Engagement Advisor

Elation Health

Engagement Advisor supporting physician-owned practices through Elation's cloud-based clinical platform. Managing onboarding, relationships, and project outcomes to ensure customer success.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

Manage simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality.
Proactively contact and virtually meet customers to manage a positive transition from the sales team by building strong relationships with Elation customers.
Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth.
Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally.
Own all project outcomes and delegate tasks on the project to team members, setting targets for milestones and adhering to deadlines.
Use data and reports to identify trends within your customer base.
Collaborating with Customer Success and Support when indicated to problem solve for onboarding customers.

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
2-3 years of experience in a customer-facing success role
Project management experience required
Highly collaborative, organized, and execution-oriented with strong presentation skills
Strong desire to build relationships with your customers and serve as an advisor of their onboarding process
Exceptional written and oral communication skills that display professionalism
Process-oriented mindset with a high level of attention to detail
Ability to work with a large customer base and engage with your book of business by deploying strategic technology.
Experience in healthcare or SaaS is a benefit. Interest in healthcare is required.

Benefits

Comp & perks

Health insurance
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Project ManagementData AnalysisCustomer OnboardingProcess Improvement

Soft Skills

CollaborationOrganizationExecution OrientationPresentation SkillsAttention to Detail

Certifications

Bachelor’s Degree