Customer Onboarding Specialist

SimplePractice
United States
Full timeUSD 58,000 - 65,000 annuallyFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: bachelorsSkills: ["Verbal communication","Problem-solving","Customer focus","Empathy","Organization","Self-management","Multitasking","Written communication"]

Own the onboarding and education experience for SimplePractice customers, driving adoption and retention through live calls, webinars, and email training. Build deep product knowledge to recommend solutions aligned to each customer’s workflows, troubleshoot complex questions, and triage support emails to the right CS team members. Identify patterns and knowledge gaps, communicate potential issues to leadership, and help uncover opportunities for upgrades and paid add-on feature adoption.

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FursaFursa
SimplePractice
SimplePractice
1 day ago

Customer Onboarding Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 51 minutes agoStatus: Live

Job Summary

Own the onboarding and education experience for SimplePractice customers, driving adoption and retention through live calls, webinars, and email training. Build deep product knowledge to recommend solutions aligned to each customer’s workflows, troubleshoot complex questions, and triage support emails to the right CS team members. Identify patterns and knowledge gaps, communicate potential issues to leadership, and help uncover opportunities for upgrades and paid add-on feature adoption.
Location: United States
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Drive customer adoption through onboarding and education programs.
  • •Increase customer engagement and adoption using support channels including emails, live onboarding calls, and webinars.
  • •Stay up-to-date on technical releases and customer education to evolve with product changes.
  • •Use product knowledge to recommend solutions based on each customer’s workflows and troubleshoot complex questions.
  • •Identify patterns in incoming support and inform leadership, while contributing to adoption and retention goals including upgrades and paid add-on adoption.

Pay and Benefits

Salary: USD 58,000 - 65,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •2+ years of experience in customer support or the service industry serving a diverse, professional customer base.
  • •Bachelor’s degree from an accredited college/university or equivalent experience.
  • •Exceptional verbal communication skills and confidence speaking with customers.
  • •Strong sense of urgency to complete work efficiently and accurately.
  • •Comfort working with many computer-based programs and tools simultaneously (e.g., Slack, Notion, Zendesk).
Experience:2+ yearsCustomer supportService industryHealth tech
Education:Bachelor's
Skills:Verbal communicationProblem-solvingCustomer focusEmpathyOrganizationSelf-managementMultitaskingWritten communication
Languages:English
Tech Stack:SlackNotionZendeskGoogle DocsOnceHubVideo-conferencing

Company Brief

SimplePractice
Provides practice management and telehealth software for behavioral health and wellness professionals, offering scheduling, billing, documentation, and secure telehealth services to streamline clinical workflows.
Industry: HealthTech
Headquarters: Lehi, United States
Founded: 2012
WebsiteLinkedIn