Engagement Advisor

The role

You will manage simultaneous onboarding projects for physician-owned primary care practices. You will build relationships with customers and collaborate with internal teams to ensure successful platform adoption.

What you will do

• Manage simultaneous onboarding projects balancing business results, customer satisfaction, and technical quality.
• Collaborate with Data, Customer Success, Technical Implementation and Support teams.
• Proactively contact and virtually meet customers to manage transitions from sales.
• Develop and maintain positive business relationships with the Sales organization.
• Identify customer needs, challenges, expectations, and internal process improvements.
• Own project outcomes and delegate tasks to team members.
• Use data and reports to identify trends and create scalable engagement.
• Collaborate with Customer Success and Support to problem solve for onboarding customers.
• Be on-call 2-3 weekends per year for urgent customer support.

Required qualifications

• Bachelor’s degree or equivalent
• 2-3 years of experience in a customer-facing onboarding or customer success role
• 1-2 years of experience in Project management
• 1-2 years of hands-on primary care billing and revenue cycle management experience in a physician practice setting
• 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
• Interest in healthcare is required

Nice to have

• Experience in healthcare or SaaS is a benefit

About the company

Elation is a SaaS cloud-based clinical platform focused on enhancing physician and patient quality of life. The company aims to build technology that creates an experience of delight and ease for physicians.