Client Experience Specialist – Onboarding

Remote Full-time
Job Description: • Guide clients through implementation and onboarding, ensuring they feel confident and supported • Lead new clients through the full implementation and onboarding process—including platform setup, configuration, and hands-on training • Facilitate virtual training sessions and confirm users are confident navigating the system • Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding • Develop and customize initial platform solutions to align with each client’s specific needs and workflows • Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed • Track client trends, pain points, and product usage to identify opportunities to improve adoption • Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement Requirements: • Bachelor’s Degree in a relevant field • 3+ years of experience in a similar client success, customer service, or technical support role • A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs • Comfortable with technical software and capable of understanding and explaining Carefeed’s current solutions and future platform enhancements • Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom • Skilled in Microsoft Word, Excel, Google Docs, and Adobe. Experience with DocuSign and Canva is a plus • Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change • Familiarity with the healthcare industry and experience working with SaaS solutions, CRM systems, and client onboarding/training are highly desirable. Benefits: • Comprehensive medical, dental, and vision insurance to support your health and well-being • 401(k) plan to help you plan for the future • Paid vacation, sick time, and company-paid holidays to support work-life balance • A culture that values growth and development, with opportunities to grow your career as we scale Apply tot his job
Apply Now

Similar Opportunities

Client Onboarding Manager

Remote

Senior Product Manager – SaaS

Remote

Remote Product Manager (PM) – Full‑Time Remote Role for SaaS Platform – Portage, Michigan – $110k‑$140k USD – Senior‑Level – Agile, OKR, JIRA, Figma

Remote

Senior Software Engineer - Support Tools

Remote

Sales Consultant- Remote (Select states only)

Remote

Solution Architect - Enterprise SaaS - US (34569)

Remote

Solutions Architect, US

Remote

Technical Support & Coordinator - AI Saas Company (EST)

Remote

P&C Sales Consultant, Business Protection Solutions (Remote in CST), Regions

Remote

Remote Sales Consultant jobs – Full‑Time Remote Inside Sales Specialist for Parma Heights, Ohio – Consultative Selling, Salesforce & HubSpot Expertise, $70‑$95K OTE

Remote

Entry Level Call Center Support (Remote / No Phone Calling)

Remote

**Experienced Customer Service Consultant – Remote Travel Industry Expert**

Remote

Experienced Part-time Chat Specialist for Automotive and Recreational Vehicle Sales, Service, and Finance – Representing blithequark Dealer Clients and Providing Exceptional Customer Service in a Dynamic and Tech-Savvy Environment

Remote

Experienced Remote Data Entry Clerk – Entry Level Opportunity for Career Growth and Development in a Dynamic Virtual Environment

Remote

Compliance Analyst ( Hybrid – New York City)

Remote

Experienced Part-Time Data Entry Specialist for Delta Airlines – Remote Work Opportunity with Competitive Pay and Benefits

Remote

**Experienced Junior Data Entry Clerk – Entry-Level Opportunity for Remote Data Processing Professionals**

Remote

Remote Retention and Customer Service Representative

Remote

**Experienced Full Stack Customer Service Representative – Remote Work Opportunity at blithequark**

Remote

: Sr. Merchandiser – Women’s Accessories and Jewelry

Remote
← Back to Home