Client Experience Specialist, Onboarding

Carefeed • Cincinnati, OH

18h • Onsite

About The Position

The Client Experience Specialist (CXS), Onboarding plays a critical role in welcoming new clients to Carefeed and setting them up for long-term success. You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption, playing a key role in client satisfaction, long-term retention, and overall product engagement.

Requirements

• Customer-Centric and Self-Motivated: A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs.
• Tech-Savvy and Detail-Oriented: Comfortable with technical software and capable of understanding and explaining Carefeed’s current solutions and future platform enhancements.
• Strong Facilitator and Communicator: Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom.
• Proficient in Key Tools: Skilled in Microsoft Word, Excel, Google Docs, and Adobe.
• Adaptable and Collaborative: Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change.
• Healthcare and SaaS Experience: Familiarity with the healthcare industry and experience working with SaaS solutions, CRM systems, and client onboarding/training are highly desirable.
• Bachelor’s Degree in a relevant field
• 3+ years of experience in a similar client success, customer service, or technical support role

Nice To Haves

• Experience with DocuSign and Canva is a plus.

Responsibilities

• Lead new clients through the full implementation and onboarding process—including platform setup, configuration, and hands-on training—to ensure a smooth and successful transition onto Carefeed’s platform.
• Facilitate virtual training sessions and confirm users are confident navigating the system.
• Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding.
• Develop and customize initial platform solutions to align with each client’s specific needs and workflows.
• Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed.
• Track client trends, pain points, and product usage to identify opportunities to improve adoption.
• Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement.

Benefits

• Comprehensive medical, dental, and vision insurance to support your health and well-being
• 401(k) plan to help you plan for the future
• Paid vacation, sick time, and company-paid holidays to support work-life balance
• A culture that values growth and development, with opportunities to grow your career as we scale

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees