Client Onboarding and Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate virtual onboarding sessions and product training for new clients.

• Act as the main contact for support inquiries, troubleshooting, and technical assistance.

• Collaborate closely with Account Management to ensure clients achieve a fully “healthy” status post-onboarding.

• Record and monitor customer interactions in our CRM (Salesforce/HubSpot).

• Experience with support ticketing systems such as Zendesk & Dialpad is an advantage.

• Recognize and escalate recurring product or workflow challenges to the Product and Engineering departments.

• Assist with training events and conferences on-site as necessary (50-75% travel required).

• Aid in the development of internal documentation, training resources, and support procedures to enhance team productivity.

⛳️ Requirements

• 2–3 years of experience in onboarding, training, or customer support roles.

• Background in the eyecare sector (optometry or ophthalmology) is highly preferred.

• Exceptional communication and presentation abilities—capable of leading virtual training sessions and client calls.

• Tech-savvy and well-organized; proficient in managing multiple onboarding projects at once.

• Willingness to travel 50-75% for client meetings and conferences.

• Must reside in or be prepared to consistently work CST or PST hours.

🏝️ Benefits

• Health, dental, and vision insurance.

• 401(k) plan with company matching.

• Unlimited paid time off (PTO).

• Flexibility for remote work.