The Role
Guide new agencies through platform setup, onboarding sessions, and first request submission. Ensure agencies understand submission quality standards, complete milestones accurately, and feel confident using the platform. Follow onboarding playbooks, provide process improvement feedback, coordinate handoffs to the Engagement team after the first approved submission, and participate in network strategy meetings to address ecosystem issues and opportunities.
Summary Generated by Built In
Agency Onboarding Specialist
CarePortal
Organizational ProfileCarePortal is Care-Sharing technology that drives action for local kids and families in crisis. We believe that through the Church and Community, there can be More Than Enough care for every child, through the power of Care-Sharing and the love of Jesus. Our goal is to scale meaningful connections through the local church, making a lasting impact on the lives of everyone involved. We mobilize robust Care-Sharing Networks and lead with Courage, Humility, and Excellence.
We do this through the local Church and in collaboration with child-serving organizations, businesses, and people who care—that’s where you come in.
Position SummaryThe Agency Onboarding Specialist is responsible for guiding new agencies through onboarding to ensure they are prepared to submit high-quality, approved requests that connect children and families to meaningful support.This role focuses on efficient, high-quality activation, helping agencies understand both how to use the platform and how to clearly communicate needs in a way that leads to timely and meaningful care.While the role is supportive and relational during onboarding, it is not responsible for ongoing engagement. Success is defined by accuracy, confidence, and readiness at first submission, enabling a clean transition to the Engagement team. Network health metrics, scorecards and KPIs will be utilized to help gauge performance, however, success in this role will be measured across all of the responsibilities listed below.Your Responsibilities Include:Onboarding Delivery
- Facilitate onboarding sessions for new agencies
- Guide agencies through platform setup and request submission process
Activation & First Submission
- Prepare agencies to submit their first approved request
- Ensure understanding of quality standards for submissions
Customer Experience
- Provide clear, supportive guidance throughout onboarding
- Ensure agencies feel confident in using the platform
Process Consistency & Improvement
- Follow onboarding standards and playbooks
- Provide feedback to improve efficiency and clarity
- Support efforts to reduce onboarding complexity
Coordination & Handoff
- Ensure onboarding milestones are completed accurately
- Transition agencies to Engagement after first approved submission
- Support ecosystem balance through participation in Network Leader facilitated strategy meetings to identify, discuss and solve issues and opportunities.
- Understanding of agencies, caseworkers, and the broader social services system
- Strong communication and facilitation skills, with the ability to lead virtual training sessions
- Ability to guide customers through structured processes with clarity and confidence
- High attention to detail and strong follow-through
- Comfort with virtual training environments and technology platforms
- Ability to balance efficiency with a positive, supportive customer experience
- Experience with CRM systems, Microsoft Office, and virtual meeting tools preferred
- Ability to follow defined processes while identifying opportunities for improvement
- Passion for CarePortal’s mission and commitment to Courage, Humility, and Excellence
The above description is not intended to be comprehensive, but rather a focused list of priorities. Success provides the opportunity to not only build a career but also bring much-needed support and care to local children and families in crisis across the United States. Successful candidates, like all CarePortal, LLC employees, are expected to live and work consistent with CarePortal’s vision, mission, and values.
CarePortal, LLC, a subsidiary of the nonprofit organization The Global Orphan Project (GO Project), is Care-Sharing technology that drives action for local kids and families in crisis.
This platform, which brings Christian churches to the point of care for each request made on behalf of children and families, can be used to connect a diverse network of churches, child-serving agencies, businesses, and individuals who care. Learn more at www.careportal.org.
CarePortal, LLC offers a competitive benefits package for full-time positions (30+ hours per week) including health, dental, vision and employer paid life insurance, retirement savings and generous PTO plan and a highly competitive, market-indexed compensation when compared to similar non-profit roles. Compensation is commensurate with relevant skills and experience.
The Global Orphan Project is a 501c3 nonprofit located at 3161 Wyandotte, Kansas City, MO 64111.
CarePortal LLC associates are at-will employees.
www.goproject.org www.careportal.org
Skills Required
- Understanding of agencies, caseworkers, and the broader social services system
- Strong communication and facilitation skills
- Ability to lead virtual training sessions
- Ability to guide customers through structured processes with clarity and confidence
- High attention to detail and strong follow-through
- Comfort with virtual training environments and technology platforms
- Ability to balance efficiency with a positive, supportive customer experience
- Experience with CRM systems, Microsoft Office, and virtual meeting tools
- Ability to follow defined processes while identifying opportunities for improvement
- Passion for CarePortal's mission and commitment to its values
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The Company
What We Do
The GO Project is a non-profit organization that helps New York City public school students thrive in the earliest stages of their education through year-round academic, social-emotional, and family support. Students who are behind grade level in literacy and/or math can enroll in GO during K-2nd grades and are able to participate in our high-quality academic intervention and social-emotional and family support year-round through 8th grade.
