as a trusted benefits subject matter expert and service leader for clients, internal partners, and vendors. The Benefits Specialist II will be regarded as a subject matter and as a service expert within Resourcing Edge. The Benefits Specialist II plays a key role in improving benefits operations, maintaining compliance, and helping define the goals and long-term vision of the benefits function. Integrity, accountability, a strong sense of urgency, and a client-first mindset are critical to success in this role. Salary for this role is between $65,000-$75,000 DOE. Key Responsibilities - Client Ownership & Service Delivery - Independently manage and own an assigned book of benefits clients. - Serve as the primary point of contact for benefits administration, system configuration, and compliance-related inquiries. - Resolve complex client issues efficiently while keeping clients informed of status and anticipated resolution timelines. - Maintain strong partnerships with Carrier Relations, Client Relations, Systems, Payroll, Sales, and Compliance teams to deliver seamless service. - Document all client interactions, actions, and resolutions within the case management system. - Lead the specification, and implementation of benefits plan designs for renewals and new client plan additions. - Maintain data integrity across all benefits systems, ensuring accuracy of enrollments, elections, rates, and system records. - Serve as a subject matter expert for benefits administration and HRIS platforms. - Optimize benefits systems by analyzing data, improving workflows, documenting procedures, and implementing process improvements. - Responsible for quality control and adherence to established procedures. - Case Management & Issue Resolution - Manage open cases to ensure timely resolution. - Ensure accurate triage, escalation, and follow-through on all inquiries. - Identify recurring service issues or utilization trends and recommend solutions. - Process Improvement & Leadership - Drive service efficiency initiatives, automation opportunities, and continuous improvement efforts. - Utilize data processing or support teams for repetitive tasks whenever possible to optimize overall service delivery. - Take ownership of professional development, stretch assignments, and special projects. - Act as a mentor and resource for Benefits Specialist I or junior team members, as needed. - Contribute actively to departmental goals, quarterly objectives, and strategic initiatives. Key Measurables - Advanced benefits administration and compliance expertise. - Strong case management and issue-resolution skills. - High attention to detail with consistent data accuracy. - Ability to manage multiple complex priorities independently. - Critical thinking and problem-solving mindset grounded in customer care. - Strong organizational, time management, and analytical skills. - Professional judgment, confidence, and accountability. Preferred Skills - PrismHR experience is strongly preferred; comparable systems accepted. - Prior payroll or ACA compliance experience. - Experience mentoring or training junior team members. - Insurance license or ability to obtain one. - Demonstrated success in process improvement initiatives. - Strong technical proficiency in benefits system configuration, audits, and troubleshooting. Required Experience - Bachelor’s degree preferred or equivalent experience. - 4+ years of experience in benefits services or benefits administration. - Strong HRIS experience with benefits administration platforms. - Advanced proficiency with Microsoft Office Suite (Excel, Outlook, Word). - Strong written and verbal communication skills. - Ability to make independent, sound decisions in a client-facing environment. Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. - This job operates in an indoor office environment. - Clean, pleasant, and comfortable office setting. - Equipment for daily performance will be provided. Benefits - Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. - In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. - We also offer eligible employees health, wellbeing, retirement, and other financial benefits. - Paid time off, overtime pay for non-exempt employees, and robust learning and development programs. - You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

Role Description The Benefits Specialist is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This person will own their book of assigned clients and be responsible for developing their knowledge and maintaining compliance on their behalf. This person will help define goals and visions for the benefits department. The Benefits Specialists will be regarded as a subject matter and as a service expert within Resourcing Edge. Integrity, a sense of urgency, and honesty are key drivers to success in this position. This person must reside in Pacific, Mountain, or Central time zones. Salary for this role is between $65,000-$75,000 DOE. Key Responsibilities - Assist with specifications, development, testing and implementation of new plan designs for renewal or clients adding on new plans (setting up benefit plans with multiple tiered pricing structures). - Reports, policies, and procedures that relate to benefits administration and service. - Support the benefits team as needed and daily support of client account managers, payroll and sales as needed. - Work collaboratively with the team, coordinating compliance and systems for clients. - Maintain data integrity and system functionality of all benefits information to ensure accuracy of all benefits enrollments and benefits related data in system of record to provide vendors and the organization with accurate information. - Optimize the performance of our benefits admin system, including gathering and analyzing data, developing, and implementing new benefits processes, documenting processes, and making recommendations for improvement. - Responsible for performing benefits analysis, validations, and audits to ensure quality control and adherence to established procedures. - Resolve client inquiries, provide relevant information as requested internally and externally. - Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services, including delivering or coordinating the delivery, as appropriately, of Resourcing Edge compliance and administrative solutions. - Manage open cases to ensure problem resolution in the shortest amount of time possible, while keeping clients regularly advised of status and anticipated resolution date. - Document customer interactions in the CRM system. - Ensures proper triage, escalation, and effective resolution of all inquiries. - Responsible for taking initiatives and action towards professional development, taking on stretch assignments and additional projects, as well as staying advised of statutory and regulatory payroll and compliance practices. - Provide ACA configuration and support (1095’s). - Designing and implementing workflows supporting routine benefits tasks. Key Measurables - Case management, closing cases in 3-5 days or less with a target of 75%. - Service efficiency/improvements and innovations. - Utilize the data processing team for 80% or more of repetitive tasks. - Update plans in Prism system for benefits elections and rates accurately after open enrollment target 99% accuracy. - Complete quarterly goals. Qualifications - Provides accurate information in a friendly, professional, and empathetic manner translating to a positive customer experience. - Previous payroll experience is a plus. - Highly organized and detail oriented. - Passion for working in a team environment. - Ability to manage multiple projects running concurrently. - Critical thinking, problem solving and time management. - Knowledge of Prism HR platform is a plus, along with building benefit forms, workflows and validating enrollment processes strongly preferred. Experience with any HRIS incorporating benefits administration will substitute for direct Prism experience. Requirements - Bachelor’s degree preferred. Experience in lieu of degree will be considered. - 2+ years of experience in Benefits Services. - Experience in using Prism HR to build benefit forms, workflows and validate enrollment processes is strongly preferred. Experience with any HRIS incorporating benefits administration will substitute for direct Prism experience. Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. - This job operates in an indoor office environment. - Clean, pleasant, and comfortable office setting. - Equipment for daily performance will be provided. Benefits - Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. - In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. - We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. - You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

Role Description Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables, configuring system resources, and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects. - Plan and execute onboarding process: - Gather necessary data from client - Create project timeline for implementation - Build database in Central - Establish banking relationship and open accounts as needed - Establish payment processing method agreements both AP and AR - Communication with owners - Creating Users to access CENTRAL and banking - Communicating with adjacent Teams that will run the day to day after turnover from Onboarding - Implement technical systems and solutions in support of organizational objectives. - Monitor past rollout projects and create reports detailing insights and potential improvements for future initiatives. - Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process. - Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan. - Interact with clients and stakeholders, as well as serve as a first line of escalation. - Create process improvements and ensure they are being adhered to. Qualifications - 3-5 years of experience in SaaS Implementations. - Bachelor’s degree in a related field is a plus but not required. - Project management, accounting knowledge and/or data migration experience is a plus. Requirements - The pay range is inclusive of base salary plus any applicable bonuses or commissions. - Total compensation pay range (annual salary): $60,000 — $71,000 USD.