You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption. You will play a key role in client satisfaction, long-term retention, and overall product engagement.
Source Job
20 jobs similar to New Client Experience Specialist, Onboarding
Jobs ranked by similarity.
- Manage the end-to-end onboarding technical process for new partners and clients.
- Facilitate live onboarding meetings, walking clients through key workflows and feature capabilities.
- Collaborate with cross-functional teams to troubleshoot issues and ensure all requirements are met for activation and launch.
ZayZoon's financial empowerment platform helps businesses make a big impact on employee financial wellness through services like earned wage access.
- Ensure seamless onboarding, transition, and conversion experience for financial services clients.
- Manage data migration, system setup, and documentation.
- Provide insights to improve processes and enhance client experience.
This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.
- Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
- Manage multiple projects and ensure on-time deliverables.
- Maintain strong communication skills and comfort in a customer-facing environment.
Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.
- Execute end-to-end onboarding for new clients and properties.
- Perform detailed, manual implementation work, including data setup.
- Work within Asana to manage tasks, workflows, and deadlines.
OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.
Own the logistics, scheduling, and communications for go-to-market (GTM) onboarding. Ensure new hires feel welcomed, prepared, and supported. Work cross-functionally with HR, IT, Sales Enablement, Recruiting, and GTM leadership to deliver a seamless onboarding experience.
Cresta's platform combines the best of AI and human intelligence to help contact centers discover customer insights and behavioral best practices.
Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.
Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.
We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.
WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.
- Manage end-to-end onboarding for new hires, including equipment setup, account provisioning, security training, and required documentation.
- Coordinate offboarding processes for departing team members, ensuring timely access removal and documentation completion.
- Support weekly resourcing and staffing meetings by taking notes, tracking conflicts, and documenting follow-ups.
Truelogic provides nearshore staff augmentation services and delivers tech solutions to companies. They have a team of 600+ highly skilled tech professionals based in Latin America and aim to align skills with opportunities that foster exceptional career growth.
- Assist in the preparation and launch of training programs, handling application setup, client communications, and managing instructional staff hiring processes.
- Oversee multiple programs simultaneously, managing project timelines and ensuring seamless execution.
- Support the Senior Operations Team in developing and implementing strategic initiatives to enhance program impact, experience, and scalability.
Correlation One develops workforce skills for the AI economy, partnering with enterprises and governments to close critical data, digital, and technology skills gaps.
- Schedule meetings and maintain complex calendars.
- Draft emails, presentations, and reports.
- Arrange travel and assist with new hire setups.
ServiceNow is a global market leader providing innovative AI-enhanced technology. They serve over 8,100 customers, including 85% of the Fortune 500, with an intelligent cloud-based platform connecting people, systems, and processes.
- Design and deliver structured onboarding for physicians, NPs/PAs, and dietitians.
- Train clinicians on Form Health’s proprietary technical platforms.
- Create and provide training on medical workflows, EMR documentation standards, and patient engagement best practices.
Form Health is a virtual obesity medicine clinic delivering multi-disciplinary evidence-based obesity treatment through telemedicine.
- Coordinate comprehensive onboarding for new therapists and nurse practitioners.
- Serve as the main point of contact for provider questions, concerns, and technical issues.
- Monitor provider satisfaction and engagement, identifying opportunities for improvement.
Seven Starling is revolutionizing women's behavioral health through our clinically-validated virtual care platform. As a venture-backed, rapidly scaling startup at the forefront of maternal healthcare innovation, they have developed a groundbreaking clinical model that combines specialized therapy, peer support, and medication management to effectively treat perinatal mood disorders.
Lead seamless onboarding experiences that set customers up for success and establish VanishID as a trusted partner in protecting their digital footprint. Build lasting partnerships with customers through proactive engagement, regular check-ins, and responsive support. Identify opportunities to expand accounts and ensure customer feedback shapes our product and service offerings.
VanishID is a cybersecurity company that offers privacy services to protect against a wide range of cyber and physical threats.
Coach Onboarding Architects through customer deployments, ensuring customer success. Lead the team to ensure customers launch strong, adopt quickly, and see Files.com as mission-critical. Elevate Onboarding Architects into consultative implementers who deliver seamless deployments.
Files.com is a profitable, founder-led SaaS company powering secure file transfer and automation for 4,000+ brands; they've built a $35M+ business with 70 people.
- Lead churches through onboarding and early adoption of Tithe.ly.
- Host webinars, conduct 1:1 video calls, and support customers via email and chat.
- Empower churches to fully adopt the platform, driving meaningful outcomes and building strong relationships.
Tithely is a fully remote tech company that puts the Church first, serving over 50,000 churches around the world. They deliver world-class, cost-effective technology tools to make the business of the church just a bit easier.
- Lead clinician onboarding and training during customer implementations.
- Turn skeptical, time-strapped clinicians into confident power users through engaging training, hands-on coaching, and thoughtful change management.
- Partner with CS on planning, readiness assessments, and milestones.
Nestmed is an AI documentation platform helping home health clinicians reclaim time while improving care quality and efficiency.
- Provide administrative support across client-facing operations.
- Manage inbound and outbound communications and update CRM systems.
- Maintain regulatory compliance and support cross-department efforts.
Sentry Credit is a company specializing in collections operations.
- Help manage top tier, Fortune 100 client relationships, and account expansion strategies.
- Execute on engagement and delivery strategies for online and in-person training and assessment programs.
- Build and present client-facing delivery reports, including qualitative and quantitative data on student learning, sentiment, and engagement.
Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills.
- Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents.
- Educate customers on best practices and recommended configurations for building effective AI agents.
- Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs.
SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, capable of delivering personalized sales calls, demos, and follow-ups in real time and in multiple languages. The company's platform enables businesses to automate and scale their sales operations. The company has a global workforce of multi-cultural and talented colleagues with amazing growth opportunities for personal development.
In this client-facing role, you will work with digital advertising agency buyers and Life Science companies. You will demonstrate the value that Phreesia could provide to their brands by advertising on our platform. You will generate new business with media buying agencies/AORs/Life Science companies.
Phreesia is committed to helping healthcare organizations succeed in an ever-evolving landscape by transforming the way healthcare is delivered.