SaaS Onboarding Specialist, AI Reception & Integrations

PatientNow, Inc.; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

PatientNow, Inc. in New York provides AI-powered SaaS solutions for aesthetics clinics. The Onboarding Specialist leads customers through setup, configures integrations, trains end users, and ensures a seamless transition to our platform.

This role focuses on the Recura product line, collaborating with product and engineering to manage onboarding timelines, optimize workflows, and support successful handoffs to Customer Success.

Qualifications

• 2–4 years of experience in SaaS onboarding, implementation, or customer success roles
• Strong technical and analytical skills — able to configure and troubleshoot SaaS platforms and integrations
• Excellent written and verbal communication abilities with a customer-first mindset
• Experience managing multiple onboarding projects simultaneously
• Familiarity with CRM, scheduling, or communication tools (e.g., HubSpot, Salesforce, Calendly, Twilio, Zoom, Slack, etc.)

Responsibilities

• Lead new customer onboarding from kickoff through go-live and handoff to Customer Success, ensuring all technical and operational milestones are achieved
• Configure customer accounts, settings, and integrations (e.g., scheduling tools, CRMs, VoIP systems, EMRs)
• Manage project timelines and communicate progress clearly with stakeholders
• Conduct discovery sessions to understand client workflows and design optimized AI receptionist configurations
• Deliver live and recorded training sessions to customers and their staff on system functionality, AI assistant management, and best practices
• Assist in refining onboarding documentation, user guides, and video tutorials to support product adoption
• Help customers interpret AI performance data and make adjustments to improve automation accuracy and efficiency
• Collaborate with product and engineering teams to troubleshoot setup issues or configurations
• Assist with data imports, workflow mapping, and API-based integrations when needed
• Monitor system performance during the onboarding period and ensure successful handoff to the Customer Success or Support team
• Continuously refine onboarding processes to improve efficiency, scalability, and customer satisfaction
• Collect feedback from customers to inform product development and improve implementation workflows

Skills

Adaptability

Business Ethics

Communications

Continuous Learning

Problem Solving

Teamwork

Education

2–4 years SaaS onboarding experience

Tools

HubSpot

Salesforce

Calendly

Twilio

Zoom

Slack

Job description

PatientNow, Inc. in New York provides AI-powered SaaS solutions for aesthetics clinics. The Onboarding Specialist leads customers through setup, configures integrations, trains end users, and ensures a seamless transition to our platform.

This role focuses on the Recura product line, collaborating with product and engineering to manage onboarding timelines, optimize workflows, and support successful handoffs to Customer Success.