Client Onboarding Specialist

Socket.dev; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Redirect Health is seeking a New Client Onboarding Specialist to ensure new clients are onboarded effectively, feel confident from day one, and set up for long-term success. You will own end-to-end onboarding projects, educate clients on how Redirect Health works, collaborate with Healthcare Consultants, Brokers, and Care Logistics teams, and continually improve enrollment outcomes and client experience.

This hands-on role rewards proactive communication, ownership, and measurable impact on

Qualifications

• 5+ years in customer service, professional services, and/or onboarding.
• 2+ years in account management or client success.
• Clear, empathetic verbal and written communication.
• Analytical mindset with strong project management skills.
• Team-oriented and able to support others in a healthcare context.

Responsibilities

• Own end-to-end onboarding projects with timelines, tasks, communication, and completion.
• Educate clients on how Redirect Health works and how to navigate their benefits.
• Collaborate with Healthcare Consultants, AR Specialists, Brokers, Care Logistics, Claims, and Member Success teams.
• Improve onboarding efficiency, enrollment outcomes, and the overall client experience.
• Advocate for new clients across Redirect Health teams.

Skills

Customer onboarding

Account management

Client communication

Project management

Empathy

Education

High School Diploma or GED

BA/B.Sc. preferred

Job description

About This Role

New Client Onboarding Specialist exists to ensure new clients are successfully onboarded to Redirect Health so they understand how our model works, feel confident from day one, and are set up for long-term success.

In this role, you will:

• Serve new clients, brokers, and internal Customer Success and care teams
• Be responsible for on-time, high-quality onboarding completion and strong initial client relationships
• Directly impact how smoothly clients transition into Redirect Health and how well employees and families adopt and use their healthcare benefits

This is a hands-on role for someone who:

• Enjoys project management, client communication, and problem solving
• Takes ownership and follows through
• Wants their work to have real-world impact

What You'll Do

In this role, you will:

• Own: End-to-end onboarding projects for new clients, including timelines, tasks, communication, and completion
• Support: Clients and members by educating them on how Redirect Health works and how to navigate their benefits
• Collaborate with: Healthcare Consultants, AR Specialists, Brokers, Care Logistics, Claims, and Member Success teams
• Improve: Onboarding efficiency, enrollment outcomes, and the overall new client experience
• Advocate for: New clients and their employees by representing their needs and feedback across Redirect Health teams

A strong performer in this role is known for:

• Running onboarding projects that are on-time, organized, and clear
• Communicating proactively and building trust with clients and brokers
• Consistently delivering smooth transitions from onboarding to ongoing client success

How Success Is Measured

Success in this role is measured by:

• On-time completion of onboarding projects
• Maximized employee and dependent enrollment during onboarding
• Client satisfaction among key client and broker stakeholders
• Member satisfaction, measured through NPS and issue resolution outcomes

What We're Looking For

We're looking for someone who:

• Brings relevant experience in customer service, professional services and/or customer onboarding (+5 years)
• Brings experience in account management or client success (+2 years)
• Communicates clearly and with empathy (strong verbal and written communication skills)
• Enjoys simplifying complex problems (proven analytical and project management skills)
• Works well across teams and roles (friendly, self-motivated team player who thrives on supporting others)
• Cares deeply about helping people (passion for healthcare and client service, self-starter with a results-oriented mindset)

Healthcare experience, licensing, or certifications: Preferred (Health Insurance License preferred)
Education: High School Diploma or GED required; BA/B.Sc. preferred

Why Join Redirect Health

What "Free Healthcare" Actually Means

When we say free, we mean no money out of your paycheck and no cost when you need care:

• No monthly premiums
• No cost to add your spouse or children
• No deductibles (we reimburse them)
• No out-of-pocket maximums

This benefit alone can save families tens of thousands of dollars.

What You'll Earn

• Salary range: $50,000-$70,000 per year
• Bonus or incentive opportunities: Up to fifteen-thousand dollars per year
• FREE healthcare for you and your entire family
• Dental & Vision insurance
• Paid time off & sick time
• 401(k) access
• A mission-driven team that believes in doing the right thing

Ready to Make a Difference?

If you're looking for more than just a job—and want to help reshape how healthcare works for families,we'd love to hear from you.

Legal Stuff

Redirect Health is an Equal Opportunity Employer (EOE). Employment with Redirect Health is at-will. Nothing in this job posting or the application process creates a contract or guarantee of employment. Please note this job description is not designed to contain a comprehensive listing of activities, duties, and responsibilities required for this role. Duties, responsibilities, and activities may change at any time with or without notice. Redirect Health does not provide employment-based visa sponsorship now or in the future for this position. Applicants must be currently authorized to work in the United States without sponsorship.