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
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