Onboarding Specialist Remote Jobs in Missouri (US)
This page tracks remote onboarding specialist openings that are location-eligible for Missouri.
This page tracks remote onboarding specialist openings that are location-eligible for Missouri.
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513 Jobs
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The first Give now, Pay later donation solution enabling donors to make the biggest impact on their favorite nonprofits.
Role Description Givzey's Version2.ai is seeking a Customer Onboarding Specialist to project manage the onboarding process and data integrations for new Version2.ai autonomous fundraising customers. This individual must bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will be confident in a customer-facing role working directly with top-level organization leadership and have excellent written and verbal communication skills. They will be an expert in project management and passionate about driving time to value for customers. - Lead new Version2.ai customers in preparation for the launch of their autonomous fundraiser. - Prepare and closely manage project deliverables using Trello collaboratively with customers. - Lead and provide expert consultative services in the data integration between customer CRM and Version2, including SFTP transfers and data exports from various fundraising CRMs. - Proactively engage clients to complete onboarding and achieve time-to-value according to onboarding timelines. - Provide best-in-class customer-centric support throughout the onboarding process. - Work collaboratively and cohesively with internal Sales, Engineering, and Customer Success teams. - Effectively communicate technical explanations and capabilities between the client and Engineering. - Drive education and adoption by creating a world-class onboarding experience that turns our clients' database and operations teams into our biggest promoters. - Play an active role in contributing to growth and scalability through robust documentation and consistent process optimization. Qualifications - Expertise in Advancement Database Systems (e.g., Raiser's Edge, Blackbaud, Salesforce, Ellucian). - Excellent written and verbal communication skills. - Strong project management skills. - Confidence in a customer-facing role with top-level organization leadership. Requirements - Experience in project management and customer onboarding. - Ability to manage data integrations and technical communications. - Passion for driving time to value for customers. Benefits - Opportunity to work with innovative technology in the nonprofit sector. - Collaborative work environment with internal teams. - Potential for professional growth and development.
Kaiser Permanente is comprised of numerous regional Permanente Medical Groups, the Kaiser Foundation Hospitals, and the Kaiser Foundation Health Plan to make up
Role Description In addition to the responsibilities listed above, this position is also responsible for: - Attending employer, community, and open enrollment events on an on-call basis to educate members and prospects on KP products. - Delivering formal presentations to employees and prospective members. - Independently monitoring and reporting on enrollment performance data and discrepancies. - Serving as an informational resource for sales and account management teams on KP health plans and benefit offerings. - Utilizing comprehensive foundational knowledge of KP health plans and benefit offerings to facilitate formal presentations to prospective members. - Resolving customers' standard and non-standard questions and concerns about benefits and services. Qualifications - Bachelors degree in Marketing, Finance, Business Administration, or related degree AND two (2) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum five (5) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field. - Bilingual (English/Spanish) Level I required. Requirements - Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. - Listens to, seeks, and addresses performance feedback; provides mentoring to team members. - Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses. - Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. - Supports and responds to the needs of others to support a business outcome. - Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions. - Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate. - Supports, identifies, and monitors priorities, deadlines, and expectations. - Identifies, speaks up, and implements ways to address improvement opportunities for team. - Contributes to a positive customer experience by implementing standard and non-standard protocols to build new and leverage existing relationships with brokers, channels, and customers. - Gathers data on standard and non-standard customer needs, and identifies solutions linking KP mission, vision and values. - Utilizes comprehensive foundational knowledge of product, service, and ratings to respond to, encourage, and educate customers. - Identifies and escalates service failure trends or process improvement opportunities to team and managers. - Facilitates the enrollment and implementation process by conducting local and regional enrollment meetings. - Applies standard and non-standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process. - Supports efforts across teams in the overall implementation or renewal process of health plan membership. - Contributes to the development of sales strategy by designing plans for new products, benefits offerings, or pricing models. - Utilizes comprehensive foundational knowledge of health care market to analyze industry trends and competitor products. - Executes an account plan to meet standard and non-standard business objectives for membership, revenue, and margin. - Collects and analyzes performance data to inform account strategy and identify potential issues. - Utilizes marketing and technical resources to achieve account plan objectives. - Collaborates with the team to find new opportunities to grow customer base to new or growing markets. - Maintains the prospect database and targeted prospect profiles to inform strategic planning. - Collaborates within the team to contribute to product and plan design, quote, and Request for Proposal (RFP). - Provides standard and non-standard recommendations to the team to inform forecasting and pricing. - Implements standard and non-standard protocols to increase cross-sell and up-sell opportunities. Company Description
Role Description The Accounts Receivable Specialist is responsible for implementation and coordination of fiscal transactions in a timely and accurate manner. This includes: - Claims processing - Cash collection - Claims resolution - Resolving credit balances - EOM balancing - Monthly statements Responsible for pre-claim review to assure billing compliance as required by the company. Is accountable for complying with all policies, procedures, and regulations related to billing all Medicare, Medicaid, and other Third Party Payors. It is expected that all duties and responsibilities will be performed in a manner consistent with the Ministry’s Standards of Behavior (CARE; Compassion, Advocate, Respect, Excellence) and the core values of Mercy Health which are: Excellence, Human Dignity, Justice, Compassion, Sacredness of Life, and Service. All supervisors and above are expected to model the organizational mission and values through their daily actions, decision-making, and priority setting. They are also expected to develop, implement, and monitor short and long-range plans to meet or surpass standards consistent with the overall strategic plan. Qualifications - High School Diploma or GED - Preferred: 2 Year/Associate Degree in Accounting, Finance, or related field - Combination of post-secondary education and experience will be considered in lieu of degree Requirements - High School Diploma - One year experience in medical collections or professional billing required - Basic computer knowledge and ability to use standard office equipment - Basic MS Office software skills - Problem-solving skills related to account resolution - Ability to adapt to changing procedures and growing environment - Preferred: 1-3 years of relevant experience in medical collections or professional billing - Knowledge of claims review and analysis Benefits - Competitive pay, incentives, referral bonuses, and 403(b) with employer contributions (when eligible) - Medical, dental, vision, prescription coverage, HSA/FSA options, life insurance, mental health resources, and discounts - Paid time off, parental and FMLA leave, short- and long-term disability, backup care for children and elders - Tuition assistance, professional development, and continuing education support - Benefits may vary based on the market and employment status
Role Description The Accounts Receivable Specialist is responsible for implementation and coordination of fiscal transactions in a timely and accurate manner. This includes: - Claims processing - Cash collection - Claims resolution - Resolving credit balances - EOM balancing - Monthly statements Responsible for pre-claim review to assure billing compliance as required by the company. Is accountable for complying with all policies, procedures, and regulations related to billing all Medicare, Medicaid, and other Third Party Payors. It is expected that all duties and responsibilities will be performed in a manner consistent with the Ministry’s Standards of Behavior (CARE; Compassion, Advocate, Respect, Excellence) and reflect the core values of Mercy Health: Excellence, Human Dignity, Justice, Compassion, Sacredness of Life, and Service. All supervisors and above are expected to model the organizational mission and values through their daily actions, decision making, and priority setting. They are also expected to develop, implement, and monitor short and long-range plans to meet or surpass standards consistent with the overall strategic plan. Qualifications - High School Diploma or GED - Preferred: 2 Year/Associate Degree in Accounting, Finance, or related field - Combination of post-secondary education and experience will be considered in lieu of degree Requirements - High School Diploma - One year experience in medical collections or professional billing required - Must demonstrate basic computer knowledge - Ability to use standard office equipment and basic MS Office software - Problem-solving skills related to account resolution - Adapt to changing procedures and growing environment - Preferred: 1-3 years of relevant experience in medical collections or professional billing - Knowledge of claims review and analysis Benefits - Competitive pay, incentives, referral bonuses, and 403(b) with employer contributions (when eligible) - Medical, dental, vision, prescription coverage, HSA/FSA options, life insurance, mental health resources, and discounts - Paid time off, parental and FMLA leave, short- and long-term disability, backup care for children and elders - Tuition assistance, professional development, and continuing education support - Benefits may vary based on the market and employment status
Role Description The Onboarding Specialist is the primary contact for members as they transition to a CCA health plan. The Specialist contacts new members via telephonic outreach and identifies both the member's existing healthcare services that will continue and new service requests. The Specialist works to ensure that member needs are addressed through liaising with internal CCA providers and external healthcare providers. The Specialist also educates the member on health plan offerings and addresses members' questions or concerns. - Serves as the primary member contact and advocate until their care team is established, both through direct member outreach and inbound call support. - Leverages internal and external resources (such as claims, referrals, and pharmacy data) to identify accurate, successful contact information for unreachable or hard-to-reach members. - Orients new members to the value of CCA as their health plan, providing education, answering members’ questions, anticipating, and meeting member needs and concerns. - Documents members’ current healthcare services and new service requests. - Ensures members continue to receive current healthcare services as they transition to CCA through healthcare provider outreach and education. - Schedules new members’ initial nurse intake visits. - Utilizes communication skills such as motivational interviewing to gain agreement from members to participate in the onboarding process, persistently forging trusting relationships and engaging individuals not readily interested in connecting with CCA. - Utilizes established workflows and collaborates with internal and external stakeholders and healthcare providers. - Provides clinical care to members via telehealth technologies (video, chat, etc.) for clinically appropriate clinical care and care management services. - Performs any other job-related duties as requested. Qualifications - Bachelor's Degree or relevant experience in call center and/or Medicare/Medicaid plan required. - Equivalent years of relevant work experience may be accepted in lieu of required education. - Five (5) years of relevant experience required. - One (1) year working in outreach or in the community with individuals who have behavioral, medical, social, or interpersonal complexities impacting their lives required. - Experience working in a multi-cultural setting required. - Experience using motivational interviewing techniques in a professional setting required. - Experience identifying unmet healthcare needs and escalating to the appropriate individual preferred. - Experience with electronic medical record and care management systems strongly preferred. Requirements - Demonstrated understanding of the community served. - Familiarity with data entry and querying databases to identify key information about members. - Excellent communication skills, including the ability to convey information clearly telephonically and in a culturally sensitive manner. - Strong interpersonal and customer relation skills, including active listening skills, dependability, and responsiveness. - Compassionate, understanding, and patient. - Motivates, empowers, inspires, and collaborates with members while effectively establishing boundaries by clarifying roles, expectations, and deliverables. - Ability to develop and maintain positive working relationships with peers, supervisors, and other organizations. - Knowledge of some medical terminology preferred. - Ability to multitask and ensure all work is completed thoroughly and completely in a fast-paced environment with competing demands. - Basic computer skills. - Professional, comprehensive, clear documentation. - Familiarity with Microsoft Office programs: Outlook, Calendar, Word. - Willing to learn and utilize telehealth technologies (video, chat, etc.), when appropriate, for a variety of clinical care and care management services. Benefits - Compensation Range: $47,400.00 - $76,000.00. - In addition to base compensation, you may qualify for a bonus tied to company and individual performance. - We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package. Working Conditions - General office environment; may be required to sit or stand for extended periods of time. - Travel is not typically required. Licensure and Certification - None. Company Description This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.
Headquartered in Cincinnati, Ohio, Mercy Health is a Catholic healthcare ministry that serves Ohio and Kentucky. As an employer, the hospital maintains a cultur
Role Description The Accounts Receivable Specialist is responsible for implementation and coordination of fiscal transactions in a timely and accurate manner. This includes: - Claims processing - Cash collection - Claims resolution - Resolving credit balances - EOM balancing - Monthly statements Responsible for pre-claim review to assure billing compliance as required by the company. Is accountable for complying with all policies, procedures, and regulations related to billing all Medicare, Medicaid, and other Third Party Payors. It is expected that all duties and responsibilities will be performed in a manner consistent with the Ministry’s Standards of Behavior (CARE; Compassion, Advocate, Respect, Excellence) and reflect the core values of Mercy Health: Excellence, Human Dignity, Justice, Compassion, Sacredness of Life, and Service. Qualifications - High School Diploma or GED - Preferred: 2 Year/Associate Degree in Accounting, Finance, or related field - Combination of post-secondary education and experience will be considered in lieu of degree Requirements - Minimum of one year experience in medical collections or professional billing required - Basic computer knowledge and ability to use standard office equipment - Basic MSOffice software skills - Problem-solving skills related to account resolution - Ability to adapt to changing procedures and growing environment - Preferred: 1-3 years of relevant experience in medical collections or professional billing - Knowledge of claims review and analysis Benefits - Competitive pay, incentives, referral bonuses, and 403(b) with employer contributions (when eligible) - Medical, dental, vision, prescription coverage, HAS/FSA options, life insurance, mental health resources, and discounts - Paid time off, parental and FMLA leave, short- and long-term disability, backup care for children and elders - Tuition assistance, professional development, and continuing education support Benefits may vary based on the market and employment status.
VelocityEHS: Trusted Expertise. Human-Led AI. Safer Workplaces.
• Become an expert in VelocityEHS products and solutions • Successfully mentor and coach customers as they go through the onboarding process • Manage setup of software for customers going through the onboarding process • Serve as the primary point of contact for VelocityEHS’s clients, owning the onboarding phase of the customer lifecycle • Effectively onboard new/expansion customers • Project manage a portfolio of customer onboardings to successful outcomes, accelerating the customer's time to value in using our products and solutions • Provide timely updates on customer projects within Project Management tooling to effectively drive team/company KPIs and customer interactions • Manage setup of single products/modules • Actively lead customer-facing communications (live, virtual, written) • Effectively deliver engaging enablement training and workshops on concentrated product or module • Drive early adoption • Document time to value metrics • Evaluate onboarding effectiveness • Help build processes, internal enablement, and servicing tactics • Ability to independently solve simple customer issues • Document customer interactions and progress throughout the lifecycle of their onboarding • Use company approved AI tools to improve efficiency, reduce manual work, and enhance the quality of outputs • Apply sound judgment when using AI, ensuring accuracy and accountability for AI-generated work • Protect sensitive and confidential information when using AI, following company data guidelines • Actively learn and build proficiency in AI tools relevant to your role • Share AI use cases, tips, and learnings to help strengthen team and organizational capability
We help Marketing Agencies scale profitably using Growth Partner Principles
**The Role** You are the bridge between a customer signing and a customer succeeding. This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go. If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.
FreedomCare is a healthcare organization that enables patients to receive personalized care at home, allowing them to hire friends and family members as caregiv
Onboarding Specialist I Location: Kansas City, MO; Springfield, MO; St. Charles, MO. Work Arrangement: Hybrid (Minimum 2 days per week in-office) Employment Type: Full-Time Salary: $20.00–$23.00 per hour Job Description: Started in 2016, FreedomCare is a Healthcare company that is innovating and revolutionizing the way home care is delivered. We bring dignity and support to patients needing care in their homes and to the caregivers who care for them. We’re the largest consumer-directed home care agency in NY State and are continually expanding our areas of focus including operations in other states and tech-based innovations. We pride ourselves on our values which drive the level of care that we deliver to our patients: - Here For You (An attitude of service, empathy, and availability) - Own It (Drive and ownership) - Do the Right Thing (High integrity) - Be Positive (Great attitude and a can-do positive approach to challenges) Join our team and make a positive impact on the lives of others! We are looking for an Onboarding Specialist I for our Team in Missouri. This is a hybrid role based out of one of the following offices at least twice per week: Kansas City, MO; Springfield, MO; St. Charles, MO. This role supports the Intake team ensuring the patient and caregiver in providing education, submitting required documents, and brief orientation to ensure coordination for start of care. Every day you will: · Act as primary point of contact supporting the completion of eligibility and employment paperwork for the caregiver. · Demonstrate effective case management by maintaining a 3-hour email, chatter and voicemail response time. · Achieve monthly standard to enroll a minimum 40% of caregivers based on state standards. · Navigate multiple systems as required to complete the enrollment process. · Maintain detailed case notes in Salesforce. · Adhere to HIPAA guidelines and compliance expectations. · Other duties as assigned by management Education / Experience · 1+ years’ experience in comparable role · Excellent written and verbal communication skills · Your own reliable transportation and ability to travel as required · A self-starter personality and the ability to work independently with minimal supervision · Ability and discipline to work remotely as required · Bilingual Spanish nice to have The Ideal Candidate Will Possess A positive can-do attitude. In alignment with our core values. · Exhibit a high level of patience and ability to communicate effectively and build trust. · Able to commute to patient and caregiver homes · A passion for providing a high level of customer service, including the ability to show empathy and active listening. · Ability to resolve issues with clients comfortably. · High level of discretion, judgment, integrity, professionalism, and strong decision-making skills. · Computer proficiency required; strong typing skills and ability to leverage technology and resolve customer issues. Why work at FreedomCare? We are here for you and committed to providing a best-in-class employee experience. We offer competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities to grow your career. This is a place where your voice matters, where we build great relationships, and your work has meaning and a tangible positive impact on others! At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics. At FreedomCare, base pay is one part of our total compensation package and is determined within a range. This provides our employees with the opportunity to professionally grow and develop within a role. The base pay range for this role is between $20.00 and $23.00 an hour at the commencement of your first year of employment. Compensation decisions are dependent upon a variety of factors which may include, but are not limited to: skill set, years of relevant experience, education, location, and licensure/certifications. Compensation Range $20 - $23 USD
Role Description This is a hands-on founding role: you will personally run clients through onboarding while building the systems, workflows, and automation that allow the function to scale. Codex is growing its client base rapidly — fintechs, PSPs, and institutional clients. Your job is to own the onboarding process end-to-end today, and architect what it looks like at 10x volume tomorrow. You'll report directly to the CEO and work closely with Sales, Compliance, and Engineering. Responsibilities - Client Onboarding Execution - Own the KYB process from initiation to completion — ensuring collection of corporate documentation, managing RFIs, coordinating with Compliance on risk determinations, and ensuring clients are cleared and activated as fast as possible. - Serve as the primary operational point of contact for clients through onboarding by setting expectations, chasing outstanding items, and keeping deals moving without losing the relationship. - Work with each new financial partner to understand their onboarding requirements and figure out the right process from scratch, adapting quickly as requirements evolve. - Coordinate with Trading Operations on account activation once KYB is complete. - Process Design & Automation - Document and systematise the current manual onboarding process — identifying what's repeatable, what's fragile, and where the biggest bottlenecks are. - Build the strategic roadmap for transitioning from manual to automated KYB — sequencing what gets automated first, what requires human judgement, and what the target state looks like. - Work directly with Engineering to spec and prioritise automation — you'll need to understand the problem deeply enough to translate it into product requirements. - Design and maintain onboarding workflows, checklists, and documentation standards that allow the function to scale to multiple staff members. - Cross-functional Coordination - Partner with Sales to ensure onboarding timelines are set correctly and deals don't stall after signing. - Work closely with Compliance to stay current on KYB policy, risk appetite changes, and new documentation requirements as Codex expands into new markets. - Feed client feedback on onboarding friction directly into the product and engineering roadmap. Qualifications - 5 to 10 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company. - Strong familiarity with corporate KYB including entity structures, UBOs, documentation standards across multiple jurisdictions. - Experience owning one-to-many onboarding processes and improving them over time. - Experience working with Engineering teams on automation and tooling. - Strong written communication skills. You are clear, precise, and professional with clients and internal teams alike. - Detail-oriented but pragmatic — you'll drive the manual work that's needed today without losing sight of the automated future you're building toward. Nice to Have - Experience in the stablecoin or crypto payments space. - Familiarity with cross-border payment rails and the compliance requirements that vary by corridor. - Prior experience as the first or founding member of an onboarding function at an early-stage company.
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