Onboarding Specialist - Recura

PatientNow • New York, NY

42d • $70,000 - $90,000

About The Position

The Onboarding Specialist is responsible for leading customers through the setup and configuration of our AI receptionist solution. This includes managing onboarding timelines, configuring integrations, training end users, and ensuring a seamless transition to our platform.

Requirements

• 2–4 years of experience in SaaS onboarding, implementation, or customer success roles
• Strong technical and analytical skills — able to configure and troubleshoot SaaS platforms and integrations
• Excellent written and verbal communication abilities with a customer-first mindset
• Experience managing multiple onboarding projects simultaneously
• Familiarity with CRM, scheduling, or communication tools (e.g., HubSpot, Salesforce, Calendly, Twilio, Zoom, Slack, etc.)

Nice To Haves

• Experience working with AI-based software or automated customer communication tools
• Understanding of API integrations, webhooks, and data mapping concepts
• Experience in a startup or fast-paced SaaS environment where adaptability is key
• Background in industries such as healthcare, legal, or professional services (ideal but not required)

Responsibilities

• Lead new customer onboarding from kickoff through go-live and handoff to Customer Success, ensuring all technical and operational milestones are achieved.
• Configure customer accounts, settings, and integrations (e.g., scheduling tools, CRMs, VoIP systems, EMRs).
• Manage project timelines and communicate progress clearly with stakeholders.
• Conduct discovery sessions to understand client workflows and design optimized AI receptionist configurations.
• Deliver live and recorded training sessions to customers and their staff on system functionality, AI assistant management, and best practices.
• Assist in refining onboarding documentation, user guides, and video tutorials to support product adoption.
• Help customers interpret AI performance data and make adjustments to improve automation accuracy and efficiency.
• Collaborate with product and engineering teams to troubleshoot setup issues or configurations.
• Assist with data imports, workflow mapping, and API-based integrations when needed.
• Monitor system performance during the onboarding period and ensure successful customer handoff to the Customer Success or Support team.
• Continuously refine onboarding processes to improve efficiency, scalability, and customer satisfaction.
• Collect feedback from customers to inform product development and improve implementation workflows.

Benefits

• Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market
• Collaborate with a talented, curious team that values experimentation, learning, and customer empathy
• Be empowered to lead with autonomy while supported by strong leadership and product discipline
• Help modernize aesthetics software in an industry that’s ripe for transformation through innovative, AI-native technology

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed