CareerPlan

Engagement Advisor

RemoteFull-time$90k–$105k2026-09-16 → 2026-11-11
Based in United States

Core

Manage onboarding projects for physician-owned primary care practices using a cloud-based clinical platform to improve patient outcomes.

Role type

Senior IC Engagement Advisor (Professional Services)

Builds

Customer onboarding and adoption of Elation SaaS platform

Domain

Healthcare / SaaS

Required skills

Project management, relationship management, problem solving, data analysis, process improvement, stakeholder collaboration, presentation skills

Preferred skills

Healthcare domain experience, SaaS experience

Technologies

Cloud-based clinical platforms, data reporting tools

Responsibilities

Manage simultaneous onboarding projects balancing business results and customer satisfaction; Proactively contact and virtually meet customers to manage transition from sales; Develop and maintain positive business relationships with Sales organization; Identify customer needs and seek process improvement opportunities; Own project outcomes and delegate tasks to team members; Use data to identify trends and create scalable engagement touchpoints; Collaborate with Customer Success and Support for problem solving; Be on-call 2-3 weekends per year for urgent support.

Seniority

Mid-level, hands-on IC