Urgent Hiring: Technical Onboarding Specialist!

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: TYPE OF WORK

Full Time

: SALARY

TBD

: HOURS PER WEEK

40

: DATE UPDATED

Aug 3, 2026

JOB OVERVIEW

We’re looking for a Technical Onboarding Specialist with strong communication skills and a genuine, admin-level command of contact-center and VOIP systems. This is not a “button-clicking” role, we need someone who truly understands how phone systems, intake platforms, and CRMs connect, how data flows between them, and how to configure reliable call-routing and intake workflows across all three.

If you’re a systems thinker who enjoys solving technical problems, digging into an admin console, and guiding non-technical users through their setup, this role is for you.

You’ll support the expansion of our Intake 360 service, which provides on-demand reception and intake for U.S.-based law firms. This role focuses on onboarding new firms end to end: standing up their phone system, building their intake scripts, and configuring the platforms that carry a caller from first ring to a signed agreement.

You must be comfortable communicating through email and video calls, as this role involves direct interaction with both staff and clients. Strong communication skills are non-negotiable.

Note: Please do not message our pages or contact the CEO directly. All applications will be reviewed only through the instructions provided below.

About the Company

We are a dynamic network of companies, each offering specialized expertise:

Turn Key Ops – We provide top-tier virtual staffing solutions that enable businesses to focus on growth across industries such as medical, real estate, legal, and marketing.

Attorney Assistant – We specialize in virtual assistant services exclusively for law firms, helping them operate more efficiently.

In this role, you’ll support our Intake 360 service, working across our contact-center and intake stack — RingCentral, RingCX, Ivinex, PandaDoc, and Salesforce — and integrating with client CRM systems such as Salesforce, Litify, Lead Docket, and HubSpot to enable efficient intake workflows and lead management.

About the Role

You will own the technical onboarding of new Intake 360 firms from a closed deal all the way to go-live. That means acquiring and configuring their phone numbers and caller IDs, building the queues, campaigns, and call-routing workflows that get callers to the right agent, authoring the intake scripts agents read on every call, and setting up the e-signature templates that turn a qualified lead into a signed client.

This is a client-facing, mid-level technical role. You will work directly with U.S.-based law firms, translate their intake process into a working system, and communicate confidently about technical concepts on client calls. You should be comfortable living inside an admin console, reading a bit of HTML, navigating Salesforce, and owning a firm’s setup end to end.

Core Responsibilities

Lead technical onboarding for new Intake 360 firms — taking a firm from a closed opportunity to a fully configured, go-live-ready account.

Configure and administer VOIP / contact-center systems at an admin level, primarily RingCentral and RingCentral Contact Center (RingCX) — provisioning numbers, caller IDs, voice queues, outbound campaigns, agent skills, and call-routing workflows.

Build and maintain Ivinex intake scripts, including authoring and troubleshooting the HTML that drives script and view rendering, script field keys, and how answers map into downstream systems.

Set up and manage electronic-signature workflows using PandaDoc templates — building reusable agreement templates, mapping fields, and wiring the send/sign process into the intake flow.

Work within Salesforce to support intake configuration, data mapping, and troubleshooting across the Intake 360 objects.

Gather, document, and translate each firm’s intake requirements into a concrete system configuration — case types, routing rules, scripts, and agreements.

Troubleshoot basic phone-system and call-flow issues — diagnosing why a call isn’t routing, why the wrong caller ID is showing, or why a number, queue, or workflow isn’t behaving as expected.

Send and receive data between systems using APIs, webhooks, and automation tools where needed to keep the stack in sync.

Read and interpret API and platform documentation to configure and connect systems reliably.

Work closely with Client Success Managers to align the technical build with what the firm actually needs.

Communicate directly with U.S.-based clients to provide updates, support, and clear technical guidance on calls.

Standardize and document repeatable onboarding patterns — SOPs, checklists, and configuration templates — so each new firm goes faster and cleaner than the last.

Manage multiple onboarding projects independently and keep them moving on schedule.

Maintain consistent working hours aligned with U.S. Eastern Time (ET).

Core Qualifications (Must-Have)

Administrator-level VOIP / contact-center experience — you’ve configured a phone or contact-center system from the back end (RingCentral and RingCentral Contact Center is preferred), not just used one as an agent. Comfort with telephony concepts (SIP, IVR, call routing, DID, caller ID, queues) is expected.

Ability to read and work with HTML well enough to build and troubleshoot Ivinex scripts and views (or comparable template/markup work).

Hands-on Salesforce experience — confident navigating the platform, its objects, and its terminology.

Hands-on experience setting up an e-signature platform using templates — ideally PandaDoc, or comparable (DocuSign, Dropbox Sign, HelloSign).

Ability to troubleshoot basic phone-system and integration issues independently and logically.

A genuine quick learner — our stack is specific, and you’ll be expected to pick up new admin consoles and tools fast and get productive in them without hand-holding.

Ability to read and work with API documentation, webhooks, and data payloads.

Strong understanding of how automations and conditional logic (AND, OR, IF/ELSE) work at a core level, not tied to any single tool.

Solid grasp of data structures and CRM systems (Salesforce, HubSpot, Lead Docket, etc.).

Excellent written and verbal communication skills in English, and comfort explaining technical concepts clearly to non-technical clients on calls.

High attention to detail (this is non-negotiable) and strong organizational skills across multiple simultaneous projects.

Nice to Have

Direct experience with RingCentral and/or RingCX administration.

Experience with Ivinex or a similar scripting / intake platform.

Experience working with law firms or legal intake systems.

Prior experience in a remote, client-facing role with U.S.-based teams.

Experience building multi-step workflows with conditional logic and error handling.

Familiarity with Jira or similar project-management tools.

How to Apply

Please send your application ONLY to ----------

Make sure your subject line begins with:

“Technical Onboarding Specialist – [Your Name]”

This helps us correctly identify your application and confirms that you’ve read the full job description carefully.

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Urgent Hiring: Technical Onboarding Specialist!

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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