Blueprint to Practice Automation Hiring for Onboarding Specialist at Remote Full Time

Job Summary:

As an Onboarding Specialist, you will be an instrumental part of ensuring the overall success of the onboarding process for every new doctor and staff member that enters our program. You will work closely with the CSM and Sr. Onboarding Specialist to ensure the continuous delivery of an exceptional customer experience throughout the onboarding process and beyond. You will facilitate each customer’s progress through our onboarding program by tracking our client’s progress and scheduling and attending their onboarding calls. You will be recognized as a knowledgeable and trustworthy source of information regarding BPA and our products throughout the process. You will be a crucial component in answering or directing the customer’s questions to ensure a fast and accurate response is obtained. This could include communication via email, phone, text, zoom, private Facebook Group, or any other source of communication the client may use. You will help identify potential areas of improvement in the process through your examination or by direct customer feedback.

Essential duties and responsibilities:

• Ensure every new doctor and their staff are fully onboarded using the onboarding outline provided

• Deliver world-class customer service to ensure an outstanding customer experience

• Ensure accurate data entry into CRM for future customer engagement touchpoints

• Utilize and improve upon templated decks to aid in live zoom meetings

• Direct the introduction/exit on onboarding strategy zoom meetings

• Continue development of processes and touchpoints to increase overall customer experience

• Direct the flow of communication between an onboarding customer and other BPA staff to ensure a fast and accurate response is obtained

Job Requirements:

• 1-3 years experience in a Customer Facing environment

• CRM software experience (data entry, report building)

• Exceptional communication skills (written and verbal)

• Keynote, Powerpoint experience

• Ability to multitask and prioritize multiple streams of information

• Capability to gain trust and credibility by addressing customer’s needs and concerns

• A passion for benefitting customers and a desire to serve their needs

• Willing to travel quarterly for company-hosted events

Job Type: Full-time

Pay: $40,000.00 – $50,000.00 per year

Benefits:

• Flexible schedule
• Paid time off

Schedule:

Supplemental Pay:

Experience:

• Customer service: 1 year (Required)
• CRM software: 1 year (Required)
• Microsoft Powerpoint: 1 year (Preferred)
• Data entry: 1 year (Required)
• Employee orientation: 1 year (Preferred)

Work Location: Remote