Remote Agency Onboarding Specialist

CarePortal; Kansas City (MO); Remote; USD 42,000 - 66,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Facilitation

CRM usage

Attention to detail

Virtual training

Process improvement

Tools

CRM systems

Microsoft Office

Virtual meeting tools

Job description

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