Customer Onboarding Manager

AxisCare • Waco, TX

1d • Remote

About The Position

The Customer Onboarding Manager (COM) plays a critical role in ensuring new clients have a seamless, high-quality onboarding experience. This position involves working with new clients to configure and set up their AxisCare sites—including integration of EVV and QuickBooks—overseeing data imports from previous systems, and providing expert guidance throughout the onboarding process. As we expand into IDD (Intellectual and Developmental Disabilities) and DDD (Developmental Disabilities Division) markets, the COM will leverage industry expertise to support a broader range of customer needs.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 2 years’ experience as a Customer Onboarding Manager or in a similar customer-facing implementation role.
• Proven experience with EVV configuration and QuickBooks integration (or equivalent accounting systems).
• Experience in project management, including use of project management tools and methodologies.
• Strong understanding of IDD and DDD provider operations and workflows (or ability to quickly gain expertise).
• Excellent written and verbal communication skills.
• Strong analytical skills with attention to detail.
• Demonstrated ability to increase customer satisfaction and retention.
• Ability to manage multiple onboarding projects simultaneously in a fast-paced environment.

Nice To Haves

• Project Management certification (PMP, CAPM, or similar).
• Experience working with home care agencies, especially in both non-medical and IDD/DDD segments.
• Familiarity with additional accounting, payroll, and scheduling software integrations.
• Knowledge of compliance regulations in healthcare and human services.
• Bilingual proficiency.

Responsibilities

• Serve as the primary point of contact for new clients during onboarding, ensuring a smooth and timely transition to AxisCare.
• Configure and set up client sites, including Electronic Visit Verification (EVV) and QuickBooks integration.
• Oversee and manage data migration from clients’ previous software or other storage systems.
• Collaborate with clients to understand their business challenges and tailor onboarding solutions accordingly.
• Apply project management skills to plan, track, and report on onboarding milestones and deliverables.
• Provide phone, email, and/or video assistance for configuration and technical questions as they arise.
• Stay up to date on all AxisCare platform updates and industry-specific requirements, especially those impacting IDD and DDD providers.
• Create and contribute to customer success resources, including Help Center articles, guides, and support videos.
• Partner with internal teams to relay client feedback and suggest product enhancements.
• Serve as a product expert, assisting both customers and internal team members.
• Identify opportunities for upselling or expanding client engagement during onboarding.

Benefits

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career development.
• Flexible work arrangements, including remote work options.
• Health, dental, and vision insurance.
• 401(k) plan with company matching.
• Company will provide laptop and other needed computer equipment.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager