
Customer Onboarding Specialist
VITL
full-time
Posted on:
Location Type: Hybrid
Location: Nashville • Tennessee • United States
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About the role
- Manage the onboarding and implementation process for new clinic partners
- Conduct kickoff and onboarding calls to introduce clinics to the VITLRx platform
- Guide customers through their first order and early platform usage
- Ensure new customers reach key activation milestones (e.g., first order, repeat order)
- Provide training and best practices for using the platform effectively
- Identify potential launch barriers and proactively help clinics overcome them
- Collaborate with Sales and Customer Success to ensure smooth handoffs
- Track onboarding progress and maintain accurate customer records in CRM systems
- Monitor early adoption metrics and flag at-risk accounts during onboarding
- Continuously improve onboarding materials, playbooks, and processes
Requirements
- 2–4+ years of experience in Customer Success, Customer Onboarding, Account Management, or Implementation
- Experience supporting B2B customers, ideally in healthcare, SaaS, or marketplace platforms
- Strong communication and presentation skills, especially in customer-facing meetings
- Ability to manage multiple onboarding projects simultaneously
- Highly organized with strong follow-through and attention to detail
- Comfortable working in a fast-paced, collaborative environment
- Preferred: Experience onboarding healthcare providers, clinics, or medical practices
- Familiarity with CRM systems (such as Salesforce or HubSpot)
Benefits
- Opportunity to help build and shape the customer onboarding function
- Work directly with clinic partners who are improving patient care
- Collaborative, fast-growing team environment
- Competitive compensation and benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer SuccessCustomer OnboardingAccount ManagementImplementationB2B supportOnboarding healthcare providersOnboarding clinicsOnboarding medical practices
Soft Skills
Communication skillsPresentation skillsOrganizational skillsAttention to detailProject managementCollaborationFollow-through