Client Services Onboarding Specialist

Job Description

Job Description

LifeTree Inc., a DDD agency, is a fresh and exciting place to work! We are a progressive company that is committed to human development and promoting the independence of each person we provide service to, facilitating their individual choice to enable them to live their preferred lifestyle, whilst offering support to their families and loved ones. We are passionate about improving the quality of life of those we serve while providing respect and dignity to all we work with.

 

We are actively requesting applications for enthusiastic and reliable professionals that want to provide valuable services and join our rapidly growing firm.

 

The Client Services Onboarding Specialist is a critical member of our Operations team, responsible for guiding new providers/families through the onboarding journey and ensuring their long-term success. This role focuses on two primary areas:

 

1. Onboarding: Moving potential providers/families from intake to “live and billable” status by ensuring all requirements, documentation, and system steps are completed accurately, compliantly, and on time.

 

2. Retention: Maintaining strong, ongoing relationships with active providers, ensuring compliance, addressing issues proactively, and helping them to continue delivering services without interruption.

 

The ideal candidate is driven, organized, persuasive and thrives in a fast-paced, phone-first environment . They are confident, resourceful, and persistent—able to create momentum, solve problems, and keep clients engaged even when information is vague or challenges arise. Phone skills are a must and a critical part of this job; if you are afraid of speaking to people on the phone, this is not the job for you. We expect charisma, charm and effectiveness on the phone when speaking with clients and an ability to deliver on goals.

 

Key Responsibilities:

 

Onboarding Providers/Families

· Serve as the main point of contact for new providers/families referred by the Intake team.

· Guide them through LifeTree’s onboarding steps, including documentation, credentialing, background checks, and DDD compliance requirements.

· Ensure all steps are completed accurately, compliantly, and on schedule to bring providers “live” as quickly as possible.

· Track progress in internal systems and maintain clear, consistent communication with all stakeholders.

 

Retention and Relationship Management

· Maintain ongoing communication with active providers via phone , text, and email.

· Ensure providers remain compliant with certifications, renewals, and required forms.

· Proactively identify and address any issues that could impact service delivery, billing, or provider satisfaction.

· Provide timely support and education to providers to prevent service disruptions.

· Develop a regular follow-up cadence to keep relationships strong and engagement high.

 

Operational Excellence

· Manage multiple onboarding and retention cases simultaneously while meeting deadlines and quality standards.

· Document all interactions and maintain accurate records in agency systems.

· Collaborate with Intake, EVV, Courses, and other Operations teams to ensure seamless handoffs and alignment.

· Monitor trends and share feedback to improve onboarding and retention processes.

 

What We’re Looking for in a Candidate:

· Driven and Urgent : High sense of urgency is part of who you are; you thrive when moving multiple priorities forward quickly.

· Process-Oriented Problem Solver : You approach each day methodically, using clear steps to solve problems and keep tasks on track.

· Relationship Builder : Skilled at uncovering what matters to people and communicating in a way that drives action.

· Phone-First Communicator : Confident and engaging on the phone; comfortable clarifying information and creating urgency in conversations.

· Confident and Composed : Comfortable working through challenges, ambiguity, and resistance without becoming discouraged or emotional.

· Persistent and Assertive : Able to follow up consistently and hold others accountable while remaining professional and respectful.

· Comfortable Being Uncomfortable : You embrace new situations and challenges with a positive, can-do attitude

 

Qualifications

· 3+ years of experience in a client-facing, process-driven role (e.g., account management, provider relations, or administrative operations).

· Strong communication skills, especially over the phone.

· Excellent organizational skills and ability to manage multiple Providers/cases at once.

· Exceptional attention to detail and ability to work independently with minimal supervision.

· Ability to remain focused and solutions-oriented in a fast-paced environment with ambiguity and shifting priorities.

· Comfortable holding others accountable while maintaining a professional and service-minded tone.

· Pro-actively problem-solve and seek ongoing opportunities for improvement.

· Strong proficiency with e-mail management, Excel, and data systems.

· Experience working with diverse populations and understanding cultural sensitivity.

· Must be authorized to work in the U.S.

 

Benefits:

· Medical, Dental, and Vision Insurance

· Collaborative team environment

· Opportunities for advancement

· Energetic and supportive company environment

 

Location: Scottsdale, AZ (Tatum Blvd & Cactus Rd)

Schedule: Full-Time, Monday–Friday, 40 hours/week

Work Environment: On-site only (no remote or hybrid options)

 

\nCompany Description

LifeTree Inc. is a fresh and exciting place to work! We are a progressive company that is committed to human development and promoting the independence of each person we provide service to, facilitating their individual choice to enable them to live their preferred lifestyle, whilst offering support to their families and loved ones. We are passionate about improving the quality of life of those we serve while providing respect and dignity to all we work with.

Company Description

LifeTree Inc. is a fresh and exciting place to work! We are a progressive company that is committed to human development and promoting the independence of each person we provide service to, facilitating their individual choice to enable them to live their preferred lifestyle, whilst offering support to their families and loved ones. We are passionate about improving the quality of life of those we serve while providing respect and dignity to all we work with.