Coordinator, Onboarding

hace 3 semanas


San Francisco, Heredia, Costa Rica Tebra A tiempo completo

Tebra only initiates contact with candidates via email from an official Tebra email address , , or ) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

About the Role

The Onboarding Coordinator plays a crucial role in the efficient and effective onboarding of new customers. This position supports the onboarding management team and ensures that the onboarding process is smooth, organized, and in compliance with team processes. Proactive and effective communication with internal team members and customers will be key. You will manage multiple tasks at once, so superior organization is critical. The level of customer interaction in this role may vary depending on the business and the larger onboarding team's specific needs.

Your Area of Focus
  • Support onboarding managers with a wide variety of tasks, necessary to support new customer onboarding. This includes but is not limited to website page migration, completing data transfer from sales, and integration set up.
  • Support onboarding team with post-launch tasks, necessary for the business to track performance following onboarding completion
  • Implement add-on products for existing customers
  • Maintain regular communication with onboarding managers, providing proactive updates and clear communication when collaboration is needed
  • Complete all assigned tasks within provided SLAs
  • Demonstrate exceptional problem solving
  • Give feedback on process/ developments that can help the department achieve their goals
Your Professional Qualifications
  • High school diploma or equivalent (Associate's or Bachelor's degree in a related field is a plus)
  • Proven experience in administrative or coordinator roles, particularly in customer onboarding or customer service
  • Strong organizational and multitasking abilities
  • Excellent communication and interpersonal skills
  • Attention to detail and a commitment to data accuracy
  • Proficiency in customer relationship management (CRM) software and other relevant onboarding tools
  • Knowledge of company products or services, as well as onboarding processes
  • Technical aptitude
About Tebra

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra.

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we're building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

Our ValuesStart with the Customer

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits

To assist with all of life's needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

#LI-SS1 #LI-Hybrid


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