Customer Onboarding Specialist

Overland Park - Kansas (KS),

A Place for Mom

Job Description:


Customer Onboarding Specialist

Join our growing team!

A career with A Place for Mom is an opportunity for you to join a rapidly expanding company committed to making a difference for seniors and their families. A Place for Mom is an online platform connecting families searching for senior care services with a team of experienced advisors providing in sight-driven and personalized solutions. Our mission, as the leader in senior care advisory, is to be a trusted destination for families and our community customers. We are a quickly growing organization with over 500 advisors connecting more than 300K families every year to one of our community customers.

Living by our values and working to achieve excellence on behalf of our customers is integral to success at A Place for Mom. Employees who thrive at A Place for Mom live our values every day and are an important part of our hiring practices:

  • Focus on Excellence
  • Act with Integrity & Assume Positive Intent
  • Drive Outcomes Every Day with Passion and A Sense of Mission
  • Make the Lives of our Families and Customers Better, Easier and More Successful
  • Realize the Full Potential in Each Team Member. Work as a Single Supportive Team

A Place for Mom employees over 850 people nationwide with plans to continue to expand into the future. We currently have offices located in Seattle, New York, and Naples and will soon be opening our office in Overland Park, Kansas. We offer competitive compensation and benefit packages along with Paid time off, paid holidays and 401K with a match. We are committed to our employee’s career development growth and promotion within the organization.

If you are a results oriented, passionate and collaborative team player looking for a company with a bright future we would love to talk to you.

Based in Overland Park, the Customer Onboarding Specialist will work with Senior Living Communities that are new customers with A Place for Mom. To ensure customer success, the Customer Onboarding Specialist will provide education and insights regarding our processes and best practices, build a strong rapport with new customers, answers questions, and personally assist with setting up their account.
As the first touch point after their initial sign-up the position plays a critical role to
developing and demonstrating the long term value of our companies strategically working together.
The Customer Onboarding Specialist also works closely as a liaison between new community customers and multiple A Place for Mom teams, including Regional Managers and Senior Living Advisors. New Customer Support Specialists are responsible for ensuring Senior Living Advisors have all the necessary information to make appropriate and qualified family referrals to new customers.


Who you are:
The ideal candidate is a customer service driven professional and a strong collaborative problem solver with a high level of enthusiasm for building relationships over the phone.

What you will do:

  • Develop relationships over the phone with each new customer to assist with the set-up process and then strategize and collaborate on ways our companies can work together.
  • Assist new customers by quickly identifying potential issues and solving them appropriately to ensure the best possible customer experience.
  • Collaborate with other teams to ensure a smooth hand off at the beginning and end of the onboarding process.
  • Follow-up with new customers at regular intervals during the onboarding period to ensure their continued success.
  • Assist with the organization and delivery of customer webinars.


Required Skills and Competencies:
  • Minimum of 2-3 years of experience in customer service, account management, or sales.
  • A high level of enthusiasm for establishing and building relationships over the phone.
  • Ability to communicate professionally and succinctly while providing education to customers.
  • Highly efficient; able to independently manage their time in a fast pace environment while meeting or exceeding key performance indicators.
  • A personal sense of urgency and capacity to creatively overcome obstacles.
  • Ability to properly and accurately document all activities and tasks.
  • Ability to exercise sound discretion and make sound independent decisions, within general policy, procedural and legal guidelines.
  • Strong computer skills necessary, including Microsoft Excel and Google suites.
  • Bilingual (Spanish) is a plus, but not required.

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