Customer Onboarding Consultant, Enterprise

About the role

We are seeking an Enterprise Onboarding Consultant to join our dynamic team. This role is crucial for ensuring successful membership plans for our new enterprise customers. The ideal candidate will have a minimum of 4 years of successful enterprise customer Implementation, implementation, or customer success experience in a SaaS company.

Responsibilities

• Collaborate with account executives to ensure a successful customer handoff.
• Understand customer objectives and pain points to better consult with groups and ultimately increase product adoption & customer value.
• Consult with decision makers on pricing and plan creation to meet their expectations & our internal best practices.
• Evaluate and consult on fee schedules to determine appropriate pricing and structure for multi-site membership plans in different localities.
• Build and execute strategic implementation plans for customers to meet and exceed expected goals.
• Collaborate with internal P&E and customer IT teams on successful integration into practice management systems.
• Conduct technical training for stakeholders and users to ensure ease of use of the platform.
• Effectively manage time to stay on pace with the Account Plan Timeline and launch date.
• Manage cross-functional team activities to ensure deadlines are being met.
• Take ownership of customer delivery, efficiency, and quality, managing issues, and customer concerns for optimized execution.
• Champion practice success by coaching key stakeholders on how to effectively communicate their plan offerings for successful patient adoption.
• Continue driving the value of Clerri by proactively engaging in conversations with key stakeholders & users to understand their challenges and how our product and services can solve them.
• Provide leadership and hold both the customer and internal team accountable for delivering projects on time, and with high quality to ensure customer satisfaction.
• Collaborate with Enterprise Customer Success Manager during Implementation to track specific account goals, identify potential roadblocks and ensure consistent communication with stakeholders.
• Be resourceful in finding solutions to unique requests or questions.
• Monitor underperforming accounts and provide guidance to overcome roadblocks to get them back on the road to success.
• Advocate for the customer company-wide to ensure their needs are top of mind when developing new releases to the Clerri platform.
• Put your creativity to the test when working alongside internal teams to create materials and develop solutions for practices.

Requirements

• A minimum of 4 years of successful enterprise customer Implementation, implementation, or customer success experience in a SaaS company.
• Successfully implemented/onboarded large enterprise accounts.
• Experience consulting and communicating with director-level and above customers.
• Solid understanding and experience in customer-facing project management.
• Prominent track record of leading large projects with intricate or evolving requirements.
• Demonstrated ability to guide and support delivery teams, coordinate activities, innovate, continually seek improvements in delivery quality and standards, and apply critical thinking to ensure customer-centric solutions.
• Proven track record of helping customers adopt new technology/processes/tools.
• Exceptional relationship-building skills and a passion for helping customers be successful (even when it gets tough!).
• Advanced knowledge of CRM tools, Salesforce is preferred.

Qualifications

• Legally authorized to work permanently in the US without employer sponsorship.
• A bachelor’s degree in anything (Business, History, Cooking, etc.).

Skills

• Self-starter with the ability to “figure it out” but not afraid to ask questions.
• Energetic and passionate about ambitious goals and pushing the boundaries of what’s possible.
• Extremely organized and thrive in a macro management environment.
• Believe in delivering real value, not just checking boxes.

Benefits

• Base salary of $90,000, plus a variable compensation plan of $20,000, plus company equity.
• Open to fully remote candidates based in the U.S., with a preference for candidates who live within commuting distance of our office in Chesterbrook, PA, for a hybrid work setup.

Pay

$90,000 base salary, plus a variable compensation plan of $20,000, plus company equity.

Schedule

Hybrid work setup, with a preference for candidates who live within commuting distance of our office in Chesterbrook, PA.