Onboarding and Integration Specialist

The Onboarding and Integration Specialist is responsible for planning, coordinating, and executing all aspects of new hire orientation and integration activities to ensure a seamless and engaging experience for new team members throughout their first year. This role serves as the main point of contact for new hires, collaborating with various stakeholders and department leaders to coordinate timely and effective onboarding, resource allocation, and key introductions. The Specialist proactively monitors new hire progress, supports early productivity, and fosters long-term engagement and retention through structured touchpoints and continuous process improvement.Success Factors

Responsibilities

• Coordinate and execute comprehensive onboarding and orientation activities in partnership with internal teams, aligning with department needs and firm objectives.
• Ensure new team members receive timely access to all required systems, resources, tools, and connections to peers, mentors, and key contacts.
• Facilitate and or coordinate job-specific training and integration activities to support rapid role readiness and productivity.
• Monitor new hire progress through defined milestones and performance checkpoints; identify and address barriers to success, implementing solutions to accelerate early contribution.
• Plan and conduct regular surveys, check-ins, and feedback sessions at critical intervals (e.g., 30, 60, 90 days, and during the first year) to assess integration and drive continuous enhancement of the onboarding process.
• Maintain compliant onboarding documentation and coordinate relevant regulatory or credentialing requirements in accordance with applicable standards.
• Collaborate with Marketing for brand onboarding and with IT for seamless technology set-up and access.
• Analyze onboarding data and feedback to recommend and implement targeted improvement initiatives, while proactively identifying obstacles in systems, processes, or data workflows and taking the initiative to resolve issues, ensuring efficiency and operational success.
• Other duties as assigned.

People Management/Relationships

• Takes initiative to be a team player (seeks out opportunities to help others)
• Treats everyone with respect
• Develops loyalty and trust with team.
• Successfully adapts to different personalities and working styles.
• Proactively and effectively communicates information regarding status issues to team members.
• Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions.
• Maintain confidentiality and demonstrate professionalism in all interactions.

Business Growth (if applicable)

• Demonstrate an understanding of firm values, service lines, and the impact of effective onboarding on firm growth and retention.
• Support organizational objectives by enabling new team members to become productive and engaged contributors quickly.

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Strong organizational and project management skills, with attention to detail.
• Excellent interpersonal and communication abilities, including experience interacting with individuals at all organizational levels.
• Proficiency with HRIS platforms and Learning Management Systems.
• Ability to analyze survey data and feedback to support process improvements.
• Demonstrated initiative, adaptability, and client service mindset.
• Demonstrated ability to recognize challenges and obstacles and independently take action to resolve them.
• Commitment to confidentiality and high ethical standards.

Education, Experience and Certifications                  

• Bachelor’s degree in Business Administration, Human Resources, Organizational Development or a related field.
• A minimum of two years’ experience in onboarding, HR or employee engagement/coaching; experience within a professional service preferred.
• Professional HR certifications (PHR, SHRM-CP, CPTD) are a plus.
• Familiarity with talent management platforms, onboarding processes, and feedback/survey analysis.

Essential Functions

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients and events as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$65,000 - $75,000