Onboarding Specialist

A company is looking for an Onboarding Specialist II to join their Customer Success team.

Key Responsibilities

Lead and coordinate high-value account setups, ensuring project milestones are met

Provide technical consulting on software configuration, data transfers, and payment processing

Mentor team members and contribute to process improvements based on customer feedback

Required Qualifications

2+ years of relevant experience in B2B SaaS onboarding or customer implementation

Expertise in managing group dynamics during technical transitions

Strong understanding of EHR products, insurance billing, and data migrations

Proven ability to manage multiple high-priority projects simultaneously

Experience in de-escalating high-tension situations and influencing stakeholders