Source Job

$138,200–$190,100/yr
US

  • Define strategic priorities for the onboarding experience, balancing member needs with business objectives.
  • Lead cross-functional collaboration across Marketing, Digital, Analytics, and Operations to drive execution.
  • Develop measurement frameworks and executive communications to ensure program visibility and accountability.

Strategy Stakeholder Management Analytics Cross-functional Collaboration

20 jobs similar to Consumer Onboarding Strategy Advisor

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$67,500–$75,000/yr
US

  • Lead the full onboarding lifecycle for Care Pros and Clients, including in-person and virtual sessions.
  • Manage client transitions and care planning, ensuring compliance and risk evaluation.
  • Travel frequently to franchise locations (30-40%) to support onsite activities and maintain stakeholder communication.

Honor Technology provides technology, tools, and services to empower older adults to live independently. With over 100,000 Care Pros through its Home Instead brand, the company delivers over 50 million hours of personalized care annually, fostering a culture of compassion and innovation.

US

  • Lead the strategy and end-to-end execution of onboarding programs, including cohort planning and curriculum sequencing.
  • Develop learning enablement plans for product launches and process changes impacting service center teams.
  • Manage timelines, deliverables, and cross-functional alignment across Learning, Operations, and support functions.

The partner company operates a large-scale service environment focused on healthcare-related services. It fosters a collaborative, cross-functional culture with a commitment to inclusive leadership and continuous development.

$100,000–$120,000/yr
US

  • Lead a high-performing onboarding team, setting clear expectations and coaching for consistent results.
  • Own the end-to-end onboarding experience, driving software adoption and payments utilization.
  • Design and optimize onboarding playbooks, enablement programs, and operational workflows.

Our partner is a fast-growing vertical SaaS company that provides software solutions for customer onboarding and payments. They operate as a remote-first organization with a focus on innovation, growth, and team development.

US

  • Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
  • Establish strong relationships with customer stakeholders and manage data migrations.
  • Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

$110,000–$130,000/yr
US Unlimited PTO

  • Serve as a trusted advisor to strategic healthcare clients, building relationships and driving adoption.
  • Develop and implement customer success plans to ensure measurable outcomes and retention.
  • Analyze customer data to provide insights and drive product improvements.

Luma Health builds technology to simplify healthcare access and delivery. They are a growth company with a fast-paced startup environment that values inclusivity.

US

  • Serve as a subject matter expert for specialty value-based programs, establishing evidence-based approaches and priorities.
  • Lead strategic program delivery, coordinating implementation plans, timelines, and stakeholder commitments.
  • Evaluate program performance, translate findings into actionable recommendations, and advise executives.

The partner company is a healthcare organization focused on advancing strategic value-based programs within a complex healthcare environment. It operates with a remote-first culture and emphasizes collaboration, innovation, and executive-level impact.

$121,300–$175,010/yr
US

  • Support the design, launch, governance, and ongoing management of a scalable global partner program.
  • Coordinate complex cross-functional workstreams involving operations, marketing, IT, legal, sales, finance, and external partners.
  • Track program performance, manage scorecards, and prepare executive-level updates and decision-support materials.

Our partner company is a technology organization that manages global partner programs across multiple regions. They operate with cross-functional teams and focus on data-driven growth and collaboration.

Canada

  • Define and execute the product strategy and roadmap for practitioner onboarding, activation, and early product adoption.
  • Own the end-to-end onboarding journey from sign-up through first treatment plan, identifying opportunities to reduce friction and accelerate time to value.
  • Design and deliver product-led growth initiatives that improve activation, engagement, retention, and long-term adoption.

Fullscript is an industry-leading health technology company that makes it easier for practitioners to deliver better care by providing a platform for clinical insights, lab interpretations, and high-quality supplements. With over 125,000 practitioners and 10 million patients using their platform, they foster a culture of curiosity, collaboration, and people-first values.

$99,500–$164,200/yr
US Canada Unlimited PTO

  • Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
  • Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
  • Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

Canada

  • Own and lead the onboarding journey for new clients, creating customized plans and guiding them through milestones.
  • Train and empower clients with best practices to increase adoption and self-sufficiency.
  • Drive early adoption and time-to-value by using metrics and proactive risk management.

Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. They have a fun, collaborative, and hard-working team with values of stewardship, collaboration, and continuous development.

$65,000–$80,000/yr
US

  • Own the client's first 60 days end-to-end, from Sales handoff to a fully live, confident client.
  • Collaborate with Implementation, Accounting, and Revenue teams to drive activation and billing setup.
  • Manage a clean handoff to Strategic Account Managers and Revenue Optimization Managers for ongoing account management.

OCRA is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. They partner with over 50 operators and 25 hotel groups across 600+ locations in North America, and have raised $10M in funding, fostering a culture of broad exposure and impact.

US

  • Define and own product strategy for payer solutions, translating customer needs into actionable roadmaps.
  • Conduct market analysis and competitive research to identify opportunities.
  • Develop product positioning, pricing, and go-to-market plans.

The company specializes in healthcare data analytics and intelligence solutions for payer organizations. It offers a flexible, remote-first culture with a focus on professional development and innovation.

$85,000–$115,000/yr
US

  • Manage a portfolio of 10 medium and large accounts, designing strategic implementation frameworks and advising leadership on product integration.
  • Lead customer engagements including monthly and quarterly business reviews and workshops to demonstrate value and establish objectives.
  • Consult with provider leadership to re-engineer clinical and administrative workflows, aligning technology adoption with value-based care goals.

Pearl Health empowers primary care providers and networks to succeed in value-based care with technology and financial tools. Founded in 2020 and backed by top investors, the company partners with thousands of providers across 44 states.

$160,000–$180,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Own end-to-end customer relationships for Signifyd's most complex accounts, ensuring seamless onboarding and strategic alignment.
  • Identify and build deep relationships with senior stakeholders to develop long-term growth plans and drive collaboration.
  • Leverage platform knowledge and industry trends to deliver optimal outcomes and expand Signifyd's footprint through upsell and cross-sell opportunities.

Signifyd helps merchants grow by building trusted relationships with their customers through advanced fraud prevention technology. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions annually and is driven by a people-focused culture of commitment, empathy, and creativity.

$77,112–$110,160/yr
UK 16w maternity 16w paternity

  • Guide new customers through their initial journey, delivering personalized and customer-centric solutions while maintaining efficient and scalable processes.
  • Own day-to-day onboarding and provisioning activities, ensuring rapid execution and minimal friction.
  • Develop and improve workflows, automation, tools, and operational strategies to make customer onboarding more efficient and scalable.

This company provides a leading SaaS and container technology platform for customer onboarding. They operate as a remote-first organization with offices in Seattle and Paris, with a globally distributed team focused on customer success.

$120,000–$140,000/yr
United States Unlimited PTO

  • Partner with the Chief Customer Officer to shape and execute customer strategy, ensuring consistent engagement across investor/customer health plans.
  • Lead the operating rhythm for the bi-weekly Customer Advisory Committee, including agenda development, executive communications, and follow-through.
  • Track adoption, value, and insights related to medication contracting, supporting annual business and financial planning with customers.

Evio is a pharmacy solutions company founded by Blue Cross Blue Shield health plans to reform high-cost medication access, serving over 20 million members. With a team of six health plan owners and a culture emphasizing empathy, diversity, and transparency, Evio is a small, intentional organization focused on transformative initiatives.

US Unlimited PTO

  • Serve as the strategic advisor for a portfolio of enterprise pharmaceutical clients, driving satisfaction and growth.
  • Develop client strategies that maximize platform adoption and commercial outcomes using analytics.
  • Champion customer needs internally and influence the Ostro product roadmap while managing complex projects.

Veeva Systems is a mission-driven cloud pioneer helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue and are legally bound as a public benefit corporation to balance customer, employee, society, and investor interests.

US 4w PTO 12w maternity 12w paternity

  • Drive accountability for AOP Objectives and Key Results, ensuring timely execution and cross-functional alignment.
  • Lead annual planning cycles and Quarterly Business Reviews to refine strategic playbooks.
  • Act as central point of contact for cross-departmental integration, surfacing risks and fostering collaboration.

Aledade is a public benefit corporation that empowers independent primary care practices to thrive in value-based care. Founded in 2014, it has grown into the largest network of independent primary care in the US, with a collaborative, inclusive, and remote-first culture.

US

  • Own the end-to-end onboarding experience for Medical providers at Nourish, from signed offer to first 30 days.
  • Build and improve onboarding materials and training, and coordinate logistics across teams.
  • Drive urgency toward activation and improve key metrics like activation rate and satisfaction.

Nourish is an AI-native digital health system providing insurance-covered metabolic health care through dietitians, physicians, and AI agents. With over 200M lives covered, 10,000+ providers, and $215M in funding, the company has a high-talent, high-growth culture focused on solving complex problems.

US 3w PTO

  • Coordinate implementation workstreams across clinical, product, data, and operations teams to ensure successful partnership launches.
  • Maintain project plans, trackers, and dashboards to track progress, risks, and milestones.
  • Serve as key implementation contact for external partners, managing timelines and communication.

The company facilitates strategic partnerships across healthcare and life sciences organizations. It maintains a remote-first culture centered on patient impact, collaboration, and empathy.