Petal
Healthcare
CustomerOnboardingAdvisor
Neural analysis suggests this role is
optimal for mid candidates.
“Customer Onboarding Advisor at Petal. Skills: Customer success, Client retention, Value realization. Support physicians using platform. Create client profiles”
Industry & Context.
Minimum one day in office
What They're Looking For.
Must Have
Relevant customer service experience, Relevant onboarding experience, Relevant coordination experience, Comfortable using technology, Comfortable with web-based platforms, Communicate clearly in French, Communicate clearly in English, Build trust-based relationships
Nice to Have
Experience in customer service, Experience in onboarding, Experience in coordination
What You'll Do.
Support physicians using platform
Create client profiles
Complete client information
Register clients with RAMQ
Ensure platform readiness
Take ownership of new clients
Understand client needs
Configure client profiles
Validate required information
Coordinate next steps with teams
Follow up for go-live
How You'll Work.
Team & Collaboration
Coordinate with internal teams; Interact with professionals
Full Job Description
15 months contract Who we are Petal is a leading Canadian healthcare orchestration and billing company that revolutionizes healthcare systems to make them agile, efficient, and resilient by enabling the forecasting and shaping of world-class healthcare through Healthcare BI, advanced analytics, and informed insights. The [Xacte](https://www.xacte.net/en/) division offers an innovative medical billing solution, enabling healthcare professionals, medical clinics, and billing agency partners to benefit from a distinctive synergy of expertise and technology. Our commitment to fostering an exceptional workplace culture has earned us notable recognitions, including being listed as a Great Place to Work in both the technology and healthcare sectors. Join us in our mission to empower healthcare innovators and improve healthcare differently. Why this role is interesting As a Customer Onboarding Advisor , you take over after the sale and play a key role in getting new clients started. In practical terms: * You support physicians who use the Xacte medical billing platform , from needs assessment through to go-live. * You ensure that their profile is properly created, that all information is complete, that they are correctly registered with the RAMQ, and that everything is in place so they can start using the platform effectively. * Your role helps deliver a structured, seamless, and professional experience, while building a relationship of trust from the very beginning. In this role, you will: * Take ownership of new clients as they come on board and understand their needs * Set up and configure their profiles while validating required information * Coordinate next steps with internal teams (training, billing, support) * Follow up to ensure a seamless and timely go-live ## Requirements What we’re looking for: If you see yourself in this type of role, we’d love to meet you. We’re looking for someone who is organized, comfortable in a fast-paced environment, and attentive to del
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