Agency Onboarding Specialist

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

Agency Onboarding Specialist

CarePortal

Organizational Profile

CarePortal 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—thats 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 CarePortals mission and commitment to Courage, Humility, and Excellence

The 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 CarePortals 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 (http://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 (http://www.goproject.org/) www.careportal.org (http://www.careportal.org/)