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Customer Onboarding Specialist Jobs

Customer Onboarding Specialist Jobs
By Torus At Salt Lake City, UT, United States
Ensure customer experience is authentic, engaging, educational, and aligned with Torus’ core values and culture.
4+ years experience in customer service required; field marketing, sales, education, or hospitality environment preferred
Deliver a transformative and purposeful experience when onboarding customers to their Torus Station.
Possess a high level of brand and product expertise, staying up to date on all Torus product offerings.
Diagnose and/or troubleshoot issues with a Torus Station remotely and on-site.
Ability to efficiently self-manage time, calendar, and multiple customers
Customer Onboarding Specialist Jobs
By Rentable At Madison, WI, United States
Strong organizational skills to manage concurrent projects and conversations
Collaborate with the SVP of Customer Experience to refine the onboarding process
Cultivate and manage customer relationships from point of sale to the handoff to Customer Success
Create materials for and conduct engaging educational sessions, trainings, and QA sessions via virtual platforms
Manage implementation, training schedules, and timelines to drive value realization
Contribute to creating educational content and scalable resources for rapid product adoption across all customer segments
Customer Onboarding Specialist Jobs
By MealSuite At Dallas, TX, United States
Maintain strong knowledge of MealSuite systems and offerings
Collaborate with Account Management and Support teams to smoothly transition customer accounts after implementation is complete
If the below describes your knowledge, experience and character, then this role could be for you:
Clearly communicate account setup requirements and expectations with customers and other key stakeholders
Educate customers on MealSuite’s toolkit, capabilities, and best practices to simplify adoption and align expectations
Collaborate with Sales, Finance, Operations, and Engineering teams
Customer Onboarding Specialist (Remote)
By FMG At San Diego, CA, United States
Provide feedback to management on the efficacy of the Customer Onboarding Specialist position.
Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
Prior customer service or support experience
Excellent communication skills, both written and verbal. Customer Onboarding Specialists must communicate clearly and professionally with all customers.
Strong interpersonal skills. Customer Onboarding Specialists must form positive relationships with each customer throughout their onboarding process.
Strategic thinking. Customer Onboarding Specialists must strive to understand each customer's unique organization in order to lead an amazing onboarding experience.
Customer Onboarding Specialist - Hybrid Remote
By Torus At Utah, United States
Ensure customer experience is authentic, engaging, educational, and aligned with Torus’ core values and culture.
4+ years experience in customer service required; field marketing, sales, education, or hospitality environment preferred
Deliver a transformative and purposeful experience when onboarding customers to their Torus Station.
Possess a high level of brand and product expertise, staying up to date on all Torus product offerings.
Diagnose and/or troubleshoot issues with a Torus Station remotely and on-site.
Ability to efficiently self-manage time, calendar, and multiple customers
Customer Onboarding Specialist (Remote
By Casebook PBC At United States
4+years working in SaaS software — in support, onboarding, services or project management
Ability to effectively influence, negotiate, and communicate with internal and external stakeholders and interact with management
Evaluating a customer’s business and data requirements, current tech stack, and business objectives in order to define their ideal onboarding approach
Lead, Execute, and Manage Customer Onboarding efforts for assigned customers
Track Customer Success & Experience activities
Manage onboarding package deliverables and time spent to ensure efficient and effective delivery
Customer Onboarding Specialist Jobs
By Ooma, Inc. At Boca Raton, FL, United States
Project and client management experience an asset
Excellent time management, organizational, problem solving, and analytical skills
Project manage and oversee the entire onboarding process including provisioning installation, and configuration of our product
Set customer expectations, communicate internally to ensure tasks are on schedule, and offer suggestions to mitigate risks to avoid delays
Knowledge of networking fundamentals (TCP/IP, DHCP, VPN)
Strong analytical, problem solving and coordinating skills
Customer Onboarding Associate Jobs
By Justworks At New York, NY, United States
Work cross-functionally with our Operations team to set up and guide our customers through benefits enrollment
Manage a queue of open issues and tasks to deliver timely and effective solutions - escalating when necessary
Minimum of 1 year of professional experience
Customer support skills and comfort handling challenging situations over the phone - ability to be empathetic, compassionate, responsive and resourceful
Strong written and verbal communication skills with acute attention to detail
Provide high-quality support to customers through phone and email as needed
Manager, Customer Onboarding Jobs
By R1 RCM At United States
Change Management – The ability to help counterparts through difficult transitions to a new process, workflow, or situation.
5-7 years of Operational experience with at least 3 years in Revenue Cycle.
Leadership Skills – Strong communications and leadership skills, while acting as a role model and coaching team members in R1’s core values.
Interpersonal Skills – The ability to establish oneself as a peer and trusted partner for our client counterparts.
Monitoring and tracking all aspects of the customer onboarding including key milestones, deliverables and timelines
Frequently providing updates on work progress, obstacles and overall performance with focus on execution and progress towards delivery
Associate, Project Manager (Customer Onboarding Specialist)
By Centric Brands At New York, NY, United States
Experience with account set up, operations and process improvement
Solid organizational skills including attention to detail and multi-tasking skills
Act as the corporate onboarding specialist for all customers set up request across Centric Brands
Monitor status of customer set ups in progress and escalate any roadblocks as needed
Administrator of the Centric Customer onboarding portal
Main contact for all non IT portal support
Customer Onboarding Specialist Jobs
By careviso At United States
o careviso’s product offering or similar healthcare experience.
The Customer Onboarding Specialist is responsible for all aspects of successfully onboarding customers to careviso’s product offering.
· Create and maintain project plans to track and manage each implementation to completion maintaining timelines
· Preferred candidate has 1-2 years’ experience with/in:
As an Implementation Specialist at careviso, you’ll:
· Plan and implement all aspects of the customer onboarding process
Customer Onboarding Specialist Jobs
By McKesson At Girlstown USA, TX, United States
Typically has 3-5 years of experience in project management, sales support, operations, or administration.
Strong interpersonal, oral, and written communication, project management and business acumen.
Strong organizational skills and ability to manage multiple implementations at one time
Ensure that all requirements for pricing, regulatory, and credit are met to release new business accounts for ordering
Typically, minimum 0-2 years of relevant experience. May have degree or equivalent.
Proficient personal computer skills, including Microsoft Excel, Word, PowerPoint, Project and Outlook.
Customer Onboarding Support Specialist
By Cowan Systems, LLC At Halethorpe, MD, United States
Strong organizational and time management skills—able to meet daily/weekly goals.
Re-onboard existing customers as directed by Management by auditing all receivables, bill to codes, bill to processes, rates and invoice/order history
Run credit checks for setup requests as directed by management
Manage auditing report priorities and workload responsibilities
Collaborate with management on special assignments as requested
Detail oriented, accurate and possesses analytical capabilities.
Director Of Customer Onboarding
By Virtuous At United States
Ample Medical/Dental/Vision healthcare benefits including dependent plans & HSA/FSA offerings
Manage customer success activities related to customer onboarding, training, and data migration
5+ years of relevant experience managing a team as an Onboarding Director, Customer Success Director, or other related role
Exceptional communication skills - ability to build rapport with customers, employees, and remain highly professional
Knowledge of CRM SaaS preferred
Nonprofit consulting or data migration experience a plus
Onboarding -Customer Service Specialist
By Akkodis At Michigan, United States
Provide clinical care to members via telehealth technologies (video, chat, etc.) for clinically appropriate clinical care and care management services.
Represent CLIENT and its clinical affiliates with professionalism. Keep current and proficient with the necessary skills and knowledge.
Ensures members continue to receive current healthcare services as they transition to CLIENT through healthcare provider outreach and education
Experience working in a multicultural setting
Experience using motivational interviewing techniques in a professional setting
Documents members’ current healthcare services and new service requests
Customer Onboarding Leadership - Cx Benefits
By Gusto At New York, NY, United States
5+ years minimum of people management experience, leading teams
Prioritize outcomes that are customer focused and advocate for the top benefits experience possible
Minimum 2+ years experience leading managers preferred
Empower a team of managers, captains, and individual contributors
Create clarity on team roles, expectations, goals, and objectives focused on consistent, accurate, and exceptional customer outcomes and experience
Experience leading in CX, Operations, Customer Service, Customer Success or Sales advising teams preferred
Customer Onboarding Specialist (Remote Within Commuting Distance) ($33.75 - $56.25 / Hour)
By Talentify.io At United States
Preferred: Experience with providing adult education
Given employment and/or payroll requirements of individual states, employer supports remote work in select states
Preferred: Associate degree in business, education, or medical area of study
Minimum of three years' experience in a health insurance setting
Minimum of two years' experience in health insurance claim processing
Demonstrated proficiency in verbal and written communication skills
Customer Onboarding & Services Specialist (Remote)
By Talentify.io At United States
Project management experience is a plus
Ensure smooth handoffs between sales, services, and customer success management
Familiarity with Hiring Company platform or higher education experience (consulting, software/tech partner, or direct work in higher education)
Strong attention to detail and organizational skills, with the ability to manage multiple projects in fast-paced environments
Manage multiple customer projects independently, ensuring timely completion and high-quality deliverables
Develop expert-level knowledge in key product functionality to guide customers towards strong adoption and platform growth
Customer Onboarding Manager Jobs
By AxisCare Home Care Software At Waco, TX, United States
Minimum Qualifications (knowledge, Skills, And Abilities)
Engage with current customers to support the customer experience.
Remain knowledgeable about any and all updates to the AxisCare platform.
Bachelor's degree or equivalent experience
Strong written and verbal communication skills
Work with clients to understand and help them overcome their business challenges.
Customer Success Manager / Onboarding Specialist
By Opus1.io At United States
Manage end to end customer onboarding projects (requirements gathering, detailed account setting up, data migration, training and hands on assistance)
Demo new features, record and publish short demos and tutorial videos, maintain knowledge base and FAQs
Proven hands-on experience with setting up CRMs / ERPs & Saas / Internet applications
Experience hosting product demo & webinars
Reproduce issues from existing customers and log bugs and issues for our development team to address
A passion for listening to customers and assist them in their journey evaluating, onboarding and using opus1.io

Are you looking for an exciting opportunity to help customers get the most out of their experience? We are looking for a Customer Onboarding Specialist to join our team and help our customers get up and running quickly and easily. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

What is Customer Onboarding Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer onboarding processes

What is Customer Onboarding Specialist Job Qualifications?

• Bachelor’s degree in business, marketing, or related field
• At least two years of customer service experience
• Experience with customer onboarding processes
• Knowledge of customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Knowledge?

• Knowledge of customer onboarding processes
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer service best practices
• Knowledge of customer service software

What is Customer Onboarding Specialist Job Experience?

• At least two years of customer service experience
• Experience with customer onboarding processes
• Experience with customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Responsibilities?

• Assist customers with onboarding process
• Ensure customer satisfaction throughout onboarding process
• Respond to customer inquiries in a timely manner
• Monitor customer onboarding process to ensure