Customer Onboarding Specialist
Customer Onboarding Specialist
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Job Description
We are looking for a Customer Onboarding Specialist who blends technical aptitude with project management and interpersonal finesse. This role is critical in setting the foundation for long-term customer success. Youll guide clients through the initial setup and training phases create tailored onboarding journeys and provide key input into building our knowledge base for AI-supported onboarding.
You will also serve as a bridge between customers and internal teams helping to identify opportunities for automation and improved support processes while actively participating in the evolution of our onboarding strategy.
Key Responsibilities
Train customers on how to effectively use Intrigmas sophisticated scheduling software.
Build onboarding plans training materials and video seminars tailored to healthcare clients unique needs.
Set up and configure customer accounts based on workflow requirements and role-based access needs.
Guide clients through early adoption of our AI-driven onboarding features and knowledge base.
Deliver clear empathetic and timely communication via video calls chat and email.
Contribute to and help expand our onboarding knowledge base to scale client self-service.
Provide support via Zendesk during onboarding phases (including limited weekend availability).
Collaborate with cross-functional teams (product engineering and automation) to resolve issues and improve onboarding tools.
Identify opportunities for onboarding automation and communicate needs to the product team.
Lead onboarding projects track milestones and conduct post-project reviews to ensure continuous improvement.
Communicate expectations proactively and manage escalations with professionalism and tact.
Build strong trust-based relationships with clients from diverse backgrounds and time zones.
Qualifications :
Bachelors or Masters degree preferably in a technical business or healthcare-related field.
3 years in a customer-facing or technical onboarding role in a SaaS environment.
Proven experience with project management; PMP certification is a plus.
Excellent communication and presentation skillsconfident leading customer-facing sessions.
Strong technical acumen and ability to learn complex systems quickly.
Experience in healthcare or familiarity with healthcare workflows is a strong plus.
Comfortable working independently and prioritizing in a fast-paced dynamic setting.
High levels of patience empathy adaptability and problem-solving ability.
Fluent English (C1 level or higher); multilingual skills are a bonus.
Experience working across time zones and multicultural teams.
Bonus Points
Experience with support ticketing systems (e.g. Zendesk).
Background in agile Scrum or familiarity with scrum master practices.
Previous experience contributing to onboarding automation or AI-assisted support systems.
Additional Information :
What we offer:
Hourly compensation (competitive rate based on experience)
100% remote work flexibility with a supportive and collaborative team culture.
A kind mission-driven group of professionals passionate about improving healthcare.
Opportunities for growth ownership and contributing to meaningful innovation.
Occasional team-building meetups and retreats.
The chance to shape the onboarding process for a company embracing AI and automation.
Remote Work :
Yes
Employment Type :
Contract
Employment Type
Remote
