Agency Onboarding Specialist

GO Project • Kansas City, MO

2d

About The Position

The Agency Onboarding Specialist guides new agencies through onboarding so they are prepared to submit high-quality, approved requests that connect children and families to meaningful support. The role focuses on efficient, high-quality activation: helping agencies use the platform and clearly communicate needs so that support can be provided in a timely and meaningful way. The specialist provides supportive, relational guidance during onboarding but is not responsible for ongoing engagement. Success is defined by agencies’ accuracy, confidence, and readiness at first submission, allowing for a clean transition to the Engagement team. Network health metrics, scorecards, and KPIs are used to help gauge performance, alongside the responsibilities listed in the posting.

CarePortal is a care-sharing technology platform that mobilizes local churches and communities to support children and families in crisis. The Agency Onboarding Specialist works in collaboration with child-serving organizations and supports CarePortal’s mission and values of Courage, Humility, and Excellence. The position is with CarePortal, LLC, a subsidiary of The Global Orphan Project. The posting describes competitive compensation commensurate with relevant skills and experience and a competitive benefits package for full-time positions of 30 or more hours per week.

Requirements

• Understand agencies, caseworkers, and the broader social services system.
• Have strong communication and facilitation skills, including the ability to lead virtual training sessions.
• Be able to guide customers through structured processes with clarity and confidence.
• Have high attention to detail and strong follow-through.
• Be comfortable with virtual training environments and technology platforms.
• Balance efficiency with a positive, supportive customer experience.
• Follow defined processes while identifying opportunities for improvement.
• Have a passion for CarePortal’s mission and commitment to Courage, Humility, and Excellence.

Nice To Haves

• Experience with CRM systems, Microsoft Office, and virtual meeting tools.

Responsibilities

• Facilitate onboarding sessions for new agencies.
• Guide agencies through platform setup and the request submission process.
• Prepare agencies to submit their first approved request.
• Ensure agencies understand submission quality standards.
• Provide clear, supportive guidance throughout onboarding so agencies feel confident using the platform.
• Follow onboarding standards and playbooks.
• Provide feedback to improve onboarding efficiency and clarity.
• Support efforts to reduce onboarding complexity.
• Ensure onboarding milestones are completed accurately.
• Transition agencies to the Engagement team after the first approved submission.
• Participate in Network Leader-facilitated strategy meetings to identify, discuss, and solve ecosystem issues and opportunities.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employer-paid life insurance
• Retirement savings
• Generous paid time off
• Competitive, market-indexed compensation commensurate with relevant skills and experience

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed