Onboarding Coordinator

hace 2 semanas

San Francisco, Heredia, Costa Rica Patientpop A tiempo completo

We are looking for an **Onboarding Coordinator** to help welcome, coordinate and set expectations for our customers during their first experiences with Tebra.
**Your Area of Focus**:

- Welcome new customers and provide the first critical experience to new customers
- Provide superior customer service when engaging with the customer; create engaging and energetic momentum with the customer
- Set proper expectations regarding timeline, points of contact, how to receive help, etc
- Gather requirements, contact information & preferences, value drivers and other preferences relevant to product mix purchased
- Note requirements & preferences in structured fields as well as some unstructured notes
- Identify potential areas of risk if expectations are not aligned, escalate accordingly
- Answer all inbound, warm transfer phone calls from new customers and Account Executives
- Assertively call out to new customers within the first 24 hours if a warm transfer phone call was not possible
- Schedule kick off calls with assigned Onboarding Managers within the first 4-5 days after partnering with Tebra
- Own full end-to-end onboarding of certain accounts in special circumstances
- Embrace a sense of ownership over the customer's experience and success in their first days
- Effectively collaborate internally to leverage resources to ensure the customer's success

**Your Professional Qualifications**:

- 1-2 years of customer facing experience leading or supporting implementations of software solutions
- Experience specifically in SaaS environments in a project coordinator or customer success role a plus
- Minimum English level B2+ CEFR oral and written
- Strong analytical skills, project management or project coordinator background
- Excellent communication skills
- Good negotiation, conflict resolution and influencing skills
- Strong multi-tasking, results oriented skills
- Ability to work in a fast-paced environment
- Must be fluent in English

**#LI-JF1**
- We are 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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