Client Experience Specialist – Onboarding

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Carefeed

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

⚕️ Healthcare Insurance

☁️ SaaS

🤖 Artificial Intelligence

Healthcare Insurance • SaaS • Artificial Intelligence

Carefeed is a comprehensive platform designed for post-acute and senior care communities, aimed at enhancing staff efficiency, resident journeys, and family satisfaction. By integrating e-signatures, online payments, and compliance management into a single solution, Carefeed streamlines operations and facilitates communication among staff, residents, and families. With features like centralized patient information, automated training, and satisfaction surveys, Carefeed transforms how care communities operate, ultimately driving efficiency and improving the overall care experience.

📋 Description

• Lead new clients through the full implementation and onboarding process, including platform setup, configuration, and hands-on training—to ensure a smooth and successful transition onto Carefeed’s platform. • Facilitate virtual training sessions and confirm users are confident navigating the system. • Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding. • Develop and customize initial platform solutions to align with each client’s specific needs and workflows. • Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed. • Track client trends, pain points, and product usage to identify opportunities to improve adoption. • Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement.

🎯 Requirements

• Bachelor’s Degree in a relevant field • 3+ years of experience in a similar client success, customer service, or technical support role • Customer-Centric and Self-Motivated: A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs. • Tech-Savvy and Detail-Oriented: Comfortable with technical software and capable of understanding and explaining Carefeed’s current solutions and future platform enhancements. • Strong Facilitator and Communicator: Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom. • Proficient in Key Tools: Skilled in Microsoft Word, Excel, Google Docs, and Adobe. Experience with DocuSign and Canva is a plus. • Adaptable and Collaborative: Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change. • Healthcare and SaaS Experience: Familiarity with the healthcare industry and experience working with SaaS solutions, CRM systems, and client onboarding/training are highly desirable.

🏖️ Benefits

• Comprehensive medical, dental, and vision insurance to support your health and well-being • 401(k) plan to help you plan for the future • Paid vacation, sick time, and company-paid holidays to support work-life balance • A culture that values growth and development, with opportunities to grow your career as we scale