Customer Onboarding Team Lead
2 months ago
Remote work: Customer Onboarding Supervisor
Full-time
Intrigma is a SaaS company transforming the healthcare industry by providing hospitals, nursing groups, and physician groups with the most advanced scheduling software. Scheduling is complicated, and our solution simplifies it. We are excited to introduce a powerful AI to assist customers with onboarding. As a result, the successful candidate will play a crucial role in developing our knowledge base and transitioning customers to use this innovative tool.
In the Onboarding Supervisor role, you will deliver stellar onboarding experiences and help lead the transformation of our support department by organizing the team's processes and spearheading the development of an AI-based customer onboarding tool.
Primary Responsibilities:
Customer Onboarding & Training:
Train customers online to use our scheduling software efficiently.
Develop comprehensive onboarding plans and training curriculums.
Create and maintain strong customer relationships by understanding and addressing their needs.
Assist in client account configuration based on specific requirements.
Provide senior technical support for high-priority customers.
Perform demos and configure solutions for prospective customers.
Supervisory Responsibilities:
Monitor the performance includingKPIs and OKRs, of the customer support team representatives to ensure work is completed accurately and efficiently.
Provide onboarding, feedback, and guidance to team members to help them improve their performance.
Ensure adherence to company policies and procedures.
Coordinate training and development opportunities for the support team.
Take responsibility for customer retention and satisfaction through regular check-ins.
Identify and implement process improvements to enhance team efficiency
AI Transformation:
Collaborate with technical and product teams to align AI development with teamand company goals.
Update and maintain the Knowledge Base, video demonstration modules, and other educational content.
Transitioning the onboarding and support team towards working with AI-supervisedinteractions.
Bachelors or Masters degree (preferably in engineering or a related technical field).
4+ years of experience in a SaaS technical role.
2+ years in a supervisory or managerial role.
Experience working in a healthcare technology company is a plus.
Strong technical aptitude and ability to communicate technical concepts to customers and solve problems.
Experience with project management (Project Management Professional certification is a plus).
C1 or fluent inEnglish.
Excellent communication and interpersonal skills.
Experience with AI-based chatbots, automation, or AI more broadly is a significant advantage.
Team building meetups
A team of kind, friendly people passionate about making a difference in healthcare.
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