Client Experience Specialist, Onboarding at Carefeed
United States
<p><strong><span data-contrast="auto">About Us: </span></strong>Carefeed is the platform senior living and long-term care providers use to bring order, clarity, and calm to their day. By replacing paper, calls, and disconnected tools with an all-in-one platform, Carefeed digitizes and automates the work that takes teams away from residents and families.</p> <p>Carefeed works alongside existing EHR and HR systems and supports the way providers already operate. It reduces strain, keeps communities organized, and gives staff the time and confidence to focus on what matters most. Providers choose Carefeed because it is simple to learn, powerful in practice, and built for the realities of multi-community care.</p> <p>Trusted by thousands of communities across the US and Canada, Carefeed helps every organization deliver a better experience for residents, families, and the teams who care for them.</p> <p><strong><span data-contrast="auto">About the Opportunity: </span></strong><span data-contrast="auto">The </span><span data-contrast="auto">Client Experience Specialist</span><span data-contrast="auto"> (CXS), Onboarding plays a critical role in welcoming new clients to Carefeed and setting them up for long-term success. You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption, playing a key role in client satisfaction, long-term retention, and overall product engagement. </span><span data-contrast="auto"> </span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":60,"335559740":288}"> </span></p> <p><strong><span data-contrast="auto">Key Responsibilities: </span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":60,"335559740":288}"> </span></p> <p><strong><span data-contrast="auto">Client Onboarding & Training</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559685":0,"335559738":0,"335559739":60,"335559740":288}"> </span></p> <ul> <li><span data-contrast="auto">Lead new clients through the full implementation and onboarding process—including platform setup, configuration, and hands-on training—to ensure a smooth and successful transition onto Carefeed’s platform.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":0,"335559739":60,"335559740":288}"> </span></li> <li><span data-contrast="auto">Facilitate virtual training sessions and confirm users are confident navigating the system.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> </ul> <p><strong><span data-contrast="auto">Ongoing Client Support & Relationship Management</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> </ul> <p><strong><span data-contrast="auto">Client Communication & Documentation</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></p> <ul> <li><span data-contrast="auto">Develop and customize initial platform solutions to align with each client’s specific needs and workflows. </span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> <li><span data-contrast="auto">Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> </ul> <p><strong><span data-contrast="auto">Client Experience Optimization</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></p> <ul> <li><span data-contrast="auto">Track client trends, pain points, and product usage to identify opportunities to improve adoption.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> <li><span data-contrast="auto">Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335559738":240,"335559739":240,"335559740":288}"> </span></li> </ul> <p><strong><span data-contrast="auto">Required Skills: </span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335559739":60,"335559740":288}"> </span></p> <ul> <li><strong><span data-contrast="auto">Customer-Centric and Self-Motivated:</span></strong><span data-contrast="auto"> A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs.</span><span data-ccp-props="{}"> </span></li> <li><strong><span data-contrast="auto">Tech-Savvy and Detail-Oriented:</span></strong><span data-contrast="auto"> Comfortable with technical software and capable of understanding and explaining Carefeed’s current solutions and future platform enhancements.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> <li><strong><span data-contrast="auto">Strong Facilitator and Communicator:</span></strong><span data-contrast="auto"> Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> <li><strong><span data-contrast="auto">Proficient in Key Tools:</span></strong><span data-contrast="auto"> Skilled in Microsoft Word, Excel, Google Docs, and Adobe. Experience with DocuSign and Canva is a plus.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> <li><strong><span data-contrast="auto">Adaptable and Collaborative:</span></strong><span data-contrast="auto"> Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> <li><strong><span data-contrast="auto">Healthcare and SaaS Experience:</span></strong><span data-contrast="auto"> Familiarity with the healthcare industry and experience working with SaaS solutions, CRM systems, and client onboarding/training are highly desirable.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> </ul> <p><strong><span data-contrast="auto">Qualifications:</span></strong><span data-ccp-props="{"201341983":0,"335559685":0,"335559739":60,"335559740":288}"> </span></p> <ul> <li><span data-contrast="auto">Bachelor’s Degree in a relevant field</span><span data-ccp-props="{"201341983":0,"335559739":60,"335559740":288}"> </span></li> <li><span data-contrast="auto">3+ years </span><span data-contrast="auto">of experience in a similar client success, customer service, or technical support role</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> </ul> <p><strong><span data-contrast="auto">What You’ll Love:</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":60,"335559740":288}"> </span></p> <ul> <li><span data-contrast="auto">Join a fast-growing startup making a real impact in the lives of senior care providers and their communities </span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":0,"335559739":0}"> </span></li> <li><span data-contrast="auto">Comprehensive medical, dental, and vision insurance to support your health and well-being </span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li> <li><span data-contrast="auto">401(k) plan to help you plan for the future </span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li> <li><span data-contrast="auto">Paid vacation, sick time, and company-paid holidays to support work-life balance </span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li> <li><span data-contrast="auto">A culture that values growth and development, with opportunities to grow your career as we scale</span><span data-ccp-props="{}"> </span></li> </ul> <p><strong><span data-contrast="auto">Work Location: </span></strong><span data-contrast="auto">Full Remote based in the USA</span></p> <p><em><span data-contrast="auto">Carefeed provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</span></em><span data-ccp-props="{}"> </span></p>
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