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Onboarding Specialist

Role overview

Summary

The Onboarding Specialist is responsible for onboarding and training new customers while providing product expertise and support for client success. This role works closely with customers and cross-functional teams to enhance customer satisfaction and retention, contributing to Fullsteam's mission of empowering healthcare providers with effective software solutions.

Qualifications

  • High School Diploma or GED.
  • Minimum 1-3 years of customer service or customer onboarding experience.
  • 3+ years of medical billing or medical office administration experience.
  • Excellent communication skills.
  • Preferred: Experience working with healthcare providers, practice management software, or integrated payments solutions is highly

Responsibilities

  • Onboard and train new users in a professional and timely manner using OnRamp.
  • Assist with initial set up with integrated partners.
  • Collaborate with cross-functional teams to ensure client satisfaction.
  • Support the sales team with prospective clients by providing technical and product support during the sales process.

Key facts

  • Remote from: United States
  • Full time
  • Mid-level (2-5 years)
  • Onboarding Manager
  • $55K – $74K / year
  • English

Hard skills

Other skills

  • Customer Service
  • Communication
  • Time Management

About the company

Fullsteam logo

Fullsteam

  • Fintech & Payments
  • XLarge
  • 501–1,000
Fullsteam is a leading payments and technology company that is actively acquiring software businesses across multiple verticals. We provide our family of companies with streamlined payments infrastructure and enhanced operational support in order to increase growth and improve profitability. Backed by Aquiline Capital Partners, Fullsteam is based in Auburn, Ala.

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Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

Fullsteam is a leading provider of integrated payments and business management software solutions. Within the Healthcare & Practice Management vertical, we empower medical, dental, and other healthcare providers with innovative, cloud-based software that streamlines operations, enhances patient engagement, and improves financial performance. Our solutions help practices efficiently manage scheduling, billing, compliance, and payments, allowing them to focus on delivering quality patient care.


The Onboarding Specialist is responsible for onboarding and training new customers, providing product expertise, and supporting client success through effective education, guidance, and advocacy. This role works closely with customers and cross-functional teams to drive customer satisfaction, retention, and adoption while serving as a knowledgeable resource on products, integrations, and industry requirements.

Primary Responsibilities:

  • Onboard and train new users in a professional and timely manner using OnRamp.
  • Assist with initial set up with integrated partners.
  • Seek opportunities to increase customer value and ensure client retention by acting as a client advocate.  Look for solutions, rather than answers.
  • Collaborate with cross-functional teams to ensure client satisfaction.
  • Assist customer support team with coverage as needed.
  • Support the sales team with prospective clients by providing technical and product support during the sales process.
  • Maintain awareness of the changing healthcare landscape and new industry requirements.
  • Serve as a subject matter expert at industry trade shows.  Stay current with feature launches, policy changes and product integrations.

Skills & Competencies:

  • Excellent communication skills
  • Time management, able to manage multiple projects at once
  • Customer-focused mindset, ability to encourage and empathize with the client
  • Experience working with healthcare providers, practice management software, or integrated payments solutions is highly desirable.

Minimum Qualifications:

  • High School Diploma or a certificate of successful completion of the General Education Development (GED) test.
  • Minimum 1-3 years of customer service or customer onboarding experience.
  • 3+ years of medical billing or medical office administration experience

 Hourly Range: $28.86 - $38.46 USD

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.

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