Customer Onboarding Specialist – Patients

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Oversee customer onboarding initiatives from the post-sale handoff through to kickoff, configuration, training, launch, and transition to Customer Success.

• Set project objectives, milestones, responsibilities, timelines, dependencies, and criteria for success.

• Keep project documentation updated and ensure both customers and internal stakeholders are accountable for the next steps.

• Act as the main point of contact for customers during the onboarding phase.

• Facilitate customer meetings and deliver proactive status updates.

• Convert customer requirements into actionable implementation strategies.

• Collaborate with Sales, Customer Success, Support, Product, Technical, Operations, and other relevant teams.

• Address configuration, workflow, data needs, integration, dependencies, and implementation challenges.

• Identify and mitigate project risks.

• Ensure that training and implementation tasks are accomplished.

• Keep precise records for customers and systems.

• Provide insights to enhance onboarding processes, resources, and customer time to value.

⛳️ Requirements

• A minimum of 4 years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a similar role.

• Preferably experienced in a SaaS or technology setting.

• Proven ability to independently manage several customer projects, implementations, or complex customer engagements at the same time.

• Responsible for timelines, deliverables, follow-through, and customer outcomes.

• Strong project management, organizational, and prioritization abilities.

• Capability to create plans, milestones, responsibilities, timelines, and accountability across multiple simultaneous workstreams.

• Excellent written and verbal communication skills.

• Ability to conduct customer meetings, manage expectations, communicate proactively, and collaborate with both technical and non-technical stakeholders.

• Strong problem-solving skills and proficiency in technology.

• Experience with CRM, project management, communication, and productivity tools.

• Quick adaptability to new software, workflows, products, and industry concepts.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance options.

• Wellness benefits that promote lifestyle, behavioral health, and overall wellbeing.

• Flexible paid time off.

• Sick leave.

• 10 company-paid holidays.

• 401(k) plan with company matching.

• Culture Committee initiatives that foster connection, enjoyment, and a sense of belonging.

• Additional compensation opportunities such as bonuses or equity, if applicable.

• Flexibility for remote work; a hybrid setup is available in Las Vegas, Green Bay, and San Diego.