Top 4401 Client onboarding Jobs in New York State

Onboarding Guide (Patient Enrollment)
Hera —New York State
- $25 - $50 an hour
- Choose your own hours
- Remote
- Children
- Entry level
Quick Apply
4d
Strategy Associate - Global Client Policies
TikTok —New York, NY
- $108,000 - $151,200 a year
- Mid-level
- Fair chance
- Communication skills
- Paid parental leave
- Paid holidays
Client Onboarding Associate / KYC
Mizuho Americas —New York, NY
- $68,000 - $95,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Supervisor - Client Relations Center
Hermès Paris —Manhattan, NY
- $66,560 - $77,653 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Customer Onboarding Manager
Smartly —New York, NY
- $75,000 - $100,000 a year
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Asset Management Client Skills Training Facilitation and Technology Training Associate
JPMorganChase —New York, NY
- $76,000 - $105,000 a year
- Full-time
- Word processing
- Mid-level
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Administrative Assistant - HR
Nomura —New York, NY
- $85,000 - $110,000 a year
- Mid-level
- Office
- 3 years
- Paid time off
- Parental leave
Client Engagement Manager (East Coast)
JPMorganChase —New York, NY
- $67,500 - $89,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
9d
Assistant Manager, Client Operations
Simon & Schuster —New York, NY
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Client Services Associate
The TCW Group, Inc. —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Senior Client Onboarding Manager
Progyny, Inc —New York, NY
- $90,000 - $110,000 a year
- Email
- 6 years
- Office
- Master's degree
- Health insurance
- Dental insurance
Business Coordinator-CNN
Warner Bros. Discovery —New York, NY
- $65,025 - $120,761 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Wellness program
- Paid holidays
Compliance Onboarding Analyst
FalconX —New York, NY
- $94,000 - $119,000 a year
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
Cash Management Client Support & Training Specialist
Flagstar Bank —New York, NY
- $18.74 - $33.02 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Associate Solutions Consultant
Index Exchange —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Computer Science
- JavaScript
- Entry level
- Health insurance
- Dental insurance
Client Onboarding Manager
Connecteam —New York, NY
- $90,000 a year
- Remote
- Mid-level
- Organizational skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Manager, Client Experience
JAMS, Inc. —New York, NY
- $120,400 - $158,000 a year
- Full-time
- Inventory management
- Computer literacy
- Administrative experience
Recruiting Coordinator (6-Month Project)
Addepar —New York, NY
- $53,000 - $83,000 a year
- Remote
- US work authorization
- Communication skills
- Entry level
Quick Apply
11d
Client Operations Manager
Playbook —New York, NY
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Hospitality
- 3 years
- Recruiting
- Disability insurance
- Health insurance
Global Payroll Onboarding Specialist
Niural —New York, NY
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Continuous improvement
- 2 years
- Dental insurance
- 401(k)
Quick Apply

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Onboarding Guide (Patient Enrollment)

Hera -
New York State

Quick Apply

Job Details

Full-time
$25 - $50 an hour
4 days ago

Qualifications

Customer relationship building
Client onboarding
Referral-based lead generation
Medical insurance coverage verification
Operations coordination
Sales referrals
Sales experience within healthcare
Service scheduling
Care documentation
Working with seniors
Managing clients in a customer support role
Overseeing care coordination
Older adults
Telehealth platforms
Working with families
Client referrals
Patient registration
Care coordination
Referral coordination
Process management
Entry level
Client interaction via phone calls

Full Job Description

A doctor refers a family to Hera. They're cautiously optimistic but mostly overwhelmed - they've been bounced between systems, handed pamphlets, told to "call this number." They don't know what geriatric care management is. They definitely don't know it's covered by Medicare. They're one confusing phone call away from saying "never mind, we'll figure it out ourselves."

You're the reason they don't.

As an Onboarding Guide, you're the first voice a family hears from Hera. You help them understand how Hera competently cares for their parents, walk them through every step of getting started, and hand them off to their Hero feeling confident, heard, and ready. You're part closer, part concierge, part care coordinator. You just make the path so clear and the experience so easy that saying yes feels obvious.

This role sits at the intersection of relationship-building and operations. You're selling, but what you're selling is something families genuinely need, and your job is to remove every obstacle between a referral and a first appointment. Missing paperwork, skeptical adult children, a patient who's never used a computer - you will get through whatever it takes so that the family can meet their Hero.

Your mission as the Onboarding Guide

You're the reason families actually get help instead of falling through the cracks between referral and care
You aren’t just going through a motion. You're building trust with real families at a vulnerable moment
You own the full onboarding experience, no handing things off and hoping for the best
You leverage technology to make onboarding seamless, not a stack of faxes and voicemails
Elevate your ceiling. We're early stage and growing fast - Guides joining now are shaping how every future family experiences Hera

The Role

1099 flexibility, 30–40 hrs/week in business hours EST (you set your schedule)
$25-30/hour base + enrollment bonuses (top performers earn $40-50/hour)
Be the first point of contact after a doctor refers a family to Hera - guide them from "what is Hera?" to their first Hero appointment
Remote - must be located in the United States

What you'll actually do

Convert referrals into active clients by helping families understand what Hera is and how we can be valuable in their care journey
Guide families through the onboarding process - paperwork, documentation, insurance verification, scheduling - so nothing stalls
Coordinate between families and Hera's care team to ensure a clean handoff to their matched Hero
Help families navigate technology: uploading documents, joining telehealth appointments, signing e-forms
Spot friction in the intake process and fix it - not just for one family, but for every family after them
Collaborate with our engineering team to streamline workflows and scale how many families we can onboard without sacrificing quality

You'd be a great fit if you

Have a background in healthcare sales, care coordination, or customer success — especially with older adults or their families
Are warm on the phone and sharp on the follow-through. Families trust you quickly and nothing falls through the cracks
Think "how do I get this from 2 hours to 15 minutes" without cutting corners
Hold yourself to a high bar: done right, not just done
Are tech-savvy and energized by fast-moving environments where the playbook is still being written

We're on a mission to change the way we care for our parents and redefine a universal human experience. Watch our launch video here.

Quick Apply

Refine Your Search

client onboarding jobs in new york state

Onboarding Guide (Patient Enrollment)

Strategy Associate - Global Client Policies

Client Onboarding Associate / KYC

Supervisor - Client Relations Center

Customer Onboarding Manager

Asset Management Client Skills Training Facilitation and Technology Training Associate

Administrative Assistant - HR

Client Engagement Manager (East Coast)

Assistant Manager, Client Operations

Client Services Associate

Senior Client Onboarding Manager

Business Coordinator-CNN

Compliance Onboarding Analyst

Cash Management Client Support & Training Specialist

Associate Solutions Consultant

Client Onboarding Manager

Manager, Client Experience

Recruiting Coordinator (6-Month Project)

Client Operations Manager

Global Payroll Onboarding Specialist

I want to receive the latest job alert for client onboarding in new york state

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