Job Description

Overview

The Onboarding Specialist is a critical member of Mondos Customer Success team, responsible for initiating and coordinating all post-placement onboarding activities for newly placed consultants and clients. This role ensures a seamless transition from placement to start, working cross-functionally with HR, Sales, Recruiting, and Management to maintain accuracy, compliance, and an exceptional consultant experience.

Key Responsibilities

Contract & Compliance

• Create, review, and execute all W-2, C2C, and client contracts once an opportunity reaches Double Verbals.
• Send contracts via DocuSign and upload fully executed copies to the Salesforce (SFDC) opportunity.
• Verify and document whether the consultant will receive client-provided equipment.
• Initiate background checks in SFDC and I-9 sequences in Outreach as part of the post-onboarding process (once the opportunity is marked Closed Won).

Sequencing & Communication

• Assign all onboarding sequences in Outreach, including:
• HR Sequence
• Start Details Sequence (sent the Friday prior to start date)
• Customer Success Introduction Sequence (includes What to Expect Week 1 + Timesheet Guide)
• Milestone Feedback Sequence (in coordination with the Retention team at 1, 30, 45, 60, and 90 days)
• Ensure accuracy and timeliness of all automated email triggers tied to SFDC status changes.

Collaboration

• Partner with Sales and Recruiting to validate start details, client equipment, and consultant readiness.
• Collaborate with the Customer Success and Retention teams to maintain an excellent post-start experience and proactive engagement touchpoints.

Process & Data Management

• Maintain up-to-date data accuracy in SFDC and Outreach, including custom fields such as Client Equipment Provided: Y/N and Start Details.
• Identify process gaps or automation opportunities and communicate recommendations to the Director of Customer Success.
• Track completion of onboarding milestones and flag at-risk starts to relevant stakeholders.

Required Skills & Qualifications

• Strong proficiency in Salesforce (SFDC) and DocuSign.
• Exceptional attention to detail and organizational skills.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to work in a team environment while being accountable for individual productivity targets.
• Proven ability to work independently in a remote environment.
• Process-driven with a focus on accuracy, compliance, and consultant satisfaction.

Preferred Skills

• Experience with Outreach or similar email automation/sequencing tools.
• Familiarity with staffing or talent acquisition operations.
• Understanding of post-placement workflows and consultant lifecycle management.

Mondo offers health insurance, a retirement plan, company-paid holidays, paid time off, and Mondos FUEL program for reimbursements on certain wellness expenses.

We defer to the applicable State or local law with regard to any public health emergency. We provide paid sick leave as required by Colorados Healthy Families and Workplaces Act.

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