The complete job description for Patient Prism:
Our thriving SaaS business is on the cutting edge of technology; dedicated to using AI to improve the performance of marketing, sales, and operations in order to increase customer engagement. Patient Prism’s ability to rapidly evolve and adapt has created demand for our software in numerous other industries, despite the fact that it is most easily recognized in the healthcare sector. Our goal is to provide cutting-edge solutions that help customers become more productive and profitable.

At Patient Prism, a diverse and dedicated workforce that collaborates to solve problems is the driving force behind success. We cultivate a culture based on kindness, inclusion, and respect by working together to create a supportive setting where everyone can develop.

Description of Job:

We are looking for an Onboarding Success Engineer who is personable, well-organized, and proactive to join our team. This position is very important for making sure that our new clients have a positive, easy-to-understand, and smooth onboarding process.

During this crucial stage of the client journey, the individual will be in charge of proactive management of all aspects of client onboarding.

Principal Obligations:

Manage and maintain HubSpot tickets, tracking client progress by creating, updating, and moving tickets through various pipeline stages.

Primary oversight of the client journey between contract signing and adoption. Ensure that all aspects of the onboarding process are fully executed effectively and efficiently.

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Maintain accurate records, update ticket statuses as necessary, and report on any significant trends or anomalies that arise.

Drive telephony operations by ensuring accuracy and efficiency in addressing client inquiries regarding the tracking number system, submitting port requests for new phone numbers, and troubleshooting telephony issues for both new and existing clients. Communicate with clients via emails, virtual meetings, calls, and chats to address inquiries, provide updates, and ensure a smooth onboarding experience. Deliver consistent visual, verbal, and written communications that uphold the company’s reputation for customer-focused support and reflect professionalism. Throughout the onboarding process, provide prompt and effective responses to ensure high levels of satisfaction and retention.

Perform cross-functional collaboration with a variety of teams to facilitate a coordinated approach to client onboarding. Prepare technical documentation and reports for stakeholders both internal and external.
Recognize open doors for process improvement and examine potential execution changes to upgrade the client experience.

Perform additional responsibilities as assigned or determined in accordance with the company’s growth requirements.

Structure of the Report:

The Director of Technical Operations oversees this position.

Experience and Education:

Degree in information technology or telecommunications engineering, or work experience of at least four years. Any telecom-related training programs and certifications, such as Cisco’s CCNA, VoIP certifications, or any vendor-specific certifications, are advantageous.
proficiency or adaptability in CRM software like HubSpot.
Excellent verbal, visual, and written communication skills
Dedicated to the smallest of details, adept at solving problems, and able to adjust to new situations.
a team player with strong interpersonal skills and a positive attitude.
ability to change quickly and follow changes as a part of a growing startup company.
a goal-oriented individual who is able to effectively manage their time and tasks from a distance.

What We Provide:

a dynamic and completely remote work environment.
Package of benefits and a competitive salary.
Opportunities for professional development and growth
a culture of cooperation and support within the team.
Join our team and lend your expertise to exciting, significant projects!
Through Indeed, candidates who feel well-suited to our job description and organizational standards can apply. Please include a current resume as well as any licenses or certifications that may assist us in making a hiring decision. Although cover letters are not required for a submission to be considered, they are read and appreciated. Three business-related references will be requested of applicants selected for interview. Before being hired, everyone on the team must agree to a background check. We appreciate your interest in working with us.

Patient Prism welcomes applications from all qualified individuals and is an equal opportunity employer that values diversity in its workforce.

Type of job: Paid Full-Time: Benefits: $45,000 to $57,000 per year

Dental insurance through a 401(k), health insurance through a health savings account, life insurance through paid time off, and vision insurance

Workplace for Monday through Friday: Remote

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