Agency Onboarding Lead — Immediate Impact

GO Project; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Retirement savings

PTO

Job summary

CarePortal is seeking an Agency Onboarding Specialist to guide new agencies through onboarding, ensuring high-quality, approved requests that connect children and families to meaningful support.

You will lead onboarding sessions, guide platform setup, and ensure clear communication of needs. The role emphasizes accuracy, confidence at first submission, and a smooth handoff to the Engagement team.

Qualifications

• Understanding of agencies, caseworkers, and the broader social services system.
• Strong communication and facilitation skills, with the ability to lead virtual training sessions.
• Ability to guide customers through structured processes with clarity and confidence.
• High attention to detail and strong follow-through.
• Comfort with virtual training environments and technology platforms.
• Ability to balance efficiency with a positive, supportive customer experience.
• Experience with CRM systems, Microsoft Office, and virtual meeting tools preferred.
• Ability to follow defined processes while identifying opportunities for improvement.
• Passion for CarePortal's mission and commitment to Courage, Humility, and Excellence.

Responsibilities

• Facilitate onboarding sessions for new agencies.
• Guide agencies through platform setup and request submission process.
• Prepare agencies to submit their first approved request.
• Ensure understanding of quality standards for submissions.
• Provide clear, supportive guidance throughout onboarding.
• Ensure agencies feel confident in using the platform.
• Follow onboarding standards and playbooks.
• Provide feedback to improve efficiency and clarity.
• Support efforts to reduce onboarding complexity.
• Ensure onboarding milestones are completed accurately.
• Transition agencies to Engagement after first approved submission.
• Participate in Network Leader strategy meetings to identify issues and opportunities.

Skills

Agency understanding

Facilitation skills

Virtual training

CRM familiarity

Attention to detail

Process guidance

Microsoft Office

Strong communication

Customer experience

Tools

CRM systems

Microsoft Office

Virtual meeting tools

Job description

CarePortal is seeking an Agency Onboarding Specialist to guide new agencies through onboarding, ensuring high-quality, approved requests that connect children and families to meaningful support.

You will lead onboarding sessions, guide platform setup, and ensure clear communication of needs. The role emphasizes accuracy, confidence at first submission, and a smooth handoff to the Engagement team.