Customer Onboarding Specialist Level 1 Jobs

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

Provide information to candidates and applicants by utilizing HR Script to give an overview of hiring process, position requirements, and expectations

Process and track all driver qualifications and background checks in Excel

Offer or remove applicants – verbal and/or written communication

Assemble and submit new hire packets and district credentials to training and operations manager

At least 1 year experience in a high-volume recruiting role, or related office administration experience

Prior experience processing background checks, pre-employment screenings, strongly preferred

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

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

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.

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

Address tech support and other customer concerns via email, social media posts, and app store reviews

Collect and communicate user requests to help shape the future of MyFitnessPal

Escalate trending issues to engineering and product teams to ensure technical issues are promptly resolved

Provide feedback to peers and supervisors to promote a positive work culture

Collaborate with your team to ensure team goals are met daily

Live our core values in all you do:

Addresses customer questions and resolves complaints through a combination of telephone service, computer data entry, billing, balancing and reconciling customer payments.

Maintains appropriate records, prepares requested reports and performs related word processing, data entry and/or clerical duties.

Participates in training related to customer service work processes, procedures, skills and safety to ensure optimum customer service.

Six months of related experience and/or training.

Develops strategies to effectively manage current and future challenges and opportunities; develops recommendations and actionable plans.

Demonstrates ability to use computers and technology capabilities.

Two (2) years of clerical experience;

A Degree may be substituted for the work experience.

A high school diploma. Related clerical experience may be substituted for a high school diploma.

May be required to have experience in the use of CRT and/or personal computer.

Maintain a filing system for monthly reports.

Assist with special projects and compose a wide variety of documents.

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

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

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

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.

Interfaces with business analysts, Client Account Managers, and/or clients to clarify requirements.  

Contributes to the development of test plans and participates in post-implementation reviews to ensure requirements are met.

Tests own work, contributes to the development of test plans and participates in post-implementation reviews to ensure requirements are met.

Work with the functional team to review the business requirements to develop functional design documents.

Possesses working knowledge in one or more programming languages, tools and/or technology environments. 

Has demonstrated an understanding of fundamentals of requirement specification, design, coding, and testing of information systems

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

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

Excellent communication and writing skills, alongside great problem solving abilities

Becoming an encyclopedia of knowledge about how Intercom works and what it is capable of

Ambition, eagerness and the will to learn and improve upon your own skills

Previous experience in a troubleshooting environment

Owning customer communications and issues from initial contact until resolution

Passion for talking to customers, paired with a genuine interest in technology

Experience within the employer group voluntary benefits market is preferred

Excellent written and oral communication and organizational skills, including the ability to multi-task and manage time efficiently

Interact with internal departments and external business contacts, including technology vendor, insurance producers, benefits administration and payroll companies, and administrators

Configure new and renewal business rates, benefit plan designs, commission percentages within the company’s software administration system

Minimum of 5 years professional experience in banking, financial services, insurance or other relevant field

Knowledge of MS Windows and MS Office products with ability to quickly learn a variety of internal business systems

Liaise between the customer and Customer Success team to provide clear and accurate troubleshooting solutions through our support management system, Zendesk.

Provide feedback on internal processes and best practices to improve the customer experience and overall customer support flow.

1+ years experience providing customer support by phone or email where you embody teamwork and excellence in service.

Experience working with detailed procedures and program guidelines.

Experience working with spreadsheets (can maintain complex spreadsheets) and organizing data

Experience working for a software, SaaS, or technology company.

Strong project management skills, with the ability to manage multiple clients and projects simultaneously

Minimum of 3 years of experience in customer success, onboarding, or related field

Experience in medical billing, customer success within a healthcare revenue cycle setting, or related field

Excellent communication and interpersonal skills

Passion for customer service and a commitment to delivering exceptional client experiences

Serve as the primary point of contact for new clients, answering questions and providing guidance on our medical billing services