Onboarding Specialist

New Client Onboarding Associate 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

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

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

We're looking for someone who:

• Brings relevant experience in customer service, professional services and/or customer onboarding (+5 years)
• Brings experience in