Digital Onboarding Specialist

hace 4 días


San Francisco, Heredia, Costa Rica Tebra A tiempo completo
About the Role

The Digital Onboarding Specialist plays a pivotal role in streamlining the onboarding process for new customers. This position supports the onboarding management team, ensuring that the process is efficient, well-organized, and compliant with team procedures. Effective communication with internal stakeholders and customers is crucial.

Your Key Responsibilities:

  • Support onboarding managers with various tasks necessary to facilitate new customer onboarding, including website page migration, data transfer from sales, and integration setup.
  • Assist the onboarding team with post-launch tasks essential for tracking business performance following onboarding completion.
  • Implement add-on products for existing customers.
  • Maintain regular communication with onboarding managers, providing proactive updates and clear collaboration when needed.
  • Complete assigned tasks within provided Service Level Agreements (SLAs).
  • Demonstrate exceptional problem-solving skills.
  • Offer feedback on processes and developments that can contribute to the department's goals.
Your Professional Qualifications

We seek candidates with:

  • A high school diploma or equivalent (an Associate's or Bachelor's degree in a related field is desirable).
  • 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

Tebra, formed by the union of Kareo and PatientPop, aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Over 100,000 providers trust Tebra to elevate patient experiences and grow their practice. At Tebra, we're building the future of well-being together, driven by compassion and humanity.

Our Values:

  • Start with the Customer: We understand our customers and their patients, putting ourselves in their shoes.
  • Keep It Simple: Healthcare complexity should not be an obstacle; we strive to simplify it for everyone.
  • Stay Entrepreneurial: We reject the status quo, solving problems creatively and persistently.
  • Better Together: Diversity, humility, and collaboration drive our team; we put each other first and win together.
  • Celebrate Success: Life is short, and joy is underrated; we take time to have fun and celebrate successes.
Compensation and Benefits

The estimated salary range for this position is $65,000 - $85,000 annually, depending on location and qualifications. In addition to competitive compensation, Tebra offers benefits, including a wellness and childcare subsidy and a University/Education discount. Our resources support your mental and physical health, such as Obe Fitness and LifeWorks Employee Assistance Program.



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