Client Onboarding Specialist
BetterRX
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 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 Benefits 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 #J-18808-Ljbffr BetterRX
- ...is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive benefits, and ongoing...SuggestedWeekly payRemote workWork from home
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...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...SuggestedContract workWork from homeWorldwide- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...SuggestedWork at office
$48 - $50 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales...Contract work$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...Full timeWork at officeRemote workAfternoon shift- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. You will partner with sales teams and internal partners such as KYC, Account Opening...
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...doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for...Summer workRemote work- Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients. You will manage... ...Stanley services and digital platforms. In this role you will onboard client accounts, verify information, and handle money movement...
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Position: Client Operations & Onboarding Specialist Location: Toronto Pay Rate: $26 per hour Contract: 6-month contract with potential for extension Schedule: Fully remote Posting Type: Open vacancy Our client is a well-established financial services organization seeking...Hourly payContract workRemote work- Quantum Management Services Ltd. is recruiting a Client Operations & Onboarding Specialist for a Toronto-based client. This role is fully remote under a 6-month contract with potential for extension, focusing on coordinating client onboarding, CRM data maintenance, and...Remote jobContract work
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...trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...Work at officeHome officeAfternoon shift- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
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- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
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Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We ...Remote jobFlexible hours
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OnTrac is seeking a Customer Integration Associate to help onboard customers and integrate them into company systems and processes. You will coordinate setup, manage timelines, and document requirements while collaborating with internal teams to resolve issues and ensure...Remote job- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
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- ...Vollzeit am Standort Stuttgart. Du bist erster Ansprechpartner für potenzielle vor-Ort-Mitarbeiter, führst Gespräche, unterstützt beim Onboarding und betreust administrative Aufgaben. Zudem pflegst du Stellenportale und erschließt neue Recruiting-Kanäle. Du bringst...
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