Customer Onboarding & Adoption Specialist

SimplePractice; Santa Monica (CA); On-site; USD 58,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with company match

Flexible Time Off

Wellbeing days

Paid holidays

Summer Fridays

Mental health resources

Parental leave

Tuition reimbursement

Employee Resource Groups

Job summary

SimplePractice is seeking a friendly Customer Onboarding Specialist to join our Customer Success team. You will provide world-class onboarding training, helping customers adopt and maximize our practice-management platform.

In this role, you will host live trainings, respond to feature questions, and collaborate with internal teams to ensure high-quality, empathetic support for our growing community.

Qualifications

• Bachelor's degree or equivalent experience is required.
• Exceptional verbal communication skills and confidence in speaking.
• Urgency to complete work efficiently and accurately.
• Comfortable with ambiguity to determine the best solution.

Responsibilities

• Drive customer adoption through onboarding and education programs via emails, live calls, and webinars.
• Address inbound questions about platform features and schedule live onboarding sessions.
• Triage emails to CS team, troubleshoot complex questions, and identify patterns for leadership.
• Support adoption and retention goals by following SOPs and exploring upgrade opportunities.

Skills

Customer support experience

Verbal communication

Urgency to complete work efficiently

Ambiguity tolerance

Multi-app proficiency (Slack, Notion, 

Education

Bachelor's degree or equivalent experience

Tools

Slack

Notion

Zendesk

Google Docs

OnceHub

Job description

SimplePractice is seeking a friendly Customer Onboarding Specialist to join our Customer Success team. You will provide world-class onboarding training, helping customers adopt and maximize our practice-management platform.

In this role, you will host live trainings, respond to feature questions, and collaborate with internal teams to ensure high-quality, empathetic support for our growing community.