Serve as the primary point of contact for new clients during onboarding, ensuring a smooth and timely transition to AxisCare.
Configure and set up client sites, including Electronic Visit Verification (EVV) and QuickBooks integration.
Oversee and manage data migration from clients’ previous software or other storage systems.
Collaborate with clients to understand their business challenges and tailor onboarding solutions accordingly.
Apply project management skills to plan, track, and report on onboarding milestones and deliverables.
Provide phone, email, and/or video assistance for configuration and technical questions as they arise.
Stay up to date on all AxisCare platform updates and industry-specific requirements, especially those impacting IDD and DDD providers.
Create and contribute to customer success resources, including Help Center articles, guides, and support videos.
Partner with internal teams to relay client feedback and suggest product enhancements.
Serve as a product expert, assisting both customers and internal team members.
Identify opportunities for upselling or expanding client engagement during onboarding.

Bachelor’s degree or equivalent experience.
At least 2 years’ experience as a Customer Onboarding Manager or in a similar customer-facing implementation role.
Proven experience with EVV configuration and QuickBooks integration (or equivalent accounting systems).
Experience in project management, including use of project management tools and methodologies.
Strong understanding of IDD and DDD provider operations and workflows (or ability to quickly gain expertise).
Excellent written and verbal communication skills.
Strong analytical skills with attention to detail.
Demonstrated ability to increase customer satisfaction and retention.
Ability to manage multiple onboarding projects simultaneously in a fast-paced environment.

Customer Onboarding Manager

Key skills