Onboarding Specialist I (Pittsburgh, PA / Hybrid)

$33,280 - $41,600/Yr

Freedomcare - Pittsburgh, PA

Full-time - Entry Level

Hybrid - Pittsburgh, PA

Professional, Scientific, and Technical Services

About the position

The Onboarding Specialist I at FreedomCare is responsible for guiding clients and their chosen caregivers through the onboarding process for the Consumer Directed Personal Assistance Program (CDPAP). This hybrid role involves working closely with the Intake team to ensure a smooth transition for clients, providing support and information about the program features and benefits, and maintaining accurate records in the Salesforce CRM tool.

Responsibilities

• Work with patients' chosen caregivers to guide them in submitting all required work and I-9 documentation for Orientation.
• Complete the Start-of-Care process with patients and caregivers.
• Display empathy, actively listen, and clearly communicate with callers to ensure their needs are addressed and to foster a positive experience and relationship.
• Schedule virtual orientations calls with patients to ensure a smooth transition of start of care.
• Adhere to a revolving monthly client service and compliance standard.
• Effectively input and update the case file and account data within our Salesforce CRM tool.
• Manage your call dashboards and reporting to assist in managing assignments.
• Caregiver employment verification letter.

Requirements

• At least 1 year of previous experience in a fast-paced customer service role.
• Proven exceptional customer service experience.
• Experience in high-volume inbound and outbound call environment.
• Strong customer focus and adaptability to different personality types.
• Ability to multitask, set priorities, and manage time effectively.
• Build sustainable relationships and engage patients/caregivers by taking the extra mile in resolving any issues/concerns.
• Must have poise and patience when dealing with customers.
• Strong phone and verbal communication skills along with active listening skills; ability to comfortably resolve issues over the telephone.
• Attention to detail and data accuracy.
• Ability to meet and/or exceed weekly targets or metrics.
• Excellent communication (written and verbal) and organization skills.
• Effective time management, prioritization, and multitasking skills.
• Proactive with a commitment to excellence in your work.
• Flexibility and openness as the role and responsibilities may change and or evolve as we grow!
• Previous experience managing multiple schedules.

Nice-to-haves

• Bilingual Spanish or other languages.
• 2+ years of experience within the healthcare, hospital, or homecare agency space.

Benefits

• Health insurance
• Retirement plan
• Wellness programs
• Fun company events
• Ongoing learning opportunities