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    Onboarding Specialist - Jupiter, United States - Red Spot Interactive

    Red Spot Interactive
    Red Spot Interactive Jupiter, United States

    3 weeks ago

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    Description

    Title:
    Onboarding Specialist


    Department:
    Customer Success

    Reports to:
    Vice President and General Manager

    Location:
    Jupiter, FL


    Type:
    Full Time


    About Red Spot Interactive:
    RSI is a leading provider of CRM and marketing automation solutions tailored specifically for the healthcare industry.

    Our innovative, end-to-end patient acquisition and retention software platform helps medical practices streamline their patient management processes, enhance patient engagement, and improve overall operational efficiency.


    Job Description:
    RSI is seeking an experienced and results-driven individual to help build and lead a dynamic team of onboarding specialists.

    You will play a critical role in ensuring the successful implementation and integration of our CRM and marketing automation software for new clients, while also driving internal process improvements and optimizing departmental performance.


    Responsibilities:

    Client Onboarding:
    Lead the onboarding process for new clients, including information gathering, kick-off and recurring meetings, and resource management.

    Platform Configuration:

    Configure the CRM platform according to the unique needs and preferences of each client, ensuring all settings, workflows, and automations are optimized for their specific requirements.


    Integrations and Data Migration:

    Coordinate the integration of client practice management, VOIP, marketing, and merchant processing systems into our platform, ensuring data integrity and accuracy throughout the process.


    Training and Support:

    Coordinate comprehensive training sessions with clients and internal training staff on how to effectively use the RSI platform, including best practices around automation, workflow management, and reporting.


    Troubleshooting:

    Act as a primary point of contact for clients during the onboarding process, addressing any technical issues or concerns promptly and efficiently.


    Documentation:
    Create and maintain detailed documentation of client configurations, customizations, and training materials for future reference.

    Collaboration:

    Work closely with cross-functional teams, including sales, customer success, and product engineering to continually improve the onboarding process and ensure a seamless onboarding experience for clients.


    Requirements:
    Proven experience (5+ years) in SaaS product implementation, preferably in the healthcare, CRM, or Marketing Automation industry.
    Excellent communication skills, with the ability to effectively convey technical concepts to non-technical stakeholders.
    Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously in a fast-paced environment.
    Customer-focused mindset with a dedication to providing exceptional service and support to clients.
    Ability to work independently and collaboratively within a remote team environment.
    Bachelor's degree in Business Administration, Information Technology, or a related field a plus.


    Preferred / Nice-to-have Qualifications:
    Experience working with
    Salesforce, HubSpot, Marketo, Zoho, or other CRM platforms
    Netsuite, Clarizen, Monday or other project management software
    Nextech, Modernizing Medicine, Athena or other practice management software
    VoIP / Contact Center solutions
    Google Ads, Meta Ads, Zapier or other no/low-code workflow solutions


    Why Join Us:


    At RSI, you'll have the opportunity to make a meaningful impact in the healthcare industry by helping medical practices leverage technology to improve patient care and streamline operations.

    Position offers high-exposure to senior leadership and provides an opportunity for rapid growth within the company at a personal and financial level.

    We offer competitive compensation, bonus program (based on net customer retention), flexible remote work options, and a collaborative team environment where your contributions are valued and recognized.

    Competitive benefits regarding 401k, Insurance, and PTO.

    #J-18808-Ljbffr
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