Client Experience Specialist
Carefeed
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Guide new clients through implementation and setup of Carefeed’s solutions, ensuring smooth transition and effective platform use
- Serve as primary point of contact for assigned client communities, offering high-level assistance and resolving issues
- Create and customize communication templates, questionnaires, and calendars tailored to client needs
- Digitize and manage client documentation using Adobe and DocuSign to facilitate e-signature workflows within Carefeed
- Monitor client engagement with monthly usage reports, regular “Carefeed Check-ins,” and success reviews to assess activity and satisfaction
- Collaborate with Client Experience team to refine processes and establish onboarding, training, and support best practices
Requirements
- Customer-Centric and self-motivated: proactive, solution-oriented with patience, empathy, and creativity
- Tech-savvy and detail-oriented: comfortable with technical software and explaining Carefeed’s solutions
- Strong facilitator and communicator: able to lead training sessions and client-facing interactions, especially via Zoom
- Proficient in Microsoft Word, Excel, Google Docs, Adobe; DocuSign and Canva a plus
- Adaptable and collaborative: thrives in fast-paced start-up environments and works well on teams
- Familiarity with healthcare industry and experience with SaaS solutions, CRM systems, and client onboarding/training
- Bachelor’s Degree in a relevant field
- 3+ years of experience in a similar client success, customer service, or technical support role