Customer Onboarding Support Specialist 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.

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

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.

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.