Onboarding Lead

ABOUT ZERO TO THREE

Founded in 1977, ZERO TO THREE works to ensure that babies and toddlers benefit from the early connections that are critical to their well-being and development. Our mission is to ensure that all babies and toddlers have a strong start in life. At ZERO TO THREE, we envision a society with the knowledge and will to support all infants and toddlers in reaching their full potential. Our Core Values Statement: We believe that how we do our work is as important as what we do. To learn more about ZERO TO THREE, please visit our website at zerotothree.org.

SUMMARY

Reporting to the Director of Quality, the HealthySteps Onboarding Lead plays a central role in delivering high-quality, customer-centered onboarding experiences for HealthySteps sites. As the primary point of contact for the HealthySteps National Office’s site onboarding process, the Onboarding Lead helps prospective sites explore model fit, navigate early milestones, and feel supported from initial interest through the start of implementation planning. Grounded in implementation science and customer success principles, this role ensures that sites move forward with confidence and clarity, helping reduce drop-off, accelerate the time to implementation and setting the foundation for long-term fidelity. By fostering strong early engagement and trust, the Onboarding Lead contributes to the National Office’s goals of long-term site retention and sustainable program growth.

ESSENTIAL RESPONSIBILITIES

• Serve as the primary point of contact for prospective and onboarding sites during the Exploration Stage by leading the Introductory and Goodness-of-Fit calls, determining when prospective sites are ready for the Data Systems Overview call, and ensuring timely coordination with the Data Training and Technical Assistance (TTA).
• Lead early site onboarding conversations with clarity, professionalism, and respect while helping sites understand the model, assess their fit, and feel supported in making an informed decision to move forward with implementing the HealthySteps model.
• Build trust through clear, timely communication and responsive follow-up to ensure sites consistently feel valued, supported, and guided through the onboarding process.
• Guide and track each site’s progress through the onboarding process, helping them navigate key steps, remain organized, and maintain momentum. Track progress using Salesforce, identify and resolve potential delays or friction points, and ensure timely follow-up on action items.
• Serve as a proactive troubleshooter, identifying site-specific onboarding risks, (e.g., staffing instability, workflow barriers, funding issues) and coordinating internal National Office responses to maintain pace and site engagement.
• Coordinate Exploration stage efforts across HealthySteps National Office staff, aligning activities across Quality, Policy & Finance, Research & Evaluation, Product and Operations+ Teams to reduce friction, clarify roles, and ensure seamless execution of site onboarding efforts.
• Develop and maintain tailored Customer Success Plans for each onboarding site focused on surfacing site goals, partnership preferences and key support needs. These plans complement the Implementation Plan by offering a relational and strategic view of each site’s experience, helping inform HealthySteps National Office cross-team collaboration and customer-centered onboarding support.
• Maintain engagement with sites during contracting to ensure continuity in communication and partnership. Collaborate with Operations+ Team to monitor contracting progress and prepare for a seamless transition to the assigned Implementation TTA staff for training once contracting is complete.
• Deliver warm handoffs to Implementation TTA staff and later to the Retention Lead to ensure the site is well supported at each stage transition.
• Ensure continuity of site experience and customer success support during model implementation (after formal handoff to Implementation TTA staff). While Implementation TTAs serve as the primary contact during active implementation and provide implementation guidance, the Onboarding Lead remains engaged as a customer success advocate by tracking site health indicators, resolving emerging issues, and helping maintain consistency in how the site experiences HealthySteps across teams. 
• Serve as a resource to the Policy & Finance Team during recruitment, offering implementation guidance, clarifying model expectations, and supporting consistent messaging about onboarding and model fidelity. Help prospective sites receive accurate, aligned information to support decision-making. 
• Lead onboarding coordination for high-profile or large-scale cohorts ensuring tailored planning, streamlined execution, and alignment with external