Practice Onboarding Specialist

Location

India

Posted

8 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Practice Onboarding Specialist

Snapscale

Role Description We’re looking for a Practice Onboarding Specialist to guide new healthcare clients through the onboarding process and ensure a smooth transition into our marketing and operational programs. This role is client-facing and requires excellent communication, coordination, and training skills to deliver an exceptional onboarding experience. - Serve as the main point of contact for new clients during onboarding. - Coordinate client training sessions, setup, and implementation tasks. - Conduct virtual walkthroughs and training to educate clients on tools and best practices. - Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery. - Track onboarding milestones, collect feedback, and proactively resolve concerns. - Maintain documentation, training materials, and onboarding guides. - Monitor KPIs to evaluate onboarding effectiveness and recommend improvements. - Assist with the client offboarding process when necessary. Qualifications - Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field. - 3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing. - Strong project management skills; able to juggle multiple clients and timelines. - Excellent communication and presentation skills. - Critical thinking and problem-solving abilities. - Familiarity with CRM tools and project management platforms is a plus. - Customer-first mindset and attention to detail.

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