Job Closed

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Carefeed logo
Carefeed

The Resident Journey Platform

Client Experience Specialist – Onboarding

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 51-200Since 2020H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

53 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Experience Specialist – Onboarding

Carefeed

• 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.

Job 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

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