Customer Onboarding Specialist

My Senior Health Plan; Brentwood (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Profit sharing

Comprehensive benefits

Paid time off

Job summary

My Senior Health Plan is seeking a Customer Onboarding Specialist to onboard new users, configure scheduling settings, and ensure optimal use of our proprietary platform. You will assist agents and clients with setup, training, and ongoing support to maximize platform value.

You will collaborate with Product and Engineering to capture feedback, build helpful training content, and continuously improve the onboarding experience for healthcare and insurance professionals relying on our SaaS tools.

Qualifications

• 2+ years of experience in Customer Success, Customer Support, SaaS, or Software Implementation.

Responsibilities

• Lead onboarding and training for new agents and users of our SaaS platform.
• Guide customers through account setup, scheduling configurations, and platform best practices.
• Provide exceptional support via phone, email, and chat, resolving technical and user issues efficiently.
• Troubleshoot platform functionality and elevate complex issues when needed.
• Help users optimize appointment scheduling workflows and system configurations.
• Build trusted relationships with customers by providing proactive guidance and ongoing support.
• Partner with Product and Engineering teams to share customer feedback and improve the user experience.
• Create and maintain training materials, knowledge base articles, and process documentation.

Skills

Customer success

SaaS platforms

Technical aptitude

Communication

Tools

CRM systems

Scheduling software

Job description

Help Improve the Experience for Thousands of Medicare Clients

At My Senior Health Plan, we simplify Medicare by helping seniors confidently choose the coverage that's right for them. Every interaction matters, and behind every successful enrollment is technology that empowers our agents to deliver an exceptional client experience.

We're looking for a Customer Onboarding Specialist to support the users of our proprietary scheduling and client management platform. In this role, you'll onboard new users, provide technical support, troubleshoot issues, and help ensure our agents and internal teams get the most from the platform. If you enjoy solving problems, building relationships, and helping others succeed, this is an opportunity to make a meaningful impact while growing your career with a collaborative, fast-paced organization.

What You'll Do

• Lead onboarding and training for new agents and users of our SaaS platform.


• Guide customers through account setup, scheduling configurations, and platform best practices.


• Provide exceptional support via phone, email, and chat, resolving technical and user issues efficiently.


• Troubleshoot platform functionality and elevate complex issues when needed.


• Help users optimize appointment scheduling workflows and system configurations.


• Build trusted relationships with customers by providing proactive guidance and ongoing support.


• Partner with Product and Engineering teams to share customer feedback and improve the user experience.


• Create and maintain training materials, knowledge base articles, and process documentation.

What You'll Bring

Required

• 2+ years of experience in Customer Success, Customer Support, SaaS, or Software Implementation.


• Strong technical aptitude and ability to quickly learn new software platforms.


• Excellent communication, training, and relationship-building skills.


• Proven ability to manage multiple priorities in a fast-paced environment.


• A customer-first mindset with strong problem-solving skills.

Preferred

• Experience with SaaS platforms, CRM systems, or scheduling software.


• Familiarity with integrations, workflow automation, or APIs.


• Experience supporting users in healthcare, insurance, or other service-based industries.

Why Join My Senior Health Plan?

• Make a meaningful impact by supporting technology that helps seniors navigate Medicare with confidence.


• Join a collaborative, mission-driven team committed to exceptional service and continuous improvement.


• Work with innovative technology that directly supports business growth and client success.


• Competitive compensation, comprehensive benefits, paid time off, 401(k) with company match, profit sharing, and opportunities for professional development and career advancement.

Our Core Values

• Client-Centric Service – We put people first.


• Integrity – We do the right thing.


• Positivity – We bring energy and encouragement to every interaction.


• Growth Mindset – We embrace learning and continuous improvement.

Ready to help others succeed while making a real difference? We'd love to hear from you.