Agency Onboarding Specialist

GO Project • Kansas City, MO

3d • Onsite

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 learn to use the CarePortal platform and clearly communicate needs so care can be provided in a timely and meaningful way. The role provides supportive, relational guidance during onboarding but is not responsible for ongoing engagement. After an agency’s first approved submission, the specialist transitions it to the Engagement team. Performance is assessed with network health metrics, scorecards, and KPIs, as well as across the role’s responsibilities. The role also supports ecosystem balance through participation in Network Leader-facilitated strategy meetings to discuss and address issues and opportunities.

CarePortal describes itself as Care-Sharing technology that mobilizes local churches and community partners to support children and families in crisis. Employees are expected to work consistently with the organization’s vision, mission, and values of Courage, Humility, and Excellence. CarePortal, LLC is a subsidiary of The Global Orphan Project.

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 and ensure they 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 efficiency and clarity, and support efforts to reduce onboarding complexity.
• Ensure onboarding milestones are completed accurately and transition agencies to the Engagement team after their first approved submission.
• Participate in Network Leader-facilitated strategy meetings to identify, discuss, and address ecosystem issues and opportunities.

Benefits

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

What This Job Offers

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