Onboarding Coordinator

Legacy Farmer; United States; Remote; USD 45,000 - 55,000; Full time

Benefits offered by this job

Uncapped PTO

Flexible working hours

Commission-based earnings

Job summary

A financial services company is seeking an Onboarding Coordinator to manage the onboarding process for new members. This fully remote role involves scheduling, ensuring compliance with policies, and guiding members in financial data entry. Excellent organizational and communication skills are required. The ideal candidate will have familiarity with financial statements and relevant experience in customer onboarding. Competitive salary offered in the $45,000 – $55,000 range.

Qualifications

• Strong organizational and scheduling skills with attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to explain processes and policies clearly and confidently.
• Familiarity with financial statements (balance sheet, cash flow) preferred.

Responsibilities

• Confirm and manage onboarding schedules for all new members.
• Clearly communicate Accountability and No-Show Policies to members.
• Explain the Legacy Farmer process related to member’s annual meeting goals.
• Guide members through balance sheet and cash flow statement entry.
• Provide members with a basic working knowledge of Farmer Metrics.

Job description

Legacy Farmer is always looking for growth-oriented, high performance people ready to deliver amazing results for our clients and team.

Location
Fully Remote

Uncapped PTO
Within Reason

Who We Are

At Legacy Farmer, we are committed to helping Farmers Master their Finances and Build a Great Business that will Thrive for multiple generations in the future. Our work matters here and we will do whatever is required to accomplish our mission of helping the great people in this industry.

What's in it for you?

• Remote - US
• Base Salary: $45,000 – $55,000 annually
• Total Comp with Commission: UNCAPPED (earn as much as you want)
• Fully Remote
• Uncapped PTO
• Reports to: Customer Experience & Engagement Specialist

About the Role

The Onboarding Coordinator plays a critical role in ensuring new Legacy Farmer members have a smooth and professional start to their journey. This position is responsible for managing the onboarding process from initial scheduling through financial setup, policy review, and software introduction. Additionally, the Coordinator facilitates all scheduling for the Senior Coaching team, ensuring calendars are managed efficiently and members receive timely access to coaching resources. The Coordinator serves as the first point of contact for members, setting expectations, ensuring compliance with internal processes, and preparing members for successful integration into the Legacy Farmer coaching experience.

Key Responsibilities

• Scheduling & Payment
  • Confirm and manage onboarding schedules for all new members.
  • Facilitate and coordinate all Senior Coaching scheduling, ensuring calendar alignment and member access. Verify receipt of initial payments and ensure payment information is properly recorded.
• Policy Review & Member Accountability
  • Clearly communicate the Accountability Policy and No-Show Policy to members.
  • Ensure that members acknowledge these policies prior to coaching engagement.
• Process Orientation
  • Explain the Legacy Farmer process and how it connects to the member’s annual meeting goals.
  • Provide an overview of the internal Legacy Farmer team, clarifying roles and points of contact.
• Financial Data Preparation
  • Assign and guide members through the entry of their balance sheet and cash flow statements into Farmer Metrics (FM).
  • Ensure accuracy and completion of initial financial data inputs before coaching begins.
• System & Tool Introduction
  • Provide members with a basic working knowledge of Farmer Metrics (FM), including navigation and functionality.
  • Troubleshoot initial access or usage issues and address technical concerns as needed.

Qualifications

• Strong organizational and scheduling skills with attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to explain processes and policies clearly and confidently.
• Familiarity with financial statements (balance sheet, cash flow) preferred.

Prior experience in customer onboarding, client success, or account coordination is a plus.

Reporting & Compensation

• Reports to: Customer Experience & Engagement Specialist
• Salary Range: $45,000 – $55,000 annually

Success Metrics

• Onboarding completed within designated timeline.
• 100% of members confirm understanding of accountability and no-show policies.
• Balance sheet and cash flow entered into FM before first coaching session.
• Senior Coaching schedules consistently optimized with minimal conflicts or missed sessions.

Member satisfaction with onboarding process (survey/feedback scores).