Onboarding Partner
Core
Conduct initial assessments and onboarding for older adults to help them self-manage care providers and optimize Home Care Package funding.
Role type
Customer success specialist (aged care onboarding)
Builds
Care and support plans, customer onboarding workflows, and support provider coordination
Domain
Aged care / Healthtech
Deliverable
product features
Required skills
Virtual assessment, care plan development, budget management, customer portal adoption, stakeholder coordination, regulatory compliance
Preferred skills
Empathy, tech-savviness, independent work, time management
Responsibilities
Conduct welcome calls and comprehensive virtual assessments; develop care and support plans with budget recommendations; educate customers on self-management and portal usage; coordinate with clinical and support teams; ensure timely completion of onboarding activities; uphold Aged Care Act and Quality Standards.
