Client Onboarding Specialist
BetterRX ·
- Work mode
- Remote
- Category
- Customer success
- Experience
- 1+ years
BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed company on a mission to end needless suffering caused by medication delays through innovative software solutions that connect every member of the patient’s care team. In this highly visible role, you will be responsible for successful onboarding of
new hospice clients and ad hoc training with existing clients, as well as new BetterRX employees in need of learning about our unique product capabilities. You will work closely with valued clients and internal cross-functional teams across the BetterRX organization. You will be a key contributor in sustaining high client satisfaction,
retention, and our reputation for excellence.
Ideal Candidate
You are self-motivated, accountable, poised under pressure, and driven by educating and delighting (even the most difficult) customers. You are known as a team player, trusted advisor, and master juggler… of projects, that is. You have a gift for clear, concise
communication (both written and verbal) and love identifying process improvements to increase efficiency.
Primary Responsibilities
new hospice clients and ad hoc training with existing clients, as well as new BetterRX employees in need of learning about our unique product capabilities. You will work closely with valued clients and internal cross-functional teams across the BetterRX organization. You will be a key contributor in sustaining high client satisfaction,
retention, and our reputation for excellence.
Ideal Candidate
You are self-motivated, accountable, poised under pressure, and driven by educating and delighting (even the most difficult) customers. You are known as a team player, trusted advisor, and master juggler… of projects, that is. You have a gift for clear, concise
communication (both written and verbal) and love identifying process improvements to increase efficiency.
Primary Responsibilities
- Orchestrate successful onboarding with new clients within 30-45 days of the signed agreement
- Lead onboarding and training initiatives as the primary point of contact for new clients
- Lead training initiatives and ongoing education with existing clients in support of Client Success Managers
- Assist physicians with ePrescribing setup
- Identify onboarding process improvement opportunities to continue driving efficiency and scalability
- Educate BetterRX employees on product features and functionality
- Support Head of Onboarding & Training with meeting and exceeding team KPIs
- Provide exceptional customer service
Skill Requirements
- Ability to manage up to 15 client onboardings simultaneously
- Energetic, organized, and detail-oriented with meticulous follow-up and excellent communication skills (written and verbal)
- Comfortable speaking in front of clients, easily approachable
- Technical aptitude to simplify and concisely educate clients about software capabilities and best practices
- Professional and calm in working with difficult or upset clients
- Self-driven and motivated with a desire to succeed in a fast-paced, changing environment
- Proficient with MS Office (e.g., Word, Excel, PowerPoint, etc.) and CRM (e.g., HubSpot) for documentation and reporting needs
Other Requirements
- 2-4 years client onboarding, training, or project management experience
- Ability to work 100% remote
- Up to 20% travel
- Bachelor’s degree or equivalent experience
- 100% Remote Environment
- Medical, Dental, Vision, Accidental
- Company paid: Short Term Disability, Long Term Disability and Life Insurance
- 401k Match after 1 year of tenure (4%)
- 3 weeks of PTO
- 5 Wellness Days
- Closed for 15 Holiday’s