Manager Of Customer Onboarding
CurrentAssist with in-person and over-the-phone training sessions for internal staff and customers. Customers go through a 90 day Onboarding process where their usage is monitored. Perform followups and necessary reach outs to go over the data and make suggestions on usage and workflow.As Lead/Manager; handle performance of entire Onboarding team. Assist enterprise level customers with training until they have successfully adopted the product (up to a year depending on customer). Create weekly metric reports showing status of all customer currently within onboarding. Maintaining team morale through virtual meetings and team collaborations. Maintain and create training material for team, company, and customers.Trainings topics consist of: Inbound/Outbound Faxing, Digital Editing, Importing Documentation, Secure Text, Secure Video Chat, Automated Reminders, Broadcast Blast Messaging, Account Settings, Admin Abilities, File Management / Workflow, Patient Portal, Patient Payments, Followup, and Go-Live. Also assist with installing proprietary software to the client's server including Virtual Printers and Connector Software for syncing data.Example Training: https://updox.wistia.com/medias/6xe5ym9xp1