We are seeking a highly organized and proactive Account Onboarding Specialist to join our team. This role is critical in ensuring smooth provider onboarding, portal training, and ongoing education for providers. The Specialist will work closely with providers to enhance their use of our systems, track and address portal-related issues, and identify trends to improve overall efficiency and user satisfaction. This position will report to the Provider Relations Manager. 

Key Responsibilities:  

• Collect and verify provider account information and necessary credentials with established provider points of contact for efficient communication.   
• Conduct initial portal training sessions for providers and provide ongoing education and updates regarding portal features and best practices.   
•  Perform follow-ups after training sessions at 2 weeks, 1 month, and 2 months to assess and enhance portal utilization.   
• Identify and communicate areas where providers excel or need improvement in portal use.   
• Act as the primary contact for portal-related inquiries and technical issues.   
• Address cases of incorrect or suboptimal portal usage, providing tailored solutions and guidance.   
• Collaborate with internal teams to resolve complex portal issues efficiently.   
• Track and analyze negative trends in portal usage or provider engagement.   
• Prepare detailed reports on portal performance and provide feedback for management review.   
• Communicate updates, new features, and portal-related announcements to providers effectively.    
• Use Salesforce to manage provider data, track trends, and monitor engagement metrics and maintain accurate and up-to-date records within the CRM system.   

Qualifications:  

• Bachelor's degree in healthcare administration, business administration, or a related field (preferred).   
• Proven experience in provider onboarding, or a similar role.   
• Strong familiarity with Salesforce or similar CRM tools.   
• Experience in training or education, particularly with software or portal systems.   
• Excellent communication and interpersonal skills.   
• Strong organizational and time-management abilities.   
• Analytical mindset with the ability to identify trends and propose solutions.   
• Technical proficiency in using portals, CRM systems, and reporting tools.   

Benefits:  

•  Competitive salary. 
• Comprehensive health, dental, and vision insurance. 
• Flexible paid time off and holiday schedule. 
• 401(k) retirement plan.  
• Opportunity to grow in a fast-paced company.    

Care Connect Medical provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.