Job Title: Service Onboarding Specialist
Who We Are
Therapy Flow is a leading tool, education, and service company serving mental health private practices. We simplify the private practice ownership process for mental health providers by offering comprehensive solutions for growth and management.
Our Core Values:
- Integrity First
- Deliver WOW Through Service
- Create Community
- Excellence through Education
- Lead with Passion
- Invest in Simplicity
If our culture does not deeply resonate with you, please do not apply.
Job Description
Therapy Flow is seeking a Service Onboarding Specialist with technical expertise to guide new clients through their initial setup, ensuring they gain full value from our services right from the start. This role involves using the GoHighLevel CRM, assisting with Google Ads and SEO basics, and supporting clients through technical issues. The ideal candidate is technically savvy, focused on speed, obsessed with client satisfaction, digital marketing, and capable of troubleshooting technical issues independently.
Responsibilities
- Assist new clients with setting up their CRM according to Therapy Flow’s setup standards.
- Provide basic support and education on Google Ads and SEO to clients, ensuring they know what to expect.
- Help prepare their CRM account and service strategies.
- Answer domain and hosting-related questions, providing guidance on connecting domains, setting up email forwarding, and basic troubleshooting.
- Serve as a primary point of contact for new clients during their onboarding process, scheduling and conducting onboarding calls as needed.
- Having immediate contact and availability to ensure a speedy onboarding and hand-off to other team members.
- Track client onboarding progress, ensuring a timely and consistent cycle, and maintain detailed records.
- Collaborate with internal teams to improve the onboarding process, contributing to overall client satisfaction and success.
- Handle Off-boarding tasks when clients cancel. Task list is typically 1-5 quick tasks with due date.
What You'll Need to Succeed
- 2+ years of experience in customer support, onboarding, or a related field.
- Proficiency with GoHighLevel CRM and general knowledge of Google Ads and SEO.
- Technical skills related to domain, hosting, and email setup.
- Strong problem-solving abilities and tech-savviness with a proactive, can-do attitude.
- Excellent communication skills, both written and verbal, to ensure clear client interactions.
- High attention to detail and organization, with the ability to manage multiple client setups simultaneously.
- A passion for delivering outstanding service and helping clients achieve their business goals.
DO APPLY IF:
- You're a nerd for what you do and want to double down and grow your skills by partnering with an incredible company.
- You take extreme ownership for yourself and your growth in both life and work.
- You come with batteries-included experience, ready to jump straight into the role and perform at a high level.
DO NOT APPLY IF:
- Direct communication and feedback make you uncomfortable.
- You get intimidated by high standards of performance and being consistently pushed to level up.
- You don't do well with full autonomy, including setting your own schedule, holding yourself accountable, and executing without oversight.
- When faced with an obstacle, you ask IF it can be done, not HOW to get it done.