Customer Onboarding and Product Specialist

Summary

Join Blueprint as a Customer Onboarding & Product Specialist and empower therapists by helping them understand and adopt our AI-powered assistant. You will conduct pre- and post-signup calls, providing product demos, answering questions, and guiding therapists through the onboarding process. This entry-level role involves customer engagement, product education, and light consultative selling. You'll work remotely within the U.S. or Canada, contributing to a high-impact team focused on improving mental healthcare. The role requires excellent communication, tech-savviness, and strong organizational skills. Blueprint offers a competitive salary, equity, comprehensive benefits, and a remote-first culture.

Requirements

• Bachelor's degree in a marketing, communications, business or social science field
• Excellent communication skills—you’re patient, clear, and great at explaining technology to non-technical users
• Comfort with fast-paced environments—this is a high-volume, execution-driven role
• Empathy for therapists—you understand (or are eager to learn about) the unique challenges they face in their work
• Tech-savviness—you can quickly learn new tools, manage HubSpot, and confidently demo SaaS products
• Ability to drive action—you’re not selling, but you know how to guide people toward next steps (like signing up)
• Strong organization skills—you can manage multiple calls per day and track follow-ups properly

Responsibilities

• Handle inbound scheduled consult calls from therapists interested in Blueprint
• Deliver 15-minute solo-practitioner calls and 30-minute small-group calls tailored to their needs
• Answer questions about product features, security, and workflow integration to address therapist concerns
• Give live walkthroughs of the AI Assistant, demonstrating how it saves time and enhances care
• Encourage therapists to sign up for a free trial and experience Blueprint firsthand
• Identify high-potential users and guide them on how to bring Blueprint to their practice leaders, positioning group adoption as a strategic next step
• Help new users get started quickly and successfully integrate Blueprint into their workflow
• Provide Q&A support, workflow guidance, and best practices for maximizing the AI Assistant
• Ensure users understand pricing, trial limits, and upgrade options to support conversion
• Educate therapists on how to advocate for Blueprint within their practice to encourage broader adoption
• Identify and engage warm prospects who show potential for group adoption
• Coach individual therapists on how to introduce Blueprint to their practice leaders
• Follow up with engaged users to support internal buy-in and drive practice-wide contracts
• Research each contact in HubSpot before the call to understand their past interactions, lead form details, and any support history
• Check HubSpot and Slack to see if they’ve engaged with our team before
• Log all meetings and track outcomes in HubSpot (completed, canceled, rescheduled, etc.) to ensure clear follow-ups and data-driven insights

Benefits

• Competitive salary and equity
• 100% remote – no office, no commuting
• Health, dental, and vision insurance, with 75% of your premium covered by Blueprint
• Semi-annual team gatherings (in Chicago!)
• Unlimited PTO
• Opportunities to grow with the company and shape our product
• Hardworking, mission-driven, friendly coworkers