Onboarding Associate

About the Organization

Over the years, Upwardly Global has supported thousands of foreign-born, skilled jobseekers in transitioning from poverty or exclusion to quality, thriving-wage careers through its customized program to integrate skilled immigrants into the US job market. Upwardly Global is a data-driven, innovative organization with a bold vision and a fearless spirit operating out of four major US markets and providing remote services to several parts of the country. It is unwavering in its commitment to a diverse and inclusive culture where every voice matters.

Position Overview  

Reporting to the Onboarding Program Manager, the Associate is responsible for screening potential clients to determine if they meet our eligibility requirements and for onboarding clients once it is determined they are eligible for our program. In this role, the onboarding associate will manage a caseload of clients and will be responsible for delivering on assigned metrics for onboarding and conversion into our training program. This position will also provide input and feedback to Program Leadership about the intake processes to ensure we are continually refining and improving our program intake process. 

The Associate is also responsible for supporting national efforts from an administrative and operational perspective. This includes supporting projects to meet grant deliverables such as job seeker enrollment in special programs, data collection, and job seeker retention efforts. 

Essential Duties & Responsibilities 

• Serve as a thoughtful and welcoming initial point of contact with job seekers.
• Successfully facilitate group online sessions to inform jobseekers about available career services and guide them through the steps required to enroll in the program.
• Follow up with potential candidates to ensure completion of all required onboarding steps and verification of eligibility criteria.
• For job seekers who don’t meet our criteria, communicate in an empathetic manner and provide alternative resources, as available. 
• For job seekers who meet our criteria but are not yet fluent in English, communicate on-hold status and provide resources, as available.
• Connect admitted job seekers with their coach (ESA) to begin their career pathway journey. 
• Ensure that job seekers are able to access and understand online training (Upwardly Global Learning) resources and tools.
• Liaise with the national Onboarding team on program recruitment targets and needs.
• Responsible for accurate data entry into our database, Salesforce. 
• Maintain knowledge of relevant funding requirements; screen candidates for eligibility and collect required documentation, as needed. 
• Support the needs of program teams as needed, including the Employer Partnerships team, the Skilling team, and the Engagement team.

Knowledge and Skills Required

• Bachelor’s Degree preferred.
• Knowledge of Salesforce database is a plus.
• Strong customer service, organizational, project management, and time management skills.
• A professional and resourceful style and ability to manage multiple priorities.
• Ability to work both independently without close oversight, but also a team player who will productively engage with others at varying levels of seniority within UpGlo.
• Ability to work a flexible schedule (hours may vary).

Work Environment/Physical Requirements

Must be available to work evening events and to occasionally work weekend sessions.

Salary Range Disclaimer

The base hourly rate represents the low and high end of the hourly rate for this position. Actual wages will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Upwardly Global's total compensation package for employees. Benefits include paid time off policy, hybrid or remote work schedule, medical/dental/vision insurance, short term disability insurance, life insurance and retirement plan with employer match.

Hourly Rate: $25- $28 per hour 

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Upwardly Global is deeply committed to building a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment.