Customer Onboarding Specialist at Salonkee leading client onboarding and providing software training. Collaborating with sales, support, and product development for seamless customer experiences.
About the role
- Onboarding Specialist I assisting patients and caregivers with enrollment in the CDS program. Providing guidance and support through required documentation and orientations for a healthcare company.
Responsibilities
- Work with patients' chosen caregivers to guide them in submitting required documentation
- Schedule and conduct remote orientations with patients and caregivers
- Submit all tax applications to the proper agencies
- Complete background checks and follow up on results
- Communicate and facilitate the process to the point of enrollment completion
- Adhere to a revolving monthly client service and compliance standard
- Effectively input and update case file and account data within Salesforce CRM tool
- Manage call dashboards and reporting to assist in managing assignments
Requirements
- At least 1 year of previous experience in a fast-paced customer service role
- Proven Exceptional Customer Service experience
- Experience in high-volume inbound and outbound call environment
- Strong customer focus and adaptability to different personality types
- Ability to multitask, set priorities and manage time effectively
- Build sustainable relationships and engage patients/caregivers by resolving issues/concerns
- Must have poise and patience when dealing with customers
- Strong phone and verbal communication skills along with active listening skills
- Attention to detail and data accuracy
- Ability to meet and/or exceed weekly targets or metrics
- Excellent communication (written and verbal) and organization skills
- Effective time management, prioritization, and multitasking skills
- Proactive with a commitment to excellence in your work
- Flexibility and openness as the role and responsibilities may change as we grow
- Previous experience managing multiple schedules
Benefits
- Competitive compensation
- Medical benefits
- Retirement plans
- Wellness programs
- Fun company events
- Ongoing learning opportunities
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