Customer Onboarding Specialist

🔥 0 minutes ago

🌽 Illinois, Wisconsin – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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Logo of ECP

ECP

51 - 200 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

ECP is a company that provides comprehensive software solutions for assisted living and long-term care communities. Their offerings include community management systems, electronic medication administration records (eMAR), electronic health records (EHR), care plans, customer relationship management (CRM), and billing software. ECP's services are designed to improve the workflows for assisted living, independent living, memory care, intellectual and developmental disability support, pharmacies, and group homes, ensuring better care and operational efficiency. The company is recognized for integrating seamlessly with pharmacy partners and offering a user-friendly platform that supports care providers, owners, and operators, caregivers, nurses, and other personnel in these communities. ECP is trusted by thousands of senior living communities across the United States and beyond.

📋 Description

• Lead the end-to-end onboarding experience for SMB customers, including project kickoff, system configuration, user training, and go-live support • Manage a portfolio of concurrent onboarding projects, keeping customers on track against defined milestones and timelines • Support lower mid-market accounts or teammates’ portfolios as business needs and team capacity require • Conduct retrainings for existing SMB customers as needed • Support ownership transitions for SMB accounts • Identify and drive upsell opportunities within the customer portfolio, partnering with Sales and Customer Success to expand product usage and ARR • Serve as the primary point of contact during implementation via phone, email, and video • Identify and escalate churn risks early and implement mitigation strategies • Maintain accurate CRM records tracking account status, project progress, and customer interactions • Generate product and service reports by analyzing customer data • Collaborate with Sales, Customer Success, Support, and Product teams to deliver seamless transitions and resolve customer issues • Share learnings and best practices with teammates to support continuous improvement

🎯 Requirements

• Bachelor’s degree required • 2+ years of customer-facing experience in a SaaS, technology, or healthcare environment • 1+ years of experience implementing software or web-based platforms • Strong organizational, presentation, and communication skills • Experience working with project management or CRM software • A genuine passion for helping people solve real-world problems • Comfortable operating in a dynamic environment where priorities and account assignments may shift based on team needs • Experience with senior living or healthcare software is a bonus • Ability to travel at least 25% based on customer demand

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