Client Onboarding Coordinator

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

The Client Onboarding Coordinator plays an integral part of customer success management by ensuring contracted services are delivered seamlessly to organizational clients & their employees. The Client Onboarding Coordinator is part of our global Contracts Administration team and is responsible for liaising with numerous departments within the Integrated Health Solutions line of business to guarantee client accounts are initiated accurately, and subsequently maintained in a timely, precise manner. Contracts Administration is responsible for delivering the highest quality of service efficiently and professionally in our client management system.

Client Onboarding Coordinator

Summary

The Client Onboarding Coordinator plays an integral part of customer success management by ensuring contracted services are delivered seamlessly to organizational clients & their employees. The Client Onboarding Coordinator is part of our global Contracts Administration team and is responsible for liaising with numerous departments within the Integrated Health Solutions line of business to guarantee client accounts are initiated accurately, and subsequently maintained in a timely, precise manner. Contracts Administration is responsible for delivering the highest quality of service efficiently and professionally in our client management system.

**Responsibilities**:

- Support the Sales and Customer Success Management (CSM) teams with initial set up of net new clients, maintenance of client database records throughout the client contract lifespan (i.e., ongoing updates to the database for all LifeWorks contract parameters), and account terminations
- Perform regular quality assurance checks in the Client Management database to maintain data integrity and consistent quality in all client accounts
- Accountability for following and managing all governance checks and procedures in place to meet compliance regulations for financial and operational data checks (i.e., Posting documentation in the system for all accounts, managing fields in Unify responsible for revenue)
- Act as a go-to resource for both internal and external stakeholders for any account-related inquiries
- Participate in meetings and special projects with other departments as required
- Support Implementation Management team with onboarding of new clients (direct or reseller/partner clients)
- Provide backup support to other team members as required and/or requested
- Consult with Sales/CSM/Finance stakeholders to ensure client account set up reflects correct reporting needs, billing groups and product structure as outlined in each client contract agreement
- Advanced knowledge of internal client database is required to support business growth and direction to CSM teams when needed

Succeeding as a Client Onboarding Coordinator will require the following core qualifications and skills:

- Bachelor's degree in Business, Computer Science or a relevant field preferred
- 2-4 years of data entry, administrative and/or client support work experience in a corporate environment (relevant internship, or summer student work experience is acceptable)
- EFAP & Human Resources industry experience would be an asset
- Excellent verbal and written communication skills
- Excellent multi-tasking, organization and prioritization skills
- You are comfortable communicating with both internal and external stakeholders in a consultative role to assist with managing contractual obligations from an operational and systems perspective
- You thrive in a fast-paced environment, handling a wide variety of request types
- You’re a dedicated, flexible, collaborative team member who demonstrates initiative and independence
- You possess strong interpersonal skills, professional maturity and are a strategic thinker

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.