Onboarding & Customer Success

ABOUT US

We're redefining how modern clinics deliver care. As a leading platform for Good Faith Exams (GFEs) and telemedicine solutions for med-spas, wellness clinics, and medical practices, we offer a seamless, on-demand experience for both providers and patients across the U.S.

Our mission is to empower Med Spas and clinics with innovative telehealth solutions that enhance patient care and streamline clinical operations. We strive to be the trusted partner that clinics rely on for seamless, high-quality telemedicine services.

We're growing fast—and looking for mission-driven individuals who want to be part of a team transforming the future of care delivery through intuitive tech and scalable integration.

ABOUT THE ROLE

The Onboarding & Customer Success plays a critical role in supporting clients and internal operations. This position combines the responsibilities of Client Support, Onboarding, and Documentation/Process Control, with a primary focus on handling support tickets, onboarding small business (single-location) clients, and ensuring their long-term success with us.

The ideal candidate is proactive, highly organized, and solutions-driven, with the ability to anticipate client needs, resolve issues efficiently, and communicate effectively across teams.

The CSL reports jointly to the Head of Customer Success and the Head of Support.

RESPONSIBILITIES

Client Support (Primary Focus):

• Manage and resolve support tickets in a timely, professional manner.
• Serve as the main point of contact for small business (one-location and smaller) clients, ensuring high satisfaction and successful use of Qualiphy services.
• Identify trends or recurring issues and proactively escalate them to management for resolution or process improvement.
• Maintain accurate client records and documentation in the support system.

Client Onboarding & Success:

• Conduct onboarding sessions for new small business clients, guiding them through implementation and initial setup.
• Ensure clients have all the resources, tools, and knowledge needed to successfully use Qualiphy.
• Follow up post-onboarding to confirm smooth adoption and address early-stage needs or questions.
• Gather client feedback to improve the onboarding experience and ongoing success strategy.

Data, Reporting, and Collaboration:

• Compile and report support metrics, onboarding data, and client success KPIs to the Head of Customer Success.
• Collaborate closely with internal teams (Support, Compliance, Product, and Operations) to improve client experience and workflows.Assist in documenting and maintaining standard operating procedures, workflows, and process updates.
• Participate in internal meetings to provide insights on client needs and areas of opportunity.

WHAT ARE WE LOOKING FOR

• 3–5 years of experience in customer success, client support, or account management.
• Experience managing support tickets and onboarding processes preferred.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Proactive, self-motivated, and adaptable—able to take initiative and anticipate client needs.
• Proficient in support or CRM platforms (e.g., Zendesk).
• Comfortable working in a fast-paced and startup environment

BENEFITS

• Monthly Salary of $30,000 to $35,000 gross (bruto)
• Year-end bonus (aguinaldo): 30 days.
• Savings fund: 10% (capped at 1.3 UMAM).
• Grocery vouchers: 10% of base salary (capped at $1,302.84 MXN).
• Life insurance: Coverage of $200,000 MXN.
• Individual Major Medical Expenses Insurance

We are looking forward to meeting you and welcome you into our team. Apply now

Tipo de puesto: Tiempo completo

Sueldo: $30, $35,000.00 al mes

Beneficios:

• Bebidas gratis
• Caja de ahorro
• Seguro de gastos médicos mayores
• Seguro de vida
• Vales de despensa

Idioma:

• Inglés (Deseable)

Lugar de trabajo: Empleo presencial