Engagement Advisor

Join our mission-driven team as an Engagement Advisor in Professional Services. In this role, you will work directly with physician-owned primary care practices, helping them achieve their goals through our cloud-based clinical platform. You will be responsible for building strong relationships with customers, identifying their needs and challenges, and ensuring a smooth onboarding process. This position requires excellent relationship management skills, attention to detail, and a passion for solving challenging problems in healthcare.

• Proactively contact and virtually meet customers to manage a positive transition from the sales team by building strong relationships.
• Own all project outcomes and delegate tasks on the project to team members, setting targets for milestones and adhering to deadlines.
• Use data and reports to identify trends within your customer base. Use this data to create scalable touchpoints and engagement.
• Ability to work with a large customer base and engage with your book of business by deploying strategic technology
• Experience in healthcare or SaaS is a benefit. Interest in healthcare is required
• Strong desire to build relationships with your customers and serve as an advisor of their onboarding process
• Project management experience required
• Bachelor’s degree or equivalent experience
• Exceptional written and oral communication skills that display professionalism
• Process-oriented mindset with a high level of attention to detail
• Highly collaborative, organized, and execution-oriented with strong presentation skills
• 2-3 years of experience in a customer-facing success role