Client Onboarding Advisor at Petal

Enhance client experiences as a Client Onboarding Advisor with Petal in a hybrid role. Guide healthcare professionals through an efficient onboarding journey utilizing our advanced medical billing platform.

In this crucial role on the Support & Billing Services team, you'll ensure seamless profile setup and smooth transitions for clients after their purchase. Your structured approach will coordinate stakeholder communications and empower users to fully leverage our tools in both French and English.

Key Responsibilities:
• Manage client onboarding processes effectively
• Set up and configure profiles accurately
• Coordinate training and billing communications seamlessly
• Follow up for a smooth go-live experience
• Build trustworthy relationships with clients

Requirements:
• Experience in customer service or onboarding
• Detail-oriented with strong organizational skills
• Comfortable using web-based p...