Client Onboarding Associate

Primary Responsibilities

  • Client Liaison duties (client relationship – liaison and maintenance, gathering relevant information, processing client’s change requests, training clients on company processes and/or software systems)
  • Onboarding Process Coordination duties (assist in all the following: coordinating the client’s IT department, coordinating with implementation and sales teams, creating, implementing and maintaining client Standard Operating Procedures [SOPs], ensuring the configuration of client’s portal and relevant interfaces, developing and managing onboarding plan, implementing client requested changes)
  • Administration duties (adhering to all relevant protocols and company policies and procedures, interdepartmental communications)
  • Professional Development duties (staying current with all relevant knowledge understanding and skills required for the job, attending skill building workshops, doing own performance review)


Skills / Qualifications

  • Proven ability to effectively work with client and vendor assigned personnel
  • Must be an effective and disciplined self-manager
  • The ability to manage an assigned workload that changes daily
  • Proven competent communication skills
  • A willingness to work in a confidential environment
  • Strong interpersonal relationship building skills
  • An organized work ethic that includes paying attention to detail
  • Proven ability to prioritize work with changing deadlines
  • Proven ability to work with other team members out of relationships based on mutual trust and respect as well as being versatile as needed
  • Intermediate level Microsoft Word, Excel and Outlook skills
  • Working knowledge of Microsoft Windows 7 or higher
  • Familiarity with database concepts
  • Demonstrated Project Management skills
  • Firm mathematical aptitude
  • Required manual dexterity for using a calculator, computer keyboard and capturing information in writing
  • Must have a valid driver’s license
  • Must be willing to travel as required



  • Minimum of 1-year experience in working in a medical environment (specifically with front office, back office and clinical)
  • Knowledge and working experience with EHR systems
  • Minimum of 1 year experience in Project Management processes
  • Mature experience in SOP creation and development

Fellow Health Partners is an Equal Opportunity Employer.  We offer competitive compensation and an attractive benefits package. If you are looking for a challenging and exciting position in a growing industry we invite you to apply.