Related skills
salesforce outreach saas onboarding zoom📋 Description
- Conduct registration calls guiding onboarding and platform navigation.
- Set up office accounts and manage status; maintain data in Salesforce and Outreach.
- Present new features to customers and activate features in their account settings.
- Participate in special projects and collaborate with Account Management.
- Provide feedback on practice performance and scaling strategies for multiple accounts.
🎯 Requirements
- 2+ years in New Client Implementation or Onboarding roles, healthcare/pharma.
- Familiarity with SaaS platforms; experience with Salesforce, Outreach, and video tools like Zoom/Google Meet.
- BA/BS degree or equivalent practical experience.
- Strong communication, multitasking, and organizational skills.
- Collaborative spirit with the ability to work independently.
- Passion, curiosity, and a results-driven mindset.
🎁 Benefits
- Competitive Salary
- 100% premiums for medical, vision, and dental; $4,400 HSA contribution
- Short-term and Long-term Disability
- Life Insurance
- 401k Matching
- Work from Anywhere within the US
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