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NexHealth · 3 months ago

Onboarding Manager

San Francisco, California, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

NexHealth is a healthcare technology company focused on automating the integration with health record systems to enhance patient and provider experiences. They are seeking an Onboarding Manager to lead the onboarding process for new medical practice clients, ensuring a smooth setup and fostering long-term customer satisfaction through effective communication and collaboration with cross-functional teams.

Electronic Health Record (EHR)Health CareScheduling

Growth Opportunities

Responsibilities

Lead onboarding for new medical practice clients, ensuring a smooth 30-day setup process that includes installation, customization, training, and consultation

Deliver a high-touch, "white glove" experience from the moment of purchase to full adoption, setting a positive first impression and building a foundation for long-term customer satisfaction

Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges

Collaborate closely with cross-functional teams to ensure that onboarding aligns with customer goals and maximizes their ability to leverage our product effectively

Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction

Qualification

Customer onboardingSaaS experienceTechnical product implementationCRM toolsProject management toolsCustomer consultationTechnical aptitudeCommunicationProblem-solvingTeam collaboration

Required

2–4 years of experience in a customer-facing onboarding, implementation, or customer success role at a SaaS company

Available to be on-site a minimum of two days per week

Experience implementing technical products, including guiding customers through software setup, integrations, training or process configuration

Ability to consult with customers to understand their goals, recommend best practices, and drive business outcomes

Proven ability to manage multiple projects concurrently, onboarding projects

Excellent written and verbal communication skills

Experience using CRM or project management tools such as Salesforce, HubSpot, Asana, or Trello

High technical aptitude with the ability to quickly learn complex software systems, troubleshoot configuration issues, and communicate technical concepts to non-technical users

Experience working with small businesses or healthcare customers, particularly those with limited technical resources