Customer Onboarding & Implementation Specialist
Venteur
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See open jobs at Venteur.See open jobs similar to "Customer Onboarding & Implementation Specialist" Techstars.Customer Service
San Francisco, CA, USA
USD 90k-100k / year + Equity
Posted on Mar 18, 2025
At Venteur, we're dedicated to transforming healthcare in America. Our mission is to empower individuals to take control of the trillions of dollars spent on their behalf but often decided by human resources and brokers. We believe this will lead to better outcomes for all individuals.
The market transformation is just starting. As we saw 40 years ago with the transition from company-controlled retirement (pensions) to individual-empowered retirement (401ks), new regulation has enabled healthcare to make the same transition from group plans to a consumer-centric solution – an Individual Coverage Health Reimbursement Arrangement (ICHRA). Through our technology-led offering, our platform changes how businesses offer health benefits, and how employees are empowered to truly prioritize wellness and longevity.
We're seeking passionate individuals who thrive on exploration and learning to join us on this journey. With an early-stage startup, opportunities for career growth and advancement are immense along with the financial benefits of being an early employee of a future giant in technology. If you're a problem solver with empathetic communication skills, we want you to help us pave the way toward a healthier, more personalized future. Join Venteur and be part of something truly transformative!
This in an onsite role, where you will collaborate with our CEO and a cross-functional team in our San Francisco office. We are also open to candidates in New York City or Chicago.
Our Values
Our culture is our strength. That's why we encourage the following values across our entire organization.
- Approach Every Situation with Kindness
- Bias for Action
- Say “Yes” to the Hard Things
- Insist on the Highest Standards
- Strive for Empathy and Create Shared Understandings
- Leave the Campsite Better than When You Found it
- Earn Trust — and Keep It
- Have Each Other’s Back
About the Role
The Account Manager at Venteur is a high-visibility, high-impact role guiding our employer customers to navigate offering innovative health benefits to their employees.
The Customer Onboarding & Implementation Specialist at Venteur is a high-visibility, high-impact role responsible for delivering a seamless onboarding and implementation experience for our employer customers and providing ongoing platform support and maintenance.
In this role, you will own the onboarding journey from the moment a customer signs on, ensuring they are set up for success with our platform. You'll manage platform setup, customer training, and proactive issue resolution, while serving as a platform expert for both customers and internal teams. Post-onboarding, you will take ownership of platform updates and service requests, ensuring that our customers' systems remainaccurate, up-to-date, and fully optimized.
This role is key to enabling Venteur’s Account Managers to focus on relationship-building and strategic conversations, while ensuring that customers experience a smooth transition to the platform and continue to see value throughout their partnership.
Responsibilities
- Lead the end-to-end onboarding process for new employer customers, from kickoff through successful platform launch.
- Act as the main point of contact for customers during the implementation phase, ensuring milestones are met and any issues are resolved promptly.
- Coordinate platform setup tasks, including configuration, data uploads, user account creation, and technical troubleshooting.
- Deliver customer training sessions to ensure customers fully understand how to use Venteur’s platform to maximize its value for their employees.
- Provide ongoing platform support post-onboarding, managing updates, configuration changes, and maintenance requests to ensure customers’ platforms remain accurate and aligned with their business needs.
- Respond to platform-related questions and service requests from both customers and internal teams, ensuring timely and effective resolutions.
- Monitor customer usage and adoption trends post-launch, proactively identifying risks and opportunities to improve the customer experience.
- Collaborate with internal teams (Sales, Product, and Account Management) to improve workflows and deliver a seamless experience from sales to implementation to ongoing customer success.
- Track and report on onboarding and platform maintenance success metrics
Basic Requirements
- Bachelor’s degree or equivalent professional experience
- 3+ years customer-facing role, such as customer implementation, onboarding, or customer success/account management
- Strong technical aptitude and comfort managing platform configurations and system updates.
- Excellent project management skills, with the ability to manage multiple onboarding and platform support tasks simultaneously.
- Strong communication and problem-solving skills, with a customer-first mindset.
- Proficiency with basic Excel functions and data auditing skills, experience using CRM tools (e.g., HubSpot, Salesforce) and project management software (e.g., Asana, Monday).
- Ability to work cross-functionally and thrive in an ever-changing, high-growth environment.
- Ability to obtain Individual Health Insurance Producer License (company facilitated).
Bonus Qualifications
- Experience in B2B SaaS or employee benefits/HR tech industries.
- Familiarity with health insurance or benefits administration.
- Experience managing platform support and maintenance requests.
- Process improvement and knowledge base development experience.
- Experience with reporting and dashboard creation to track and communicate onboarding and platform support success.
- Customer Success Ops experience, including automation and process optimization.
What We Offer
- Competitive salary: $90,000 - $100,000 per year
- Generous equity compensation
- Comprehensive benefits package, including health, dental, and vision coverage
- 401(k) retirement plan
- Unlimited paid time off
- Opportunities for professional development and growth
- Offsite company trips
Equal Opportunity Employer:
Venteur is an equal-opportunity employer committed to diversity and inclusion. We welcome applicants from all backgrounds and identities, and we do not discriminate on the basis of age, race, gender, religion, sexual orientation, disability, or any other protected status.
How to Apply:
If you're excited about the opportunity to join our team and help shape the future of healthcare, please submit your resume and include a cover letter that explains how your experience has impacted customers or end users, and why you're interested in working at Venteur.
Please note that we can only consider applicants who are located within the United States due to strict compliance requirements related to our industry.
This job is no longer accepting applications
See open jobs at Venteur.See open jobs similar to "Customer Onboarding & Implementation Specialist" Techstars.