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Client Onboarding Specialist

Ca52101b Ae82 458e 8b03 4124951ad363 19000101 000001 · Wake Forest, NC, US, Wake Forest, NC · Remote · Active · $20 / hour · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyCa52101b Ae82 458e 8b03 4124951ad363 19000101 000001
TitleClient Onboarding Specialist
Normalized title-
Department / team-
LocationWake Forest, NC, United States
Work modelRemote / Remote
Employment typeFull Time
Salary$20 / hour
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Wake Forest.Open
Work model jobsActive Remote postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyCa52101b Ae82 458e 8b03 4124951ad363 19000101 000001
Source84e25842-5076-4856-8fe3-49159bf85dfa
ATS providerADP Workforce Now Recruiting

Description

SUMMARY: This position will be responsible for supporting the Sales department by managing all new client onboarding and account setup processes. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties include but are not limited to: Oversee and manage the account onboarding process for new clients from onboarding form submission through a determined time period of successfully sending specimens. Coordinate with Sales Reps and client contact to ensure training is completed. Establish and maintain relationships between Sales Rep, client contact, and laboratory as primary contact for the initial client onboarding process. Monitor volume with projected volume and report to the Sales Management team. Provide client-oriented solutions to successfully support the client. Assist the Sales team in optimizing workflows for continued advancements in providing the highest level of customer service. The employee may be asked to perform additional tasks or responsibilities not specifically listed here. The dynamic nature of this role allows for flexibility and growth as we work together to define and refine its scope. KEY PERFORMANCE INDICATORS New client is fully onboarded, trained, and supplies available by indicated start date. Sales Rep and Client Contact are contacted weekly for four full weeks of activity to ensure success. Clients are successfully integrated into laboratory processes within a predetermined number of days of the start date and can be transitioned to Client Services successfully. Safety standards met MINIMUM QUALIFICATIONS To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience : Customer service experience required, Minimum of 2 years’ actual experience Bachelor’s degree preferred. Position Type/Expected Hours of Work: This is a full-time position, and days and hours of work are: M-F 9 am-5pm; Subject to change to meet needs Occasional evening and weekend work may be required as job duties demand. Remote work is not available. Travel: Limited Travel - Travel is primarily local during the business day. Out-of-state and overnight travel may be occasionally required. Supervisory Responsibility: This position has no supervisory responsibilities. Knowledge, Skills and Abilities: Knowledge of basic practices within the Laboratory, Client Services, IT, and Business Teams that relate to Client and Sales Representative success. Demonstrate high attention to detail and initiate problem resolution in a timely and accurate manner. Strong work ethic, commitment to completing assigned tasks and dedicated to high quality work Demonstrate the ability to communicate written and verbal information. Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Problem Solving- Identifying basic problems and reviewing related information to develop and evaluate options and implement solutions. Collaboration- Working effectively and cooperatively with others; establishing and maintaining good working relationships and building trust between new clients, Sales Reps, and the laboratory. Time management- Ability to manage time effectively to ensure quality work and timely completion of new client onboarding. Organization and attention to detail - Ability to manage high volumes of data sets with diligent attention to detail. Ability to determine new client challenges and work to mitigate within the laboratory processes. Collaboration / Teamwork - Working effectively and cooperatively with others; establishing and maintaining good working relationships which encourage the free exchange of ideas and achievement of team/project goals. Knowledge of or ability to learn Stratus, Shadowbox, and Google Drive processes. Teaching and Instruction: Ability to patiently and proficiently teach Client Contacts, Collectors, and Sales Representatives necessary skills to successfully collect specimens and access reports. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position will take place on a daily basis within the Wake Forest Headquarters; this is not a remote role. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 50 pounds. The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job. DISCLAIMER AND ACKNOWLEDGEMENT The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job. Monday - Friday, 9:00am - 5:00pm

Full job record

Job ID847115537d0eba943894cf51e1e2f8cb1a5f4e3d
Org ID3d15e47f-4825-4639-8974-81d3a24001d7
Source ID84e25842-5076-4856-8fe3-49159bf85dfa
Board ID84e25842-5076-4856-8fe3-49159bf85dfa
Provideradp_workforcenow
Provider Job Key590528
TitleClient Onboarding Specialist
Normalized Title—
Statusactive
Activeyes
Location TextWake Forest, NC, US, Wake Forest, NC
Department—
Team—
Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionNC
CityWake Forest
Salary RawUp to 20 (USD) Hourly
Salary Min0
Salary Max20
Salary CurrencyUSD
Salary Periodhour
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=ca52101b-ae82-458e-8b03-4124951ad363&ccId=19000101_000001&lang=en_US&type=JS&jobId=590528&jwId=9203128796805_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=ca52101b-ae82-458e-8b03-4124951ad363&ccId=19000101_000001&lang=en_US&type=JS&jobId=590528&jwId=9203128796805_1
First Seen At2026-05-31 18:41:28Z
Last Seen At2026-06-06 13:21:02Z
Last Checked At2026-06-06 13:21:02Z
Last Changed At2026-06-06 13:21:02Z
Inactive At—
Source Posted At2026-05-29 15:09:00Z
Source Updated At—
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Extensions
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    "requisitionDescription": "<p><strong>SUMMARY:&nbsp;</strong>This position will be responsible for supporting the Sales department by managing all new client onboarding and account setup processes.</p><p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES</strong></p><p data-pasted=\"true\"><em>To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></p><p><strong><u>Duties include but are not limited to:</u></strong></p><ul><li>Oversee and manage the account onboarding process for new clients from onboarding form submission through a determined time period of successfully sending specimens.</li><li>Coordinate with Sales Reps and client contact to ensure training is completed.</li><li>Establish and maintain relationships between Sales Rep, client contact, and laboratory as primary contact for the initial client onboarding process.</li><li>Monitor volume with projected volume and report to the Sales Management team.</li><li>Provide client-oriented solutions to successfully support the client.</li><li>Assist the Sales team in optimizing workflows for continued advancements in providing the highest level of customer service.</li><li>The employee may be asked to perform additional tasks or responsibilities not specifically listed here. The dynamic nature of this role allows for flexibility and growth as we work together to define and refine its scope.</li></ul><p><strong>KEY PERFORMANCE INDICATORS</strong></p><ol><li data-pasted=\"true\">New client is fully onboarded, trained, and supplies available by indicated start date.</li><li>Sales Rep and Client Contact are contacted weekly for four full weeks of activity to ensure success.</li><li>Clients are successfully integrated into laboratory processes within a predetermined number of days of the start date and can be transitioned to Client Services successfully.</li><li>Safety standards met</li></ol><p><strong>MINIMUM QUALIFICATIONS</strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;' data-pasted=\"true\"><em><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:#0D0D0D;'>To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard.&nbsp;</span></em></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><em><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:#0D0D0D;'>The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></em></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:#0D0D0D;'>&nbsp;</span></u></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>Education and/or Experience</span></u></strong><strong><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>: </span></strong></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Customer service experience</span><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>&nbsp;required, Minimum of 2 years&rsquo; actual experience</span></li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Bachelor&rsquo;s degree preferred.&nbsp;</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>Position Type/Expected Hours of Work:</span></u></strong></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;margin-left: 0in;\"><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>This is a full-time position, and days and hours of work are: M-F 9</span><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>am-5pm; Subject to change to meet needs</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Occasional evening and weekend work may be required as job duties demand.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>Remote work is not available.&nbsp;</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>Travel:&nbsp;</span></u></strong><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Limited Travel - Travel is primarily local during the business day. Out-of-state and overnight travel may be occasionally required.&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>Supervisory Responsibility:</span></u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'> </span></strong><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>This position has no supervisory responsibilities.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>Knowledge, Skills and Abilities:</span></u></strong></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;margin-left: 0in;\"><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Knowledge of basic practices within the Laboratory, Client Services, IT, and Business Teams that relate to Client and Sales Representative success.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>Demonstrate high attention to detail and initiate problem resolution in a timely and accurate manner.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Strong work ethic, commitment to completing assigned tasks and dedicated to high quality work</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Demonstrate the ability to communicate written and verbal information.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Critical Thinking &mdash; Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Problem Solving- Identifying basic problems and reviewing related information to develop and evaluate options and implement solutions.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Collaboration- Working effectively and cooperatively with others; establishing and maintaining good working relationships and building trust between</span><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>&nbsp;new clients, Sales Reps, and the laboratory.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Time management- Ability to manage time effectively to ensure quality work and timely completion of&nbsp;</span><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>new client onboarding.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Organization and attention to detail - Ability to manage high volumes of data sets with diligent attention to detail.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>Ability to determine new client challenges and work to mitigate within the laboratory processes.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;color:black;'>Collaboration / Teamwork - Working effectively and cooperatively with others; establishing and maintaining good working relationships which encourage the free exchange of ideas and achievement of team/project goals.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>Knowledge of or ability to learn Stratus, Shadowbox, and Google Drive processes.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-family:\"Calibri\",sans-serif;font-size:15px;'>Teaching and Instruction: Ability to patiently and proficiently teach Client Contacts, Collectors, and Sales Representatives necessary skills to successfully collect specimens and access reports.&nbsp;</span></li></ul><p style=\"margin:0in;font-size:16px;font-family: initial;\"><br></p><p style=\"margin:0in;font-size:16px;font-family: initial;\"><strong><span style='font-size:15px;font-family:\"Arial\",sans-serif;color:black;'>PHYSICAL DEMANDS AND WORK ENVIRONMENT</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;' data-pasted=\"true\"><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:black;'><em>The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></span><strong><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:black;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>This position will take place on a daily basis within the Wake Forest Headquarters; this is not a remote role.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 50 pounds.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;' data-pasted=\"true\"><strong><span style='font-size:15px;font-family:\"Arial\",sans-serif;color:black;'>DISCLAIMER AND ACKNOWLEDGEMENT</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;' data-pasted=\"true\"><span style='font-size:15px;font-family:\"Calibri\",sans-serif;color:black;'>The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.&nbsp;</span></p></div>\n<br/>Monday - Friday, 9:00am - 5:00pm",
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