• The Senior Customer Onboarding Specialist plays a critical role within the Professional Services Team, overseeing strategic onboarding of Trustwell products for medium to large enterprise customers. • This role not only delivers high-quality onboarding experiences but also serves as a mentor and thought leader across the team. • The Senior Onboarding Specialist will guide customers through the full lifecycle of Professional Services — from requirements gathering and project execution to training, deployment, and successful transition to Customer Success Management. • Lead complex onboarding projects with strategic customers, ensuring timely delivery and high-quality service • Mentor onboarding team members on best practices, conflict resolution, and project management techniques • Collaborate cross-functionally with Product, Engineering, and Customer Success to provide customer feedback and influence platform improvements • Serve as a subject matter expert in FoodLogiQ software configuration and process design, offering consultative guidance to maximize platform value • Proactively communicate project progress, risks, and mitigation strategies to both internal stakeholders and customers • Develop and host training sessions, both internally and externally, supporting customer education and team knowledge sharing • Provide hands-on support for technical configuration, data analysis, and supply chain partner onboarding • Identify opportunities to expand services or improve the customer experience, working with leadership to shape new offerings • Provide strategic insights and recommendations to enhance Supplier Onboarding processes, with a focus on increasing platform adoption and driving growth in services revenue. • Help administer team tools and documentation, ensuring consistent processes and accurate resource materials • Participate in user acceptance testing and provide product feedback from a customer onboarding lens • Champion customer success by aligning onboarding outcomes with long-term business goals and platform adoption • Support strategic planning efforts for large-scale initiatives and continuous improvement projects within the Professional Services team • Other duties as assigned and/or required.

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy. About Campus Kaizen Campus Kaizen, a business unit of Cordance, delivers Guardian Case Management — a purpose-built software platform for K–12 school districts and higher education institutions. Guardian centralizes sensitive case workflows including Title IX, HR, Bullying, Employee Relations, Behavioral Intervention Teams (BIT), Student Conduct, and more, replacing spreadsheets and disconnected systems with secure, compliant processes. Our platform enables districts and institutions to improve response times, strengthen documentation, and manage cases with greater transparency, consistency, and efficiency. Position Overview As an Implementation Specialist, you’ll be the bridge between our customers and our technology teams, ensuring that each customer’s onboarding experience is seamless, structured, and aligned with their business goals. You’ll manage the end-to-end implementation process for new and expanding customers, working closely with sales, product, support, and success teams to ensure successful launches with measurable outcomes. This is a hands-on role ideal for someone who enjoys translating business needs into action, solving complex onboarding challenges, and helping customers reach value quickly. This role is accountable for delivering high-quality, on-time implementations that set the foundation for long-term customer retention and growth. Key Responsibilities - Own the full onboarding lifecycle — from requirements gathering to post-launch review — ensuring timelines, milestones, and deliverables are met. - Partner with customers to identify use cases, workflows, and success criteria that guide system configuration and setup. - Manage data imports, integrations, and configurations to ensure systems align with customer needs. - Collaborate with internal product, engineering, and support teams to troubleshoot issues and optimize implementation processes. - Identify recurring onboarding challenges and propose scalable, repeatable solutions to improve efficiency and quality. - Track and report implementation metrics, customer satisfaction, and launch readiness across projects. - Be a voice of the customer in internal discussions, influencing roadmap priorities and process improvements. - Support customers through adoption and process alignment, providing practical guidance to help teams transition to new workflows and fully leverage the system as designed. - Monitor and manage implementation scope to ensure projects stay aligned with agreed requirements, timelines, and outcomes. - Proactively identify implementation risks and dependencies, escalating early and developing mitigation plans to protect timelines and outcomes. Competencies - Customer-Centric Execution: Drives implementations with a focus on customer outcomes and time-to-value. Anticipates needs, resolves blockers early, and builds trusted relationships through consistent communication and follow-through. - Project Ownership and Delivery: Manages multiple customer implementations end-to-end with precision. Balances scope, schedule, and quality while maintaining accountability for milestones and customer satisfaction. - Technical and Analytical Agility: Understands product functionality, integration workflows, and data mapping. Uses data and analytics to troubleshoot issues, optimize configurations, and inform improvement opportunities. - AI Literacy: Understands AI basics and validates AI-generated technical steps or best practices. Use AI for basic troubleshooting assistance, ensuring accuracy before advising customers. - Systems and Process Thinking: Sees implementations as part of a connected ecosystem — linking product, data, and customer workflows. Identifies dependencies and designs scalable solutions that improve repeatability and quality. - Collaboration and Influence: Partners effectively with Product, Engineering, and Customer Success to align goals and ensure seamless handoffs. Communicates context and rationale to drive clarity and shared ownership. - Communication and Professionalism: Translates complex technical information into clear, actionable guidance for both customers and internal teams. Maintains proactive, transparent communication throughout the implementation lifecycle. - Adaptability and Continuous Improvement: Embraces change and experimentation in processes, tools, and product evolution. Continuously seeks ways to increase efficiency, shorten time-to-value, and enhance customer experience. - Adoption, Change & Scope Discipline: Supports customers through process shifts while applying sound judgment in managing requirements and change requests. Protects scope while maintaining a collaborative, solutions-oriented approach. Required Qualifications - 2–5 years of experience in implementation, onboarding, or customer success roles — preferably in a SaaS or technology environment. - Strong project management skills with the ability to manage multiple customer implementations simultaneously. - Familiarity with integration concepts, APIs, and SaaS platforms (Salesforce, HubSpot, NetSuite, etc.). - Excellent communication and relationship-building skills — both with customers and internal - High attention to detail and a process-driven mindset. - Comfort working in fast-paced, evolving environments with distributed teams. - Experience collaborating cross-functionally with Product, Engineering, and Customer Success to streamline delivery. - Experience supporting customers through process or system changes, with the ability to guide adoption and reinforce best practices. Preferred Qualifications - Experience leading complex SaaS or enterprise software implementations with measurable customer impact. - Experience working with K–12 districts, higher education institutions, or other compliance-driven environments. - Skilled in using project management tools (e.g. Asana, Jira, Monday.com) to track milestones and deliverables. - Proven ability to translate technical requirements into clear business outcomes for non-technical stakeholders. - Background in process optimization, automation, or creating scalable onboarding frameworks. - Strong understanding of customer lifecycle management and post-launch success alignment. - Certifications in project or implementation management (PMP, CSM, or equivalent) a plus. Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies. Why Join Us? At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance: - Health and Wellness: - Comprehensive Health Coverage: Coverage begins on your first day of employment. - Retirement Savings: - 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - Paid Time Off: - Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. - Parental Leave: - 12 weeks paid leave for all employees. - Remote Work Support: - Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. - Holidays: - Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones. Join us and be part of a company that values your contributions and well-being from day one! EEOC & ADA Statement: Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws. Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Final candidate must be able to pass a background check. To view applicant notices required under federal and state law, please visit: https://cordance.co/applicant-notices/

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Cardiac Rehab Onboarding EP is a patient-facing role responsible for onboarding, education, and early engagement of patients enrolled in the Intensive Cardiac Rehabilitation program after the initial session. This role supports patients during the first sessions by providing goal setting, program education, progress monitoring, and technical assistance to ensure patients can successfully participate in both individual and group sessions. The Onboarding EP works collaboratively with a multidisciplinary care team, including nurses, exercise physiologists, and patient experience specialists to support patients across various stages of recovery following a cardiac event. Key Responsibilities - Patient Onboarding & Education - Conduct first session and early follow-up sessions to orient patients to the cardiac rehabilitation program including completing fitness testing - Educate patients on program structure, expectations, and participation requirements, including group and individualized sessions - Reinforce the importance of regular attendance, engagement, and completion of the program - Support patients in understanding next steps in their care journey - Technical Support & Session Readiness - Assist patients with basic device and platform troubleshooting - Guide patients step-by-step on how to join virtual sessions (audio, video, platform navigation) - Ensure patients are technically prepared to independently access future sessions - Identify and escalate unresolved technical issues to the appropriate team - Goal Setting & Behavioral Coaching - Support patients in establishing realistic, personalized health and recovery goals - Provide motivation and emotional support, addressing common barriers such as anxiety, low confidence, or disengagement - Utilize basic behavioral and coaching techniques to promote adherence and sustained participation - Group Engagement Support - Enroll patients into appropriate group education sessions - Educate patients on the value and expectations of group participation - Identify and address barriers to group session attendance (technical, scheduling, understanding) - Collaboration & Documentation - Communicate patient progress, challenges, and concerns to the care team as needed - Maintain accurate, timely documentation of sessions, goals, and patient interactions - Record relevant data for program tracking and quality improvement efforts Qualifications - Bachelor’s or Master’s degree in Health, Exercise Science, Kinesiology, or a related field - CPR and First Aid certification (required) - ACSM Certification- Clinical Exercise Physiologist/ Exercise Physiologist or AACVPR-CCRP (required) Requirements - Experience working in a clinical, rehabilitation, or patient support setting preferred - Background in health coaching, fitness, or exercise physiology strongly preferred - Experience supporting cardiac or chronic care populations is a plus - Experience with motivational interviewing, patient engagement and customer service. Core Skills & Attributes - Strong communication and patient education skills with an ability to build rapport with patients in a short time - Comfort providing basic technical support in a virtual care environment - Knowledge of cardiovascular health, behavior change principles, and lifestyle modification - Empathy, patience, and ability to support patients with varying physical and emotional needs - Strong organizational skills and ability to work independently in a remote setting Role Summary This role is designed to reduce friction at program entry, improve early patient engagement, and support smooth transitions into ongoing cardiac rehabilitation care by combining patient education, coaching, and technical readiness. Success in this role is defined by high patient satisfaction rate & meeting the required performance metrics. *Note: This is a 1099 Contractor opportunity

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Globe Life AO is seeking motivated professionals to join our growing remote team as Client Support Specialists. This position is ideal for individuals who enjoy building strong client relationships, providing thoughtful guidance, and developing their careers in a flexible, remote environment. - Assist new and existing clients by providing clear information about benefit options - Support clients throughout the enrollment and service process - Communicate with clients daily, ensuring their questions are answered with professionalism, accuracy, and care Our organization offers a supportive, mentorship-driven environment designed to help you strengthen your skills, achieve your goals, and grow within a stable, remote-first company. Qualifications - Strong communication and active listening skills - Ability to learn quickly and adapt in a virtual work environment - Highly organized and dependable - Comfortable working independently while contributing to a team - Professional mindset with a strong work ethic - Motivated by growth, achievement, and service excellence Requirements - Guide new clients through the onboarding and enrollment process with professionalism and attention to detail - Assess client needs and provide tailored recommendations based on their goals and circumstances - Help clients understand available coverage options and assist them in making informed decisions - Respond promptly to questions, provide follow-up support, and maintain clear communication with clients - Develop and maintain professional relationships that support long-term client satisfaction - Maintain accurate records while adhering to company policies and applicable state regulations - Manage appointments efficiently while maintaining productivity in a remote work environment Benefits - 100% Remote Work - Work from home with no commuting required - Training & Development - Ongoing mentorship, professional development workshops, and leadership programs - Weekly Pay with Bonus Opportunities - Performance-based earnings with additional incentives - Union Representation - Membership through OPEIU Local 277 - Medical Reimbursement Program - Available to eligible team members - Modern Technology & Resources - Digital tools and systems designed for success in a remote environment - Leadership Conferences & Events - Professional development opportunities through team events and training sessions - Recognition & Incentive Programs - Performance-based travel opportunities and team celebrations