Agency Onboarding Specialist

CarePortal; Kansas City (MO); Remote; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

CarePortal is seeking an Agency Onboarding Specialist to guide new agencies through onboarding, ensuring they are prepared to submit high-quality, approved requests that connect children and families with meaningful support. The role emphasizes accuracy, confidence, and readiness at first submission, enabling a smooth handoff to the Engagement team.

Remote-friendly position based in the United States, with emphasis on clear communication, structured process guidance, and a positive customer

Qualifikationen

• 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.

Aufgaben

• Onboarding Delivery: Facilitate onboarding sessions for new agencies and guide setup and request submission.
• Activation & First Submission: Prepare agencies to submit their first approved request and ensure quality standards are met.
• Customer Experience: Provide clear, supportive guidance throughout onboarding and ensure agencies feel confident using the platform.
• Process Consistency & Improvement: Follow onboarding standards, provide feedback to improve efficiency and reduce onboarding complexity.
• Coordination & Handoff: Ensure milestones are completed and transition agencies to Engagement after first submission.

Kenntnisse

Communication

Facilitation

CRM usage

Attention to detail

Virtual training

Process improvement

Tools

CRM systems

Microsoft Office

Virtual meeting tools

Jobbeschreibung

Agency Onboarding Specialist# Agency Onboarding SpecialistFully Remote • Kansas City, MO 64111## OverviewLevelEntryPosition TypeFull TimeJob ShiftDayTravel PercentageNegligibleCategoryNonprofit - Social Services## Agency Onboarding Specialist**Agency Onboarding Specialist****CarePortal**#### Organizational ProfileCarePortal is Care-Sharing technology that drives action for local kids and families in crisis. We believe that through the Church and Community, there can be More Than Enough care for every child, through the power of Care-Sharing and the love of Jesus. Our goal is to **scale meaningful connections** through the local church, making a lasting impact on the lives of everyone involved. We mobilize robust Care-Sharing Networks and lead with **Courage, Humility, and Excellence.**We do this through the local Church and in collaboration with child-serving organizations, businesses, and people who care—that’s where you come in.### Position Summary### The Agency Onboarding Specialist is responsible for guiding new agencies through onboarding to ensure they are prepared to submit high-quality, approved requests that connect children and families to meaningful support.### This role focuses on efficient, high-quality activation, helping agencies understand both how to use the platform and how to clearly communicate needs in a way that leads to timely and meaningful care.### While the role is supportive and relational during onboarding, it is not responsible for ongoing engagement. Success is defined by accuracy, confidence, and readiness at first submission, enabling a clean transition to the Engagement team. Network health metrics, scorecards and KPIs will be utilized to help gauge performance, however, success in this role will be measured across all of the responsibilities listed below.### Your Responsibilities Include:**Onboarding Delivery*** Facilitate onboarding sessions for new agencies* Guide agencies through platform setup and request submission process**Activation & First Submission*** Prepare agencies to submit their first approved request* Ensure understanding of quality standards for submissions**Customer Experience*** Provide clear, supportive guidance throughout onboarding* Ensure agencies feel confident in using the platform**Process Consistency & Improvement*** Follow onboarding standards and playbooks* Provide feedback to improve efficiency and clarity* Support efforts to reduce onboarding complexity**Coordination & Handoff*** Ensure onboarding milestones are completed accurately* Transition agencies to Engagement after first approved submission* Support ecosystem balance through participation in Network Leader facilitated strategy meetings to identify, discuss and solve issues and opportunities.## Qualifications### What You Bring to the Organization:#### Experience & Skills* 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 ExcellenceThe above description is not intended to be comprehensive, but rather a focused list of priorities. Success provides the opportunity to not only build a career but also bring much-needed support and care to local children and families in crisis across the United States. Successful candidates, like all CarePortal, LLC employees, are expected to live and work consistent with CarePortal’s vision, mission, and values.CarePortal, LLC, a subsidiary of the nonprofit organization The Global Orphan Project (GO Project), is Care-Sharing technology that drives action for local kids and families in crisis.This platform, which brings Christian churches to the point of care for each request made on behalf of children and families, can be used to connect a diverse network of churches, child-serving agencies, businesses, and individuals who care. Learn more at www.careportal.org.*CarePortal, LLC offers a competitive benefits package for full-time positions (30+ hours per week) including health, dental, vision and employer paid life insurance, retirement savings and generous PTO plan and a highly competitive, market-indexed compensation when compared to similar non-profit roles. Compensation is commensurate with relevant skills and experience.*The Global Orphan Project is a 501c3 nonprofit located at 3161 Wyandotte, Kansas City, MO 64111.CarePortal LLC associates are at-will employees.www.goproject.org www.careportal.org