Client Onboarding & Implementation Coordinator

Posted 6 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are looking for a highly organized, proactive individual with strong project management skills to own the onboarding process for new facilities joining our program. This role is responsible for ensuring each facility moves smoothly from signed agreement to full operational kickoff. Key Responsibilities You will own the full onboarding workflow, including: Sending initial onboarding emails and welcome instructions to new facilities Distributing and tracking completion of onboarding forms Following up consistently with facilities that have not completed required onboarding steps Maintaining pipeline visibility and ensuring no facility stalls in onboarding Coordinating internal stakeholders to ensure readiness for kickoff Scheduling and running kickoff calls with facility teams Documenting key onboarding details and ensuring all required information is collected before go-live Acting as the main point of contact during the onboarding phase What Success Looks Like Facilities complete onboarding forms on time with minimal manual chasing Smooth kickoff calls with all required information ready No deals or facilities “stuck” in onboarding without visibility Clear tracking of each facility’s onboarding status at all times Ideal Candidate Strong project management or operations coordination experience Comfortable owning multiple accounts in parallel (high-volume onboarding) Excellent written and verbal communication Persistent follow-up mindset without being overly aggressive Experience in healthcare, DME, SaaS onboarding, or B2B operations is a plus Comfortable running structured kickoff or implementation calls Tools You May Use Clickup ( Project Management Tool) Email systems (Google Workspace) Scheduling tools (Calendly)

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $20.00

    -

    $30.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
ClickUp
Digital Project Management
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:6 days ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 2, 2022
  • United States
    Santa Fe Springs12:04 AM
  • $41K total spent
    85 hires, 31 active
  • 2,104 hours
  • Real Estate
    Small company (2-9 people)

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