Onboarding & Customer Success Admin

Pflegewegweiser GmbH; Boston (MA); On-site; USD 45,000 - 60,000; Full time

Job summary

Pflegewegweiser GmbH in Boston, MA is seeking a meticulous Customer Administrative Specialist to manage daily administrative operations of family intake and onboarding. You will maintain accurate records, streamline workflows, and process tasks with speed and quality to deliver a seamless onboarding experience for families and clinical teams.

This role collaborates with sales, clinical, and product teams, produces reports and dashboards, and helps improve customer success processes.

Qualifications

• Experience in administrative support, customer success, or operations roles.
• Strong organizational and multitasking skills with attention to detail.
• Bilingual Spanish and English a plus.
• Ability to create and manage reports, dashboards, and performance metrics.
• Excellent written and verbal communication.
• Proactive problem-solving and process-improvement mindset.
• Familiarity with customer service principles.
• Ability to manage multiple tasks and priorities.
• MassHealth familiarity a plus, but can be taught.

Responsibilities

• Maintain and update family information in our CRM system, ensuring accuracy and reliability for internal teams.
• Organize and oversee customer onboarding, renewals, and follow-up schedules to ensure timely and efficient service delivery.
• Generate and analyze reports on customer engagement, satisfaction, and retention metrics to inform team strategies and decision-making.
• Create and maintain clear, organized documentation for customer success workflows, FAQs, and support resources.
• Manage family requests, escalations, and follow-ups, ensuring issues are routed to the appropriate team members and resolved promptly.
• Identify opportunities to improve customer success operations and propose efficient solutions to optimize workflows.
• Work closely with sales, clinical, and product teams to ensure seamless communication and alignment of administrative processes.

Skills

Organizational skills

Multitasking

Attention to detail

Communication skills

Proactive problem-solving

Customer service principles

Manage multiple tasks

Problem solving

MassHealth familiarity

Tools

CRM software

Job description

Pflegewegweiser GmbH in Boston, MA is seeking a meticulous Customer Administrative Specialist to manage daily administrative operations of family intake and onboarding. You will maintain accurate records, streamline workflows, and process tasks with speed and quality to deliver a seamless onboarding experience for families and clinical teams.

This role collaborates with sales, clinical, and product teams, produces reports and dashboards, and helps improve customer success processes.