Onboarding Manager, NexHealth

• 2–4 years of experience in a customer-facing onboarding, implementation, or customer success role at a SaaS company
• Available to be on-site a minimum of two days per week
• Experience implementing technical products, including guiding customers through software setup, integrations, training or process configuration
• Ability to consult with customers to understand their goals, recommend best practices, and drive business outcomes
• Proven ability to manage multiple projects concurrently, onboarding projects
• Excellent written and verbal communication skills
• Experience using CRM or project management tools such as Salesforce, HubSpot, Asana, or Trello
• High technical aptitude with the ability to quickly learn complex software systems, troubleshoot configuration issues, and communicate technical concepts to non-technical users
• Experience working with small businesses or healthcare customers, particularly those with limited technical resources

Desirable

• It’s an incredibly exciting time to join the Onboarding Team at NexHealth! With our business accelerating rapidly, we’re creating scalable processes that will define the foundation for Customer Success in our high-growth environment
• This team is built for operators who are eager to tackle high-impact challenges and build the future of onboarding at scale
• As we grow, the demand for structured, effective onboarding has outpaced the scope of traditional responsibilities—requiring innovation, operational excellence and a deep understanding of how our product helps our customers achieve their goals
• If you're ready to leave your current role to dive into a rapidly scaling startup, drive meaningful impact, and design the strategies that will elevate our entire customer journey, this is the opportunity for you
• Join us to be a core part of a fast-paced, mission-driven team where you’ll build, lead, and shape onboarding processes that make a tangible difference for our customers and our company
• Lead onboarding for new medical practice clients, ensuring a smooth 30-day setup process that includes installation, customization, training, and consultation
• Deliver a high-touch, "white glove" experience from the moment of purchase to full adoption, setting a positive first impression and building a foundation for long-term customer satisfaction
• Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges
• Collaborate closely with cross-functional teams to ensure that onboarding aligns with customer goals and maximizes their ability to leverage our product effectively
• Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction