Expert Customer Onboarding 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

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

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.

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

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

Documenting or updating existing documentation, Knowledge Management.

Experience or understanding of Digital Product Management, Agile methodologies (PI Planning, Agile delivery,...) is a plus

Exposure to change management and data management to the benefit of the company.

Updating or creating CI and Service Asset & Configuration Management data.

Learning soft skills such as agile methodologies, and transversal business acumens (procurement, vendor mgmt, finance and controlling)

Experience as a Service owner/Project manager

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

Project management experience is desired, but not required – PMI certification is a plus

Ensure effective handoffs in the customer journey from sales to Ops and from Ops to customer success management

Your role will also include back office support to the CSMs. Some of the responsibilities are as follows:

Recent and relevant experience in customer onboarding or other services projects in a B2B SaaS organization

Demonstrated experience consistently meeting or exceeding targets for customer satisfaction and time to value

Strong interpersonal and communication skills including the ability to lead meetings and communicate effectively with clients via email, phone, video conferencing

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

Project management experience is desired, but not required – PMI certification is a plus.

Ensure effective handoffs in the customer journey from sales to services and from services to customer success management

Gain and maintain expert-level knowledge in key product functionality to effectively guide our customers through strong adoption and platform growth

Recent and relevant experience leading customer onboarding or other services projects in a B2B SaaS organization (ed tech preferred).

Demonstrated experience consistently meeting or exceeding targets for customer satisfaction and time to value

Ability to collaborate cross-functionally with sales, customer success managers, support, marketing, and product teams to ensure high customer satisfaction and advocacy