Client Onboarding Specialist

November 7

Apply Now

Receive Emails with Similar Jobs

CareMetx, LLC

WebsiteLinkedInAll Job Openings

Technology solutions for life sciences • Mobile and dashboard solutions • Specialty Hub services • Data analysis and reporting

501 - 1000

Description

• Manage the onboarding process for new clients, ensuring a smooth and efficient transition to PX Technology’s prior authorization solution. • Conduct detailed needs assessments to understand client requirements and tailor the onboarding process accordingly. • Provide comprehensive training sessions to medical practice staff on our prior authorization software. • Guide clients through the setup and configuration of the software, addressing any technical issues that arise. • Collaborate with internal teams, including product development and customer support, to resolve any client concerns promptly. • Ensure all necessary data and system integrations are completed accurately and on time. • Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding process. • Monitor client progress and provide ongoing support to ensure successful adoption of the software. • Gather client feedback and provide insights to internal teams to drive continuous improvement of our solutions. • Create and maintain detailed documentation of the onboarding process, including client-specific configurations and training materials. • Reports on onboarding progress, client satisfaction, and any issues encountered to the Director of Account Management. • Performs any other duties as assigned by management.

Requirements

• Bachelor’s degree in Healthcare Administration, Information Technology, Business, or a related field preferred. • Minimum of 3 years of experience in client onboarding, implementation, or customer success roles, preferably in the healthcare or software industry. • Experience with prior authorization processes and medical practice administration is highly desirable. • Proficient in Microsoft Office Suite and CRM software.