
1 - 10 employees
🏥 Healthcare
💼 Consulting
📣 Marketing
Healthcare • Consulting • Marketing
Pawlicy Advisor is an independent marketplace and comparison tool focused on helping pet owners find the best pet insurance for their animals. By collaborating with leading pet insurance companies, Pawlicy Advisor offers personalized recommendations and allows users to compare multiple insurance plans side-by-side. With a data-driven approach, the platform helps uncover savings by analyzing hundreds of policy variations and fine-print details. Pawlicy Advisor aims to provide unbiased advice and support, ensuring pet owners can select coverage that fits their specific needs and budget. Their service is free to use, supported through commissions from insurance companies.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $65k - $85k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚀 Onboarding Specialist
🚫👨🎓 No degree required
👻 Ghost score 9%
Where this job comes from
Posted on Pawlicy Advisor's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

1 - 10 employees
🏥 Healthcare
💼 Consulting
📣 Marketing
Healthcare • Consulting • Marketing
Pawlicy Advisor is an independent marketplace and comparison tool focused on helping pet owners find the best pet insurance for their animals. By collaborating with leading pet insurance companies, Pawlicy Advisor offers personalized recommendations and allows users to compare multiple insurance plans side-by-side. With a data-driven approach, the platform helps uncover savings by analyzing hundreds of policy variations and fine-print details. Pawlicy Advisor aims to provide unbiased advice and support, ensuring pet owners can select coverage that fits their specific needs and budget. Their service is free to use, supported through commissions from insurance companies.
• Conduct 200+ phone conversations every week • Run live onboarding calls with every new partner within its first 30 days • Respond to veterinary teams with follow-up emails and calls the same day • Maintain daily, up-to-date records in the internal CRM system • Travel to veterinary conferences several times a year to work the booth, meet clinic teams in person, and kick off onboarding for clinics that sign up • Get partners activated: accounts set up, teams trained, materials in use, and customers engaging • Introduce the integrated partner program to eligible partners and guide interested partners through setup and go-live • Keep clean records in Custify and Pipedrive so the team always knows where each account stands • Stay with accounts that need extra support and hand off accounts with a strong start to the Customer Success team • Identify patterns in new-partner challenges and bring them back to the team for improvement • Reports to the Head of Customer Success and Sales • Success measures include live calls for every new partner by day 30, activation benchmarks by day 90, and eligible partners moving onto the integrated program
• 2+ years in a role where you handled 40+ calls a day: customer onboarding, recruiting, customer success, customer support, SDR, BDR, inside sales or a vet hospital CSR running callbacks • Comfortable building relationships on the phone and capable of building rapport in the first minute with a busy counterparty • Organization at volume; able to juggle hundreds of accounts at different stages without anything slipping • Comfort with a light, helpful upsell • Comfort working in client management tools, whether that's a CRM, a customer success platform or a practice management system • Able to travel to 10-15 conferences a year, typically 2 to 4 days each • Comfortable meeting people face to face at a busy booth • Work well remotely and set your own rhythm • Legally authorized to work in the United States without sponsorship • Must be based in the USA • Nice to have: onboarding or implementation experience with customers, clients or patients • Nice to have: experience upselling or recommending products or services • Nice to have: veterinary clinic experience, preference CVT/RVT or practice management • Nice to have: experience working trade shows, conferences or in-person events • Nice to have: familiarity with pet insurance, Custify, Pipedrive or Aircall
• Bonus potential tied to onboarding results • Startup equity grant • Top-tier medical, dental, and vision insurance • 401(k) employer contributions • Flexible vacation • Remote-first within the United States
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