Onboarding Associate

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we’ve been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients. Join our mission as we help to enable every patient to the highest quality of care. 

We are seeking a mission-driven Onboarding Associate who will learn a deep understanding of our cloud-based clinical and billing platforms. This role involves excellent relationship management skills, working directly with primary care practices to onboard them to our products and ensure a seamless transition of their data from previous EMRs. The Onboarding Associate will collaborate closely with various roles within the Small Group Onboarding team to efficiently integrate customers onto the Elation platform.

The ideal candidate will demonstrate a strong technical understanding of EHR configuration and integrations, possess problem-solving skills, and engage with customers in a consultative manner. Attention to detail across multiple projects and a positive attitude are essential to success. This is a remote-based position.

Key Responsibilities:

• Consults with the key client stakeholders and cross-functional team members to gather and interpret documented build requirements for implementation projects.
• Coordinates and adheres to strict project schedules, and handles multiple assignments.
• Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally.
• Complete assigned project responsibilities which include but are not limited to: account activations, setting up eFax, ePrescribing, labs and other integrations requested by the customer. 
• Proactively identify potential risks and mitigation strategies and communicate action items and resolutions to project team and client stakeholders.
• Collaborate with the broader Onboarding team on executing billing-related tasks on the project plan and coordinating with the Onboarding teams to ensure a successful customer graduation.
• Communicate with customers and 3rd party vendors/partners to enable configuration experiences.
• Document progress and updates in Salesforce and Cloud Coach; communicate whether your activities are on track/off track with the relevant stakeholders.
• Develop and maintain technical expertise in assigned areas of the product functionality and utilize that expertise effectively and efficiently to help customers.
• Ensure process and operating procedures documentation is up to date at all times to enable operational efficiency across the organization.
• Actively contribute in any onboarding and training projects to support the customer journey, and product core adoption. 
• Communicates …