OVERVIEW:

Were looking for a detail-oriented Systems & Onboarding Coordinator with a strong IT or operations background. In this role, you’ll manage onboarding processes, maintain critical systems like Monday.com, and help automate workflows using tools like Zapier. Youll also support our internal team with smooth data handling across platforms.
Note: Training will be provided for CentralReach.

REQUIREMENTS

• Experience working with platforms like Monday.com, Zapier, and cloud-based systems
• Strong technical aptitude and confidence navigating multiple software platforms
• Organized, responsive, and highly accurate with data
• Comfortable managing backend workflows and troubleshooting simple system issues
• Clear communication and the ability to follow SOPs preciselyBonus If You Have:
• Experience with onboarding workflows or operations support
• Familiarity with CentralReach or similar systems (not required - training provided)

• Set up new hires in CentralReach and ensure training workflows are initiated correctly
• Manage and update Monday.com as the core CRM for tracking onboarding, schedules, and credentials
• Send treatment plans and telehealth waivers via DocuSign
• Unlock session note timeframes and assist with late entry workflows
• Use Zapier to automate tasks and integrate tools for greater efficiency