Client Onboarding Specialist

Company Description

Currently, we are unable to offer sponsorship for this position

Medtelligent provides the most innovative, easy to use, and comprehensive senior living software solution on the market. The Medtelligent team designs, builds, tests, delivers, and supports Medtelligent’s flagship product ALIS (pronounced “Alice” and stands for Assisted Living Integrated Solution). 

By 2030, there will be nearly 1 billion people worldwide that are 65 years old (or older). Medtelligent is committed to being the go-to software solution for independent living, assisted living, and memory care companies because the Medtelligent team passionately believes we create a product that leverages technology to solve the real world challenges faced by senior living companies, communities, staff, and residents. 

Given the nature of the meaningful work performed by the ALIS software and in light of the team’s commitment to being exceptional for our clients, it is a requirement for all open positions at Medtelligent that individuals who join the team are genuinely excited to do their job every day and are passionate about ongoing personal and professional development. 

Medtelligent is looking for humans that are optimistic, curious, honest, and passionate about being part of something important. We are looking for people that look forward to coming to work and being part of a team and company that builds a product that matters. 

Job Description

As a Client Onboarding Specialist, you will be responsible for learning the ALIS software inside and out as well as creating, maintaining, and executing on individualized project plans based on the clients’ needs. 

The Medtelligent onboarding team loves to solve problems, work as a team, visit clients, have fun, add value, make jokes, work hard, learn, evolve, build relationships, help people, and be positive ambassadors of the ALIS product and Medtelligent company.

And please make no mistake, “onboarding” is not for the faint of heart. At its core, “onboarding” is change management and the nature of change is complex. The ALIS onboarding team embraces both the difficulty and the rewards associated with guiding communities and their staff through the change process - both from a psychological perspective as well as an operational perspective.

Job Responsibilities:

•  Learn and establish a solid understanding of the ALIS software
•  Consult with clients to transform their paper process to electronic; create and document new processes and train staff both digitally and (when the time is right) in-person.
• Create customized project plans to help guide both internal and external operations to get ALIS operating smoothly for our clients.
• Liaise between departments on clients’ needs, onboarding department needs, product feedback, and bugs reporting.

Qualifications

Required Experience:

• 1-3 years of experience in onboarding a SaaS product.
• Experience with G-Suite, CRM usage, and ticket writing.
• Excel skills (including pivot tables and v-lookups) or solid skills with interest in learning.
• Strong interest in helping communities and learning about their business as to help consult on process transformation from electronic to paper.
• Ideally, the right candidate for this role would be located in Chicago but this position is open to candidates from all States if they have previous SaaS onboarding experience with a healthcare product specifically.
• Reliable: You show up at work for your team and the clients and look forward to doing it. 
• Relationship oriented: You have a history of building long term healthy relationships with people and clients. 
• Organized: You can prepare and execute on project plans.
• Calm demeanor: You aren’t pulled into drama or anxiety but can see clearly in order to help others.
• Good communicator: You are transparent with information.
• Patient: You do not get frustrated with people that are less knowledgeable or tech savvy than yourself.
• Good judgment: You can prioritize needs appropriately.
• High integrity: You tell the truth even when it is hard to do so. You avoid drama and gossip and prefer to bond over growth, positivity, and optimism.
• Adaptable and flexible: You don’t freak out if plans change or meetings get moved.
• Solution oriented: You take ownership to actually solve problems instead of just reporting all of the issues.
• Strives for excellence / finding ways to delight clients: Not just someone looking to cross a task off their list but spending time to over deliver and leave the relationship better than you found it. The company and this team commits itself to high standards for reliability and performance.
• Technologically savvy: You like to help others troubleshoot technology and hardware issues and you have an interest in new technologies and data.

Additional Information

Benefits:

• Hands on involvement in a meaningful product that helps people directly everyday
• Working on a team of diverse, smart, collaborative, and kind humans 
• Good balance of personal autonomy and team collaboration on projects
• Salary commensurate with experience. Our team uses PayScale, Insperity, and Glassdoor for salary ranges and guidelines for each position and for companies of similar size.
• Generous PTO
• 8+ Company Holidays + 2 Floating Holidays
• Medical, dental and vision insurance with a large portion subsidized by the company (over half of current employees pay between $0.00 and $25.00 per month out of pocket)
• 401k Plan + Matching up to 4%
• Employee Length of Stay Rewards Program including Equity Rights eligibility
• Training on advanced technology concepts and senior living
• Regular client interactions and feedback

No formal cover letter is needed but please include a few sentences describing why you are applying for this position specifically. 

Medtelligent reaches out to certain candidates for quick phone calls to gather additional information – these usually last about 10 minutes and are scheduled in advance and according to your schedule. After the phone screen, candidates that are selected to proceed in the process will do an in-person or video interview. Decisions can be made after second round interviews. In some instances, third round interviews are held. 

Our team is diverse - Medtelligent values and promotes diversity. We are an equal opportunity employer and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.