Onboarding Specialist

2+ years in onboarding, customer success, client enablement, or operations within a tech-enabled or marketplace business. Strong communicator skilled at simplifying complex information for diverse audiences. Prior experience in veterinary management, healthcare, or B2B SaaS environments preferred. Highly organized with excellent follow-through and attention to detail. Ability to translate complex information into straightforward instruction. Comfortable working across multiple systems (CRM, ticketing, analytics) and managing numerous concurrent onboarding tracks. Collaborative and proactive, eager to problem-solve, coordinate across teams, and continuously refine processes.

Serve as the first point of contact for new hospitals and veterinarians joining Roo, ensuring a seamless onboarding experience. Guide new users through account setup, platform orientation, and best practices tailored to their workflows. Collaborate with Business Development and Account Management teams for smooth handoffs and early engagement. Track onboarding milestones, identify and address activation blockers proactively. Partner cross-functionally with Product, Marketing, and Hospital Success teams to improve onboarding processes and tools. Gather feedback and insights from new users to inform continuous improvement of Roo’s activation experience. Represent Roo’s values in all interactions, ensuring a best-in-class first impression.