• Own end-to-end onboarding experience for new customers; involves leading a series of milestone onboarding calls over a 60-day period. • Embrace a sense of ownership over the customer’s onboarding experience and success in their first year with Tebra. • Deliver world-class customer service; create engaging and energetic momentum with customers. • Provide timely communication to assigned customers and internal teams; includes email, phone, and scheduling calls. • Set proper partnership expectations regarding timeline, points of contact, how to receive help, etc. • Gather requirements, contact information & preferences, value drivers and other preferences relevant to product mix purchased. • Identify potential areas of risk if expectations are not aligned, escalate accordingly. • Guide customers through relevant self-paced eLearnings; provide hands-on training as needed by the customer. • Ensure customers are fully set up and adoption of applicable product features is completed before onboarding graduation. • Effectively collaborate internally to leverage resources to ensure each customer’s success. • Demonstrate exceptional problem solving and ability to navigate customer concerns. • Be a product expert and clearly communicate the value of the Tebra product to address all customer needs. • Adapt to evolving internal processes and contribute to continuous improvement efforts, including providing feedback and supporting onboarding workflow optimization. • Ensure accurate and thorough documentation of all customer interactions, key milestones, requirements, and decisions throughout the onboarding lifecycle.