About this role

Lead the onboarding phase for new clients, ensuring a smooth transition from sales to active engagement
Conduct onboarding meetings via Zoom with professionals, physicians, and executive stakeholders, addressing questions and setting expectations
Build and maintain strong relationships while serving as the primary point of contact during onboarding
Coordinate internally to capture client requirements, track progress, and ensure accurate execution
Document onboarding details, identify issues proactively, and contribute to continuous improvement of onboarding processes

Senior-level experience in account management, client onboarding, or client success
Proven experience interacting with executive-level stakeholders and professionals
Exceptional verbal and written communication skills
Strong meeting facilitation and presentation ability (Zoom or virtual platforms)
Ability to manage multiple onboarding projects simultaneously

Senior Onboarding Account Manager

Key skills