Customer Onboarding Specialist

Job Summary

To support the Customer Success team, the full-time Customer Onboarding Specialist II will manage the onboarding process for medium and large professional Groups, ensuring seamless transitions and optimized business operations in a remote environment.

Key responsibilities

• Lead implementation projects to facilitate the onboarding journey for medium and large Groups
• Coordinate data transfers with customers and internal teams to ensure secure and accurate migration of clinical data
• Conduct consultations to optimize workflows and deliver tailored training sessions for larger organizations

Required qualifications

• 2+ years of experience in B2B SaaS onboarding, customer implementation, or professional services
• Demonstrated expertise in facilitating technical transitions for organizations with multiple stakeholders
• Strong understanding of SaaS product architecture and the insurance billing lifecycle
• Proven ability to manage multiple high-priority projects while maintaining a high level of customer service
• Experience in Healthcare Tech or with HIPAA-compliant software is preferred