Client Onboarding Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $22 / hour

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of ProSites

ProSites

201 - 500 employees

Founded 2003

🏥 Healthcare

📣 Marketing

☁️ SaaS

Healthcare • Marketing • SaaS

ProSites is a provider of websites, digital marketing, and practice-efficiency software tailored primarily to dental practices and other community-based professionals (medical, veterinary, accounting/financial via the CPA Site Solutions brand). The company offers dental website design and hosting, SEO, social media and paid advertising (Facebook ads, PPC, Local Services Ads), review management, AI chat, online forms and payments, recall/reminder automation, phone systems, insurance verification, and practice dashboards to acquire and retain patients and automate office workflows. ProSites markets itself as a turnkey digital-marketing and SaaS-style solution for healthcare practices and claims thousands of clients and partnerships with dental associations.

📋 Description

• Facilitate onboarding of new clients, including training, content implementation, and full program and product adoption • Serve as the client's primary point of contact throughout onboarding • Liaise between clients and multiple departments to move projects forward • Manage website development processes, launch priorities, and timelines • Manage implementation of client marketing systems, including dashboard setup and connecting social media and analytics accounts • Train clients on how to use company systems • Develop and maintain onboarding materials, including videos, documentation, and checklists • Maintain accurate records of client interactions and onboarding activities • Monitor and report onboarding progress against milestones and goals • Escalate concerns to leadership as needed • Identify opportunities to improve and optimize the onboarding experience • Address client inquiries, troubleshoot issues, and resolve matters within SLA timeframes • Perform basic content updates and simple HTML changes • Identify opportunities for clients to benefit from additional GeniusVets products or services

🎯 Requirements

• 1-2 years' experience in client onboarding, client support, account management, or related role • Exceptional communication, empathy, and rapport-building • Effective client management and meeting facilitation • Technical aptitude to learn new systems and train others • Strong problem-solving and analytical skills • Familiarity with project management tools and software • Strong organizational skills; reliable and self-motivated • Prolonged periods of sedentary movement • Must be able to lift at least 20 pounds • Certain management positions might be required to occasional travel

🏖️ Benefits

• Fully remote work • May be requested to work overtime and weekends if deemed necessary • Remote, high-impact work environment

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