The role of Customer Onboarding Specialist is the front-line of the Customer Success team here at BetterHealthcare (BHC). Reporting directly to the Sr. Director, Account Management, you will take ownership of these crucial first steps of our most important customers, helping them implement BHC suite of tools to solve for their business's biggest challenges.
As a pivotal cross-functional role, you will partner with sales, customer success, product, and engineering to ensure our customers are able to maximize the return on their BHC investment and build a strong foundation for future growth.
As an entry-level position, this is an opportunity to specialize and grow into additional responsibilities across customer success, sales, and/or marketing. As one of the first Customer Onboarding Specialists, you will have an outsized impact on the company, shaping and developing the customer experience and the CS team as a whole. Specific responsibilities include onboarding new accounts, providing guidance for optimization of new accounts, periodic health check-ins of current accounts, customer advocacy, and strategic roll outs of new features for upselling.
This position has an emphasis on customer relationships and this individual will play a critical role in client retention and revenue growth. In order to keep customers on track and successful, superior organizational skills and keen attention to detail are required. The ideal candidate will bring a passion for connecting with people, helping customers leverage technology to grow their business, and conveying pertinent customer feedback to the BHC team to enhance the existing product line. A superb customer success representative is integral to the company’s growth and happiness.
The ideal candidate is comfortable picking up the phone and calling customers, task orientated, collaborative, adaptable to change, and excited to go above and beyond for customers. Exceptional ability to use critical thinking and analytical skills to support a variety of clients. This position requires the ability to review and present analytics in a clear concise manner to the customer to help determine ROI and upsell additional features and product lines. Other key requirements and skills are listed below:
BetterHealthcare is a one-of-a-kind technology company that specializes in connecting the patient, provider, and payer through an interoperable platform. Our team is comprised of highly motivated individuals passionate about increasing and improving access to healthcare services. In the last year, we expanded from physical therapy into the Renal Care and Applied Behavior Analysis verticals, while simultaneously transforming our data collection and analysis capabilities. We led implementations of leading data tools, including Salesforce, Segment, Google Analytics, Snowflake, and Looker. This culminated in bringing a first-of-a-kind data product to the healthcare market that visualizes the patient experience from the time they decide to see a provider through the actual appointment. Through this information we are empowering our customers to better serve their patients and improve outcomes.