• Manage end-to-end onboarding for employer HSA plans, including plan setup, configuration validation, and client training. • Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs. • Deliver virtual training sessions and onboarding materials to employer contacts. • Provide support and troubleshooting during the initial data loading of enrollments and contributions. • Maintain accurate documentation and project tracking across multiple concurrent implementations. • Collaborate with internal teams to resolve setup issues and ensure timely execution. • Provide proactive communication and status updates to employer clients and internal stakeholders. • Ensure quality and consistency in client interactions through adherence to implementation protocols.

• Lead all phases of client onboarding and technical implementation, from scope definition through successful launch and post-go-live transition. • Serve as the strategic liaison between clients, product, and technical teams during setup, configuration, and integration. • Manage and mentor a team of onboarding and solutions specialists, ensuring performance, professional growth, and alignment with organizational goals. • Oversee multiple concurrent implementation projects, balancing short-term deliverables with long-term process improvements. • Collaborate with internal developers to secure credentials, configure APIs/webhooks, and ensure system connectivity. • Drive consistency and scalability within pharmacy product workflows across clients and platforms. • Oversee validation and testing of pharmacy orders in both sandbox and production systems to maintain accuracy and compliance. • Establish and monitor audit practices to ensure templates and order workflows align with clinical, regulatory, and operational standards. • Manage system configuration processes—including product additions, order template design, and integration setup—in coordination with internal and external stakeholders. • Evaluate and optimize technical integrations, identifying issues and implementing sustainable solutions to improve reliability. • Provide feedback and strategic insight to Product and Engineering teams to enhance the RxVortex API and associated user experiences. • Develop, maintain, and enforce SOPs, playbooks, and implementation documentation that ensure consistent delivery and knowledge sharing. • Partner with Learning & Development to keep training content and documentation aligned with evolving tools and workflows. • Cultivate a high-performing, collaborative team culture focused on accountability, innovation, and continuous learning. • Analyze process metrics and client feedback to inform operational improvements and strategic initiatives. • Manage onboarding and integration tracking within HubSpot CRM (or comparable platform) to ensure visibility, accuracy, and compliance. • Uphold the highest standards of confidentiality, security, and regulatory compliance, including HIPAA requirements.

• Helping customers from low and medium-touch journeys through onboarding and offboarding • Helping your teammates with escalations and day-to-day questions on processes and Deel products • Taking additional responsibilities to drive more complex projects, and driving process and product improvements to impact wider teams • Setting up customers to success in timely manner through becoming expert in Deel products • Problem solve Client’s issues and proactively advocate for Client’s success • Partner with internal teams, including Sales, Support, Operations, Product, and Engineering, to deliver the best customer experience • Suggesting and implementing ideas for optimizing customer onboarding workflows through process improvements and product automation. Lead key initiatives and internal projects.

• Conduct virtual interviews with personal trainer applicants. • Evaluate trainers based on professionalism, communication, experience, certifications, availability, and reliability. • Decide whether applicants should move forward in the onboarding process. • Document interview notes and hiring decisions clearly. • Guide approved trainers through onboarding requirements. • Follow up with trainers on missing documents, certifications, profile information, background checks, and system setup. • Keep trainer profiles and onboarding records accurate and up to date. • Communicate with internal teams about trainer readiness, delays, and concerns.