Customer Onboarding Advisor

Reposted 13 Days Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
Junior
Healthtech • Information Technology • Software • Telehealth
The Role
As a Customer Onboarding Advisor, you assist physicians in setting up the Xacte medical billing platform, ensuring their profiles are complete and coordinating necessary steps for a seamless go-live experience.
Summary Generated by Built In

15 months contract

Who we are 

Petal is a leading Canadian healthcare orchestration and billing company that revolutionizes healthcare systems to make them agile, efficient, and resilient by enabling the forecasting and shaping of world-class healthcare through Healthcare BI, advanced analytics, and informed insights.

 

The Xacte division offers an innovative medical billing solution, enabling healthcare professionals, medical clinics, and billing agency partners to benefit from a distinctive synergy of expertise and technology.


Our commitment to fostering an exceptional workplace culture has earned us notable recognitions, including being listed as a
Great Place to Work in both the technology and healthcare sectors. Join us in our mission to empower healthcare innovators and improve healthcare differently.

 

Why this role is interesting 

As a Customer Onboarding Advisor, you take over after the sale and play a key role in getting new clients started. In practical terms:

  • You support physicians who use the Xacte medical billing platform, from needs assessment through to go-live.

  • You ensure that their profile is properly created, that all information is complete, that they are correctly registered with the RAMQ, and that everything is in place so they can start using the platform effectively.

  • Your role helps deliver a structured, seamless, and professional experience, while building a relationship of trust from the very beginning.

In this role, you will:

  • Take ownership of new clients as they come on board and understand their needs

  • Set up and configure their profiles while validating required information

  • Coordinate next steps with internal teams (training, billing, support)

  • Follow up to ensure a seamless and timely go-live

What we’re looking for:

If you see yourself in this type of role, we’d love to meet you. We’re looking for someone who is organized, comfortable in a fast-paced environment, and attentive to delivering a high-quality client experience. You could be a great fit for this role if you:

  • Are structured and detail-oriented in your follow-ups

  • Can manage multiple priorities without losing track

  • Are comfortable interacting with a variety of stakeholders, including professionals

  • Are able to build strong, trust-based relationships with clients

  • Are comfortable using technology and web-based platforms

  • Have relevant experience in customer service, onboarding, or coordination

  • Can thrive in a fast-paced environment with tight deadlines

  • Are able to work independently within a structured framework

  • Communicate clearly and effectively in both French and English in order to serve a client base of which approximately 10% is English-speaking.

Please note: This role is offered in a hybrid model, with a minimum of one (1) day per week in the office.

 

Why join Petal

  • A hands-on role with a direct impact on physicians experience across Quebec  

  • A work environment where collaboration and respect are part of everyday life  

  • An experienced and approachable team  

  • Evolving tools and processes  

  • A growing company in the healthcare sector 

An inclusive environment 

Petal is committed to employment equity and encourages applications from underrepresented groups, including women, Indigenous peoples, persons with disabilities, and visible minorities. Accommodation is available upon request throughout the recruitment process. 

Skills Required

  • Experience in customer service, onboarding, or coordination
  • Ability to communicate effectively in French and English
  • Organized and detail-oriented in follow-ups
  • Comfortable using technology and web-based platforms
Am I A Good Fit?
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The Company
309 Employees

What We Do

PetalMD is a healthcare technology company that provides web-based scheduling, workflow optimization, and medical billing solutions for physicians and healthcare institutions.

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