Product Onboarding Specialist
At a glance
Mid-level Customer Success role at Rectangle Health. White Plains · $50,000–$60,000 OTE.
growthroles summary, based on the employer's posting.
What you'll do
- Guide clients through setup of new add-on products and advanced features from onboarding through launch
- Help internal teams configure product settings to match each client's needs
- Keep onboarding milestones moving, flagging delays so clients can realize value sooner
- Coordinate with account management, sales and technical support, then hand off fully onboarded accounts
- Create and update guides, FAQs and onboarding materials for clients to learn independently
What you bring
- At least two years in customer success, technical onboarding, implementation or account management
- You can explain technical concepts clearly to people without a technical background
- You can troubleshoot setup problems, address customer objections and manage several implementations at once
- You have worked with CRM, customer success and project management software
Who this fits
This role suits someone who combines client communication with hands-on product setup and onboarding project coordination. You must be able to commute to and work from the White Plains office four to five days a week.
From the employer
Product Onboarding Specialist
At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that empowers and motivates employees beyond standard corporate rhetoric. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.
Position Overview
The Add-On Product Onboarding Facilitator Configures add on products, features, modules. You will act as the primary point of contact during the post-upsell phase, ensuring a seamless transition from sales to configuring products to revenue. This role requires a blend of technical aptitude, project management skills, and exceptional client relationship management.
Primary Job Duties
- Client Onboarding: Conduct end-to-end boarding processes for clients adopting new add-on products and advanced features.
- Technical Guidance: Assist cross functional teams with initial configurations, settings, required for the add-on product.
- Project Management: Manage onboarding timelines, track milestones, and proactively mitigate delays to ensure swift time-to-value.
- Cross-Functional Collaboration: Partner closely with Account Management, Sales, and Technical Support teams to ensure alignment on customer requirements and smoothly hand off fully onboarded accounts.
- Resource Creation: Develop and maintain user guides, FAQs, and onboarding documentation to empower self-service learning.
Minimum Qualifications
- Experience: 2+ years of experience in Customer Success, Technical Onboarding, Implementation, or Account Management (SaaS or technology sector preferred).
- Communication: Exceptional verbal and written communication skills with the ability to explain complex technical concepts to non-technical users.
- Problem Solving: Strong analytical mindset with a proven ability to troubleshoot configuration issues and handle customer objections.
- Organization: Excellent project management skills with the ability to manage multiple client implementations simultaneously.
- Tools: Proficiency with CRM systems (e.g., Salesforce), customer success software, and project management tools.
- Ability to commute to and work onsite at our White Plains, NY office 4–5 days per week
Compensation & Benefits
- $50,000 – $60,000 annual total compensation (commensurate with experience)
- Competitive Medical Health Plans, Low, Mid, High.
- Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
- Employer Paid Dental & Vision for Employee
- Employer Paid Life Insurance for Employee
- Employer Paid Long-term Disability for Employee
- Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
- + Voluntary Supplemental Insurance Coverage Options
- 15 days PTO & 7 Sick Days Annually
- 10 Fixed Paid Holidays Off Annually
- 401(k) Matching up to 3%
About Us
Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.
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