Client Experience Specialist – Onboarding

Job Description: • Lead new clients through the full implementation and onboarding process—including platform setup, configuration, and hands-on training—to ensure a smooth and successful transition onto Carefeed’s platform. • 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 • Customer-Centric and Self-Motivated: A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs. • Tech-Savvy and Detail-Oriented: Comfortable with technical software and capable of understanding and explaining Carefeed’s current solutions and future platform enhancements. • Strong Facilitator and Communicator: Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom. • Proficient in Key Tools: Skilled in Microsoft Word, Excel, Google Docs, and Adobe. Experience with DocuSign and Canva is a plus. • Adaptable and Collaborative: Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change. • Healthcare and SaaS Experience: 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