Customer Onboarding Manager

Job Description - Customer Onboarding Manager

Reports To: Director of Customer Success

Department: Customer Success
Location: Remote

Position Type: Full-Time

Position Summary

Work with new clients to configure and set up their new site or sites, including overseeing importing of data from their previous software or other storage medium. 

  

Key Responsibilities

Training Clients Using Prescribed Onboarding Process 

• Engage with current customers to support the customer experience. 

• Work with clients to understand and help them overcome their business challenges. 

• Build and configure new client sites, oversee importing of data for clients, and collaborate with clients and colleagues to ensure their AxisCare site is built for their success.  

• Remain knowledgeable about any and all updates to the AxisCare platform. 

• Generate future opportunities by discovering and understanding the needs of our customers. 

 

Communication with Clients, Keeping them On Track and Envisioned 

• Provide phone, email, and/or video assistance for customer configuration questions as they come in. 

• Managing the client project from start to finish 

 

Teamwork - contribution to the team in communication, webinars, meeting participation, etc. 

• Assist with various Customer Success projects.  

• Serve as a product expert, capable of assisting other AxisCare team members on questions they might have. 

• Participate in the creation of customer success content for our user base (Help Center Articles, Support Videos, and more). 

 

What We're Looking For (Minimum Qualifications)

• Bachelor's degree or equivalent experience 

• Experience in Customer Success 

• Strong written and verbal communication skills 

• Detail oriented and analytical 

• Demonstrated ability to increase customer satisfaction. 

 

Working Conditions 

• Manual dexterity required to use desktop computer and peripherals.
• Utilization of software and email to perform job functions.
• Will need to conduct camera-on videoconferencing for customer calls.  

Compensation and Benefits  

• Competitive salary and comprehensive benefits package.
• Medical insurance premiums are covered in full for the employee (Medical, Dental and Vision)  
• 401K with competitive company matching.
• Personal time off, sick leave, and holidays.
• Company will provide laptop and other needed computer equipment. 

About AxisCare
According to Pew Research, roughly 10,000 baby boomers turn 65 every day, and the American Society on Aging calculated that an American has a 70% chance of needing help with activities of daily living such as dressing, bathing, hygiene, etc. This has led to an unprecedented increase in Home Care agencies in the U.S. and abroad who strive to help those who have difficulty helping themselves, specifically offering non-medical (also referred to as non-skilled) services to seniors in their homes.
 
AxisCare was started in 2011 by industry leaders to help meet the demand for a more userfriendly and mobile-compatible solution. Our product is a web-based management platform that helps agencies manage CRM and marketing, Caregiver/Client scheduling, billing, payroll and much more. Headquartered in Waco, TX, AxisCare has clients in all 50 states as well as 7 other countries. We are a fast-growing company seeking high-performing individuals looking for a fast-paced, autonomous working environment.