Customer Onboarding Specialist – Us Market 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

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.

Prior people management experience is preferred

Minimum of 7 years of professional medical device industry experience in the minimally invasive procedures space; Urology preferred.

Experience commercializing novel technologies in early stages of lifecycle preferred

Extensive customer facing experience necessary (Academic Medical Center, Intergraded delivery networks, ect.)

Previous documented sales and/or marketing experience in the medical devices industry preferred.

Prior Business Development experience preferred.

Offering App, Frame or WiFi troubleshooting

2+ years of customer service experience in a similar support environment.

Experience with customer service software (Zendesk, Freshdesk, Salesforce, etc).

Have an impact and take on new responsibilities as you and the company grow.

Pre-sales queries about our product range

Explaining product features and usability

Offering App, Frame or WiFi troubleshooting

2+ years of customer service experience in a similar support environment.

Experience with customer service software (Zendesk, Freshdesk, Salesforce, etc).

Have an impact and take on new responsibilities as you and the company grow.

Pre-sales queries about our product range

Explaining product features and usability

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

Experience delivering client-focussed solutions to customer needs;

Excellent listening, negotiation and presentation abilities;

Strong verbal and written communication skills;

Experience from the SaaS environment is a plus;

Work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction;

Responsible for annual negotiations with existing customers;

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

Building and maintaining interpersonal relationships with healthcare professionals and patients (panel management)

Researching project material and developing an in-depth knowledge of the project topic

Organized: You excel in your organizational skills

Working remotely for a Belgium company

Gathering information and data points

Interviewing and engaging in high-level discussions

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.

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

Background: Experience of working in a consulting, brand or innovation strategy environment; client-side experience also welcomed

Creativity: Experience with architecting the appropriate solution to solve a client’s challenge or respond to a brief

Communication: Excellent communication, presentation and influencing skills

Education: Degree in Marketing related field; MBA-preferred

Flexi-working – 2 weeks per year where you can work from a remote location

Hustle Hacks – a platform to help small business side-hustlers benefit from the collective Clear brainpower

This role is either fully remote or hybrid in Austin, TX

Good critical thinking skills and ability to translate business questions into research questionnaires or discussion guides

Responsibilities of the Market Researcher:

Qualifications for the Market Researcher:

Write surveys for quantitative research

Analyze data in Qualtrics or SPSS and create reports / write out findings

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

Manage customer support activity, including onboarding, providing ongoing support, including simple queries, client training and account setup configuration

Relentless improvement and monitoring of key customer success metrics to ensure we are providing a world-class customer experience

SaaS CS expert - proven experience and success in a Director/VP-level role within Customer Success (SaaS experience is a bonus)

CRM and CS tools - you have experience using tools to optimize customer journeys (we currently use Hubspot and Vitally)

Brand/Marketing/MarTech experience (it would make the learning of marketing lingo easier)

Managing onboarding, support, retention and upsell activities to maintain (and hopefully improve) our 115% net retention rate

Have experience within incident management

Provide detailed application support for CUBE application platform to support the case-management process.

Schedule and prepare daily, weekly, and monthly reports for customers and management.

Liaise with customers by telephone or remote screenshare sessions to qualify, troubleshoot, coordinate and update cases.

At least 18 months experience working in a customer support role for a SaaS business.

Hands-on experience with Office 365, Dynamix CRM, SharePoint and the support of a large web-based application