Onboarding Specialist
Heredia, CR
hace 2 días

The Position

Onboarding Specialist

What We Need

An Onboarding Specialist to help onboard and support our customers during Implementations.

Your Area of Focus

  • Be the single point of contact owning the customer’s success during this critical time in the customer’s life-cycle and will assertively drive action to ensure that success
  • On-board our new customers to the Kareo platform. This is a high-impact role that will make a meaningful difference in customer loyalty and success
  • Conduct requirements gathering and customer needs analysis and utilize tailored onboarding plans that fits the customer’s profile
  • Map customer needs to available solution sets
  • Create appropriate project materials and artifacts to track and communicate out project status
  • Effectively collaborate internally to leverage resources to ensure the customers success
  • Help establish and continually refine Best Practice implementation process and procedures
  • Provide superior customer service when engaging with the client
  • Provide easy and clear instructions during one on one training sessions, follow up calls and on-demand requests
  • Effectively work with customers to up sell additional products and services that add value to our customers that will help them achieve their desired business goals and outcomes

Your Professional Qualifications

  • Experience specifically in business to business SaaS environments in a project management or customer success role
  • Several years of customer facing experience leading implementations of software solutions
  • Strong project management experience and organizational skills
  • Ability to plan, execute and control a project, establishing realistic estimates and reporting metrics
  • Excellent communication skills
  • Strong negotiation, conflict resolution and influencing skills
  • Strong multi-tasking, results oriented skills
  • Ability to work in a fast-paced environment


Our Values

  •  Passionate - Be Passionately Driven: We take pride in our work, inspire others to excel, and are dedicated to solving tough problems in healthcare. We hold ourselves to the highest standards. And we work with urgency because what we do matters.
  •  Customer-Focused - Dedicated to Customer Success: Helping our customers succeed directs every action we take. We’re committed to helping their practices run smoother so their patients can thrive. We are solution-oriented and aligned with their needs.
  •  Collaborative - Together We’re Better: Great teams are collaborative, selfless, hardworking, and dedicated. We are willing to do what it takes to get the job done so we can accomplish more together.
  • Growing - Constant Growth: We strive to have a growth mindset in all we do. We reject the status quo. We take a unique approach and make every effort to bring clarity to a needlessly complex industry. We are creative problem solvers that believe in making things better.


Kareo is an equal opportunity employer.  All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.



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