Onboarding Specialist

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.