• Manage Onboarding: Facilitate the onboarding process for new clinics in a timely manner with clear instructions, ensuring a seamless experience. • Collect Feedback: Capture customer feedback to improve the onboarding process and experience. • Cross-functional Collaboration: Work closely with internal teams such as Customer Success and Customer Experience, escalating issues to the appropriate teams, creating and updating customer education materials pertaining to the provider portal, and ensuring customer satisfaction. • Onboarding Project Support: Assist with onboarding tasks such as creating Office Manager accounts after initial set-up, route inquiries from shared inbox and Slack channels to appropriate teams. • CRM Utilization: Effectively utilize HubSpot CRM to meticulously track and manage onboarding progress. Create and maintain internal documentation and customer records with a focus in data integrity/cleanliness with the highest confidentiality and data security standards.