Customer Onboarding Specialist

Sensi.AI

Customer Onboarding Specialist deploying Sensi’s AI technology with home care agencies across the United States. Training teams, supporting installations, and driving post-deployment adoption.

Posted 8/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and training, with a strong focus on onboarding and implementation in the home care and healthcare sectors. Proficient in building trust with non-technical users and managing multiple agency deployments effectively.

Highest-signal resume keywords

Client Relationship ManagementTraining and Coaching Non-Technical UsersVerbal Communication and Presentation SkillsProblem-Solving SkillsFamiliarity with CRM Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingImplementationTechnical TroubleshootingDocumentation QualityField Operations

Soft Skills

Relationship-BuildingAdaptabilityCustomer Success MindsetEngagement SkillsCoachability

Tools & Technologies

HubSpotSalesforce

Industry Keywords

Home CareHealthcareSenior CarePhysical TherapyOccupational Therapy

About the role

Key responsibilities & impact

Lead onsite deployments with home care agencies, including device setup, router installation, staff training, and hands-on implementation support
Train agency teams on Sensi’s technology, key workflows, and explaining the product to clients, families, and internal stakeholders
Serve as onsite teacher, coach, and trusted advisor for non-technical users
Present Sensi’s AI product and value proposition to agency teams, clients, families, and key stakeholders during field visits
Manage onboarding from post-sale through successful implementation
Identify training gaps, adoption risks, and operational blockers, and resolve them cross-functionally
Build relationships with agency owners, care managers, caregivers, and other client stakeholders
Support light technical troubleshooting during deployments and escalate issues when needed
Gather and document client feedback, field insights, and adoption blockers
Maintain account documentation, activity tracking, deployment notes, and status updates in HubSpot
Partner with Customer Success, Product, Support, Sales, and Operations
Stay involved throughout the onboarding lifecycle to maintain agency momentum after onsite visits
Travel domestically 60–75%, supporting approximately 10–15 agency deployments per quarter
Complete approximately 10–15 agency deployments per quarter, generally involving two full onsite days plus travel time
Progress to independently managing approximately 10–20 agency accounts by Month 2 or Month 3
Drive agency training, confidence, operational readiness, adoption, engagement, documentation quality, and follow-through

Requirements

What you’ll need

3+ years of experience in client relationship management, sales, customer success, implementation, training, healthcare, home care, or another client-facing role
Strong teaching, coaching, or training skills, especially with non-technical users
Excellent verbal communication and presentation ability
Ability to explain technology in a simple, clear, and engaging way
Comfort working directly with clients in person, including agency teams, care providers, older adults, and families
Strong relationship-building skills and ability to create trust quickly
Tech-savvy mindset with ability to learn new tools, support basic setup, and troubleshoot issues in real time
Strong problem-solving skills and ability to stay calm when plans change or challenges arise onsite
Ability to manage multiple deployments, client priorities, and follow-up tasks while maintaining quality
Customer success mindset with strong ownership over adoption and outcomes
Willingness and ability to travel frequently across the United States
Experience in home care, senior care, healthcare, physical therapy, occupational therapy, clinical operations, or related field preferred
Prior experience in sales, field operations, enablement, implementation, onboarding, or customer success preferred
Experience training internal teams, end users, or non-technical audiences preferred
Comfort presenting to groups and keeping people engaged during training preferred
Experience handling skeptical users, detractors, or challenging group dynamics preferred
Familiarity with CRM tools such as HubSpot, Salesforce, or similar platforms preferred
Experience working in a startup or fast-changing environment preferred
Strong coachability, energy, and interest in building a career in client-facing implementation preferred

Benefits

Comp & perks

Frequent domestic travel, typically 60–75%
Travel scheduled close to the candidate’s home region whenever possible to reduce transit time and support work-life balance
Product immersion, hands-on installation practice, internal training, and shadowing with experienced team members during the first 30–45 days
Approximately 4–5 weeks of shadow travel during ramp
Manager and cross-functional partner support during initial independent deployments