Software Onboarding Specialist - Wellbeing
P
PracticeTekHealthcare, SaaS
Workable remote: True Workable locations: United States Location: United StatesFull-TimeMiddle
Salary42,000 - 54,000 USD per year
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Job Details
- Experience
- 4+ years
- Required Skills
- Project ManagementSalesforceCommunication SkillsCRMCustomer supportCustomer SuccessSaaS
Requirements
- 4+ years of combined experience in customer support within a SaaS environment and/or a behavioral or mental health practice setting
- Hands-on experience in a behavioral or mental health office environment, with strong understanding of workflows, tools, and patient engagement processes
- Experience working in a SaaS or technology-enabled environment, preferably in onboarding, implementation, or customer success
- Exposure to or interest in scaled onboarding tools (e.g., Userpilot, Pendo, Appcues) and digital adoption strategies
- Strong organizational and project management skills, with the ability to manage multiple onboarding engagements simultaneously
- Experience using CRM systems such as Salesforce and maintaining accurate customer records
- Ability to operate both tactically (1:1 onboarding) and strategically (scaling onboarding through automation and AI)
- Outstanding written and verbal communication skills, with the ability to guide customers of varying technical comfort levels
Responsibilities
- 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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