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Client Experience Specialist, Onboarding

16 hours, 18 minutes ago
United States
Full-time
Mid Level
Customer Success
Customer and Technical Support
CRM
Apply Now
Carefeed

Carefeed

Carefeed is a comprehensive platform that simplifies operations and strengthens connections in post-acute and senior care communities. By integrating with EHR and payroll providers, Carefeed enhances staff efficiency, resident journey, family satisfact...

Internet Software & Services
11-50
Founded 2020
$3M raised
View All Jobs

Description

  • Lead new clients through implementation, platform setup, configuration, and hands-on onboarding training.
  • Facilitate virtual training sessions and ensure users can navigate the system confidently.
  • Serve as the primary point of contact for assigned client communities during onboarding.
  • Provide high-level client support and resolve questions throughout the transition to active use.
  • Develop and customize initial platform solutions to match each client’s workflows and needs.
  • Digitize and manage client documentation using Adobe and DocuSign.
  • Support e-signature workflows within the Carefeed platform.
  • Track client trends, pain points, and product usage to identify adoption opportunities.
  • Collaborate with the Client Experience team to improve onboarding, training, and engagement processes.

Requirements

  • Bachelor’s degree in a relevant field.
  • 3+ years of experience in client success, customer service, or technical support.
  • Strong interpersonal skills with patience, empathy, creativity, and a proactive, solution-oriented approach.
  • Comfort with technical software and the ability to explain current solutions and future platform enhancements.
  • Ability to lead training sessions and client-facing interactions effectively, especially via Zoom.
  • Proficiency in Microsoft Word, Excel, Google Docs, and Adobe.
  • Experience with DocuSign and Canva is a plus.
  • Familiarity with healthcare and SaaS environments is highly desirable.
  • Experience with CRM systems is highly desirable.
  • Ability to thrive in a fast-paced startup environment and work collaboratively.

Benefits

  • Full remote work based in the USA.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan.
  • Paid vacation, sick time, and company-paid holidays.
  • Opportunities for career growth and professional development as the company scales.

Interested in this position?

Apply directly on the company website

Apply Now

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