New Accounts - Onboarding Specialist

Job Title : New Accounts- Onboarding Specialist

Company Overview :

Our company provides innovative EMR software solutions for behavioral and mental health facilities, helping treatment centers streamline operations, improve patient care, and meet compliance requirements.

Position Summary :

The New Accounts Onboarding Specialist is a critical role within our organization, serving as the primary technical point of contact during the crucial onboarding phase of the customer lifecycle. This position is responsible for configuring and building our EMR platform to align with each client's unique workflows and requirements, ensuring a successful implementation and a positive customer experience.

Key Responsibilities :

• Serve as the main point of contact and account owner during the build and configuration phase
• Conduct welcome calls within 24 business hours of project assignment to establish rapport with new clients
• Facilitate kickoff calls to align on expectations, understand client goals, and establish implementation timelines
• Create, organize, and maintain comprehensive project documentation
• Schedule two build meetings per week per client
• Update HubSpot records with accurate project details
• Send recap emails within 24 hours of each meeting
• Coordinate document collection and form building
• Complete build stages within 45 days of welcome call
• Conduct workflow reviews and Pre-Implementation Meetings

Qualifications : Required

Preferred

Key Competencies :

Major Business / Professional Contacts :

Working and Environmental Conditions :