Customer Onboarding Specialist - Patients
New
P
PracticeTekHealthcare Technology
United StatesFull-TimeMiddle
Salary$25 - $28/hr
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Job Details
- Experience
- 4+ years
- Required Skills
- Project ManagementCustomer SuccessSaaSAccount ManagementCRMCustomer support
Requirements
- 4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination, or account management.
- Experience within a SaaS or technology environment preferred.
- Demonstrated experience independently managing multiple customer projects or complex engagements simultaneously.
- Strong project-management, organization, and prioritization skills.
- Ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams.
- Excellent written and verbal communication skills.
- Demonstrated ability to lead customer meetings and manage expectations with technical and non-technical stakeholders.
- Strong problem-solving and technology proficiency.
- Experience using CRM, project-management, communication, and productivity tools.
- Ability to quickly learn new software, workflows, products, and industry concepts.
Responsibilities
- Manage a portfolio of customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to the ongoing Customer Success team.
- Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria.
- Serve as the primary point of contact throughout onboarding, leading customer meetings and providing proactive status updates.
- Partner with Sales, Customer Success, Support, Product, Technical, and Operations teams to address configurations, workflows, and integrations.
- Identify and resolve project risks while contributing insights to improve onboarding processes and overall customer time to value.
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