Engagement Advisor
Core
Manage onboarding projects for physician-owned primary care practices to ensure successful adoption of the Elation clinical platform.
Role type
Senior IC Engagement Advisor (Professional Services)
Builds
Customer onboarding workflows and adoption success for a SaaS clinical platform
Domain
Healthcare / SaaS
Deliverable
product features
Required skills
Project management, relationship management, data analysis, process improvement, stakeholder collaboration, presentation skills
Preferred skills
Healthcare domain knowledge, SaaS experience
Technologies
Cloud-based clinical platforms
Responsibilities
Manage simultaneous onboarding projects balancing business results and customer satisfaction; Proactively contact customers to manage transition from sales and build strong relationships; Develop and maintain positive business relationships with the Sales organization; Identify customer needs and seek opportunities for internal process improvements; Own project outcomes, delegate tasks, and adhere to deadlines; Use data and reports to identify trends and create scalable engagement touchpoints; Collaborate with Customer Success and Support to problem solve for onboarding customers.
Seniority
Mid-level, hands-on IC