- Deliver a positive, professional onboarding experience through clear communication, responsiveness, and guidance
- Build trusted relationships with customers and serve as their primary point of contact during onboarding
- Understand customer goals, workflows, and behavioral health practice needs to tailor onboarding accordingly
- Manage a portfolio of onboarding engagements from kickoff through completion
- Coordinate timelines, tasks, and milestones to ensure successful and timely implementations
- Track progress, document activity, and maintain accurate records in CRM and internal systems
- Help design and evolve a scaled onboarding experience leveraging tools like Userpilot
- Partner cross-functionally to build in-app guidance, walkthroughs, and automated onboarding journeys
- Drive customers to go-live readiness within established onboarding timelines (7–14 days)
- Identify risks early and partner with customers and internal teams to proactively resolve issues
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