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What You'll Do:
- Own and lead the onboarding journey for new clients, delivering a structured, predictable, and delightful experience.
- Create customized onboarding plans based on client goals, practice workflows, and operational requirements.
- Train and empower clients with best practices to increase adoption and enable self-sufficiency.
Who You Are:
- Exceptionally organized and proactive, with 3+ years of experience in onboarding, implementation, or customer success.
- Confident communicator with strong presentation skills, comfortable presenting on Zoom or in front of a group.
- Tech-savvy and quick to learn new tools, with a detail-oriented commitment to quality.
How Success is Measured:
- Time to Value: How quickly clients recognize meaningful value from Intiveo.
- Days in Onboarding: Completion of milestones within expected timelines.
- Adoption Metrics: Early usage and adoption of core features by go-live.
Intiveo
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.