Client Experience Specialist, Onboarding
Skills
- Customer-focused with strong interpersonal skills, patience, and empathy.
- Comfortable with technical software and able to explain product functionality clearly.
- Experienced delivering virtual training (Zoom or similar platforms).
- Proficient with Microsoft Word, Excel, Google Docs, and Adobe.
- Able to work in a fast-paced startup environment and collaborate cross-functionally.
- Familiarity with healthcare workflows and SaaS or CRM systems is highly desirable.
Responsibilities
- Lead full implementation and onboarding for new clients, including platform setup and configuration.
- Plan and facilitate virtual training sessions to ensure users are confident using the system.
- Act as primary point of contact for assigned client communities during onboarding.
- Customize platform solutions to match client workflows and document configurations.
- Manage client documentation and e-signature workflows using Adobe and DocuSign.
- Track client adoption metrics, pain points, and usage trends to identify opportunities for improvement.
- Collaborate with the Client Experience team to refine onboarding processes and share best practices.
Education
- Bachelor’s degree in a relevant field (required).
Benefits
- Comprehensive medical, dental, and vision insurance
- 401(k) plan
- Paid vacation, sick time, and company-paid holidays
- Opportunities for career growth in a fast-growing startup
- Remote work flexibility
Average salary estimate
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