Client Onboarding & Integration Specialist

Job Description

Job DescriptionSalary:

Job Title: Client Onboarding & Integration Specialist

Location: San Juan, Puerto Rico| Hybrid Role

About Us: At Medido Health, we're a fast-growing SaaS startup with a mission to provide cutting-edge healthcare solutions for our clients. Our team is dedicated to delivering innovative products and seamless integrations. Were looking for a dynamic, customer-focused individual to join us as a Client Onboarding & Integration Specialist. This role is perfect for someone who thrives at the intersection of technical problem-solving and client interaction, ensuring that our clients have a smooth onboarding experience with our software solutions.

Job Overview: We are seeking a Client Onboarding& Integration Specialist who will be responsible for driving the successful integration of our SaaS platform with clients systems, providing seamless technical support, and managing the end-to-end onboarding process. You will collaborate closely with clients, developers, and internal teams to ensure timely, efficient, and high-quality project delivery.

This role requires a combination of technical expertise (in SQL, Scripting, APIs) and strong project management skills to facilitate smooth and efficient client onboarding. You will ensure that clients' systems integrate well with our platform, meet deadlines, and ultimately set clients up for success with our solutions. Experience in Healthcare & Pharmacy is preferred but not required.

Key Responsibilities:

1. Client Interaction & Onboarding:
   • Serve as the primary point of contact for clients during the onboarding process, ensuring their needs and expectations are met.
   • Facilitate client meetings to understand their requirements, timelines, and goals for successful integration.
   • Provide ongoing client support during the onboarding process, troubleshooting issues and delivering solutions.
2. Technical Systems Integration:
   • Work with clients technical teams to gather integration requirements and map out integration workflows.
   • Use SQL, scripting, and APIs to facilitate integration and system setup for clients.
   • Troubleshoot technical issues related to data integration and collaborate with the development team to resolve problems.
   • Maintain integration documentation and provide detailed reports on the progress of each onboarding project.
     
3. Product Management:
   • Understanding and representing user needs.
     
   • Aligning stakeholders around the vision for the product.
   • Prioritizing product features and capabilities.
   • Creating a "shared brain" across the team to empower independent decision-making
4. Project Management:
   • Develop and maintain detailed project plans, tracking milestones and deadlines to ensure timely delivery.
   • Coordinate with both internal and external teams to ensure resources are allocated effectively and timelines are met.
   • Monitor the progress of onboarding projects, managing risks and identifying potential delays or roadblocks.
   • Provide regular updates to stakeholders and ensure clients are informed of the status of their integrations.
5. Cross-Functional Collaboration:
   • Partner with internal teams, including developers, product managers, and customer support, to ensure seamless execution of client projects.
   • Translate technical client requirements into actionable tasks for developers and ensure their smooth execution.
6. Continuous Improvement:
   • Contribute to the improvement of our internal processes for onboarding and integration, identifying opportunities to streamline or automate workflows.
   • Stay updated on industry best practices for system integrations and ensure our onboarding processes evolve accordingly.

Qualifications:

• Technical Skills:
  • Strong proficiency in SQL, scripting languages (Python, JavaScript, etc.), and APIs.
  • Experience with data integration, troubleshooting, and problem-solving.
  • Knowledge of web technologies, databases, and cloud-based platforms is a plus.
• Project Management:
  • Proven experience in managing and delivering multiple client-facing projects on time.
  • Experience with project management tools (e.g., Jira, Asana, Trello) to track milestones, tasks, and client progress.
  • Strong organizational skills, with the ability to manage competing priorities and deadlines.
• Client-Facing Experience:
  • Excellent communication and interpersonal skills to build relationships with clients and collaborate with internal teams.
  • Previous experience in a client-facing role, ideally in a SaaS environment, is preferred.
• Education & Experience:
  • Bachelors degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent experience).
  • 3-5 years of experience in a technical project management role or client onboarding with a focus on systems integration.

Why Join Us?:

• Opportunity to be part of a growing, innovative SaaS startup with a dynamic team.
• Work on exciting, challenging projects and contribute to the success of our clients.
• Competitive salary, benefits, and a flexible working environment.

How to Apply: Please submit your resume, along with a cover letter detailing your experience and why youd be a great fit for this role.

We look forward to hearing from you!