Onboarding Specialist Jobs
Onboarding Specialist jobs are open across HR technology, healthcare, financial services, and enterprise software, from coordinator to senior and program lead levels, with specializations in employee onboarding, client onboarding, and learning management systems. Scan the live roles below and apply to whichever ones fit.
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The Law Office of Barry E. Janay, P.C. (LOBEJ) is hiring an Onboarding and Intake Specialist. You are the first real conversation a prospective client has with the firm, and your job is to turn that conversation into a signed engagement. You will own the pipeline after an initial call-screener handles the prospective new client up to getting a signed engagement letter and retainer paid and transitioning the matter over to the responsible attorney. This is a conversion role with a quota.
What you'll do:
- Conduct and schedule initial consultations with prospective clients across the firm's practice areas (estates and trusts, probate, business, employment, civil litigation, bankruptcy, immigration)
- Convert consultations into signed engagements: prepare and send engagement letters, collect retainers, and get new matters opened and handed to the assigned attorney
- Follow up persistently and professionally on every open lead until it signs or closes out
- Keep the CRM current and accurate so the pipeline is visible to leadership at all times
- Coordinate daily with the remote call-handling team on lead quality, hand-offs, and callbacks
- Track and report weekly on leads, consults set, consults held, and engagements signed
- Flag process gaps and propose fixes; you will help design how onboarding works here, not just run it
What we're looking for:
Required
- 2+ years in a law firm intake, client-development, or consultative sales role where you were measured on conversion
- Comfortable asking for the retainer and handling objections without being pushy
- Fluent with a CRM-driven pipeline (Lawmatics or a comparable legal CRM); you keep records current without being reminded
- Organized, responsive, and unflappable on the phone and in person
- Able to work on site in Livingston, NJ, Monday through Friday
Preferred
- Experience at a personal injury, bankruptcy, or immigration firm, where intake runs as a tracked sales function
- Spanish fluency
- Familiarity with engagement letters, retainer agreements, and conflict checks
- Experience coordinating with remote or outsourced call-handling staff
Compensation, location, and schedule
- Base salary plus a performance-based component tied to signed engagements; the better you convert, the more you earn
- Hybrid role with some in person at 354 Eisenhower Parkway, Suite 1250, Livingston, NJ 07039
- Standard business hours, Monday through Friday; occasional flexibility for consults that fall outside those hours
- Benefits and specific compensation figures discussed at the offer stage
About LOBEJ and how to apply
LOBEJ is a boutique, multi-practice firm licensed in New Jersey and New York with more than 20 years of practice in trusts and estates, business law, litigation, bankruptcy, and immigration, plus a distinctive niche in digital asset and AI legacy planning. The firm is growing, invests heavily in technology, and gives people who perform real room to shape how things run.
To apply, send a résumé and a short note on the best thing you have ever sold, signed, or closed, and how you did it, through the website at https://lobej.com/careers. Applications without the note will not be considered.
Pay: $50,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Work from home
Work Location: Hybrid remote in Livingston, NJ 07039
The Law Office of Barry E. Janay, P.C. (LOBEJ) is hiring an Onboarding and Intake Specialist. You are the first real conversation a prospective client has with the firm, and your job is to turn that conversation into a signed engagement. You will own the pipeline after an initial call-screener handles the prospective new client up to getting a signed engagement letter and retainer paid and transitioning the matter over to the responsible attorney. This is a conversion role with a quota.
What you'll do:
- Conduct and schedule initial consultations with prospective clients across the firm's practice areas (estates and trusts, probate, business, employment, civil litigation, bankruptcy, immigration)
- Convert consultations into signed engagements: prepare and send engagement letters, collect retainers, and get new matters opened and handed to the assigned attorney
- Follow up persistently and professionally on every open lead until it signs or closes out
- Keep the CRM current and accurate so the pipeline is visible to leadership at all times
- Coordinate daily with the remote call-handling team on lead quality, hand-offs, and callbacks
- Track and report weekly on leads, consults set, consults held, and engagements signed
- Flag process gaps and propose fixes; you will help design how onboarding works here, not just run it
What we're looking for:
Required
- 2+ years in a law firm intake, client-development, or consultative sales role where you were measured on conversion
- Comfortable asking for the retainer and handling objections without being pushy
- Fluent with a CRM-driven pipeline (Lawmatics or a comparable legal CRM); you keep records current without being reminded
- Organized, responsive, and unflappable on the phone and in person
- Able to work on site in Livingston, NJ, Monday through Friday
Preferred
- Experience at a personal injury, bankruptcy, or immigration firm, where intake runs as a tracked sales function
- Spanish fluency
- Familiarity with engagement letters, retainer agreements, and conflict checks
- Experience coordinating with remote or outsourced call-handling staff
Compensation, location, and schedule
- Base salary plus a performance-based component tied to signed engagements; the better you convert, the more you earn
- Hybrid role with some in person at 354 Eisenhower Parkway, Suite 1250, Livingston, NJ 07039
- Standard business hours, Monday through Friday; occasional flexibility for consults that fall outside those hours
- Benefits and specific compensation figures discussed at the offer stage
About LOBEJ and how to apply
LOBEJ is a boutique, multi-practice firm licensed in New Jersey and New York with more than 20 years of practice in trusts and estates, business law, litigation, bankruptcy, and immigration, plus a distinctive niche in digital asset and AI legacy planning. The firm is growing, invests heavily in technology, and gives people who perform real room to shape how things run.
To apply, send a résumé and a short note on the best thing you have ever sold, signed, or closed, and how you did it, through the website at https://lobej.com/careers. Applications without the note will not be considered.
Pay: $50,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Work from home
Work Location: Hybrid remote in Livingston, NJ 07039
Onboarding Specialist Jobs by Experience Level
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Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
- Insurance
- Law & Legal Services
- Staffing & Recruiting
- Technology & Software
What Employers Look For
The qualifications that appear most often in onboarding specialist jobs.
- Experience designing or administering employee or client onboarding programs
- Proficiency with HRIS or ATS platforms and learning management systems
- Strong written and verbal communication skills for cross-functional collaboration
- Bachelor's degree in human resources, business administration, or a related field
- Ability to manage multiple onboarding cohorts or projects simultaneously
- Familiarity with compliance requirements including I-9 verification and E-Verify processes
Tips for Your Onboarding Specialist Job Search
Tailor your resume to onboarding metrics
Hiring managers want to see measurable impact, so quantify outcomes like time-to-productivity improvements, completion rates for onboarding programs, or retention figures tied to your initiatives. Generic HR bullet points won't distinguish you from dozens of other applicants.
Highlight both employee and client onboarding experience
Many postings blur the line between HR-facing and customer-facing onboarding. If you've done both, call each out separately on your resume so recruiters searching for either specialty immediately see you as a match.
Filter openings by the systems you know
Onboarding roles are often tied to a specific platform stack. Search for postings that name tools you're already certified or experienced in, such as an ATS, HRIS, or learning management system, to improve your chances of passing the initial screen.
Apply early to roles that fit
Migrate Mate lists onboarding specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a process walkthrough for interviews
Interviewers frequently ask you to walk through how you'd design or improve an onboarding workflow from scratch. Practice narrating a specific program you built or revised, covering your goals, the steps you took, and what you'd do differently now.
Negotiate scope, not just compensation
Before accepting an offer, clarify how many employees or clients you'll onboard per cycle, what technology you'll own, and whether the role has a path to program management. These factors shape your day-to-day experience more than title alone.
Onboarding Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most onboarding specialists?
The companies hiring the most onboarding specialists right now include Parmele Disability Advocates, Houston Methodist, and CareVitality, with the largest share of openings in Texas, Florida, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated in enterprise technology, healthcare systems, and large financial services firms scaling their HR operations.
How many onboarding specialist jobs are remote?
About 63% of onboarding specialist openings are fully remote or hybrid as of November 2026, making it one of the more flexible HR roles available. Client onboarding positions in SaaS and fintech tend to skew most remote, while employee onboarding roles in healthcare and manufacturing are more likely to require on-site presence.
How do you become an onboarding specialist?
Start by building experience in HR coordination, training facilitation, or customer success, since those roles develop the core skills onboarding specialists use daily. Strengthen your resume with hands-on work in HRIS platforms or learning management systems. Earning an HR certification from SHRM or HRCI signals formal expertise to employers, and building a portfolio of onboarding materials or process documentation you've created gives you concrete examples for interviews.
Can you get hired as an onboarding specialist with little experience?
Yes, entry-level onboarding specialist roles exist, particularly in high-growth companies that need to scale hiring quickly. Employers at this level typically look for candidates who've facilitated training, coordinated administrative HR processes, or managed customer onboarding in a support context. Demonstrating that you can organize workflows, communicate clearly across departments, and learn new software quickly matters more than years of direct onboarding experience.
What does the onboarding specialist interview process look like?
Most hiring processes for onboarding specialists include an initial recruiter screen, a hiring manager interview focused on your process experience and communication style, and a practical exercise where you design or critique an onboarding workflow. Some employers add a panel interview with cross-functional stakeholders such as managers from IT, compliance, or the business unit you'd support. Expect behavioral questions about handling competing priorities and managing a poor onboarding experience.
Where can I find and apply to onboarding specialist jobs?
You can find and apply to onboarding specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and the type of onboarding you specialize in, and apply directly to each listing that fits.
See All 221+ Onboarding Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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