Onboarding Specialist

Summary

Join our client, an Australian health and wellbeing marketplace company, as an Onboarding Specialist! You will facilitate seamless onboarding for health businesses integrating with our platform. Key responsibilities include conducting onboarding sessions, supporting calendar syncing, developing training materials, troubleshooting technical issues, and building strong client relationships. The ideal candidate possesses strong communication and problem-solving skills, experience with practice management software, and the ability to manage multiple projects. This is a permanent, full-time, work-from-home position offering annual leave, HMO, and adhoc bonuses.

Requirements

• Strong communication skills, with the ability to explain complex processes in a clear and professional manner
• Experience working with practice management software, CRMs, or similar platforms
• Highly organised, with the ability to manage multiple onboarding projects simultaneously
• Strong problem-solving skills and attention to detail
• Ability to work collaboratively across teams, including Sales, Marketing, and Product

Responsibilities

• Conduct Zoom or phone-based onboarding sessions to assist clients with platform setup and integrations with confidence
• Support health clinics in syncing their calendars and managing their business dashboard
• Develop training materials, including video tutorials, FAQs, and written guides
• Troubleshoot technical issues in collaboration with the technical team
• Build strong client relationships to ensure they feel supported and confident using the platform
• Gather client feedback and share insights to improve the onboarding experience
• Take initiative in identifying opportunities to enhance onboarding procedures and lead relevant projects

Preferred Qualifications

Previous experience in a client-facing onboarding, account management, or customer support role

Benefits

• Permanent work-from-home set-up
• Dayshift (Australian business hours)
• Full-time job
• Annual leave
• HMO
• Adhoc Bonus