Customer Onboarding & Success Specialist

ReWorks Solutions

. Guide ABA providers through the onboarding process and help them get set up on the platform .

Posted 10/13/2026full-timeRemote • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and onboarding capabilities, with a focus on clear communication, attention to detail, and the ability to manage multiple tasks effectively. Proficient in using CRM systems and maintaining accurate records while providing a friendly and professional user experience.

Highest-signal resume keywords

Customer Service ExperienceOnboarding UsersCRM Systems ProficiencyStrong Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingUser SupportData ManagementTechnical Issue EscalationProfile Management

Soft Skills

Friendly ApproachOrganisational SkillsProactive AttitudeJudgmentIndependence

Tools & Technologies

CRM SystemsMessaging PlatformsEmail CommunicationPhone Communication

Industry Keywords

ABA ServicesHealthcare StaffingRBTsCustomer SuccessClient Relations

About the role

Key responsibilities & impact

Guide ABA providers through the onboarding process and help them get set up on the platform
Support RBTs as they register and complete onboarding through the mobile app
Follow up with users who have incomplete profiles, missing information, or outstanding onboarding steps
Proactively contact users to keep onboarding moving and ensure tasks are completed
Answer routine provider and RBT questions about the platform and onboarding process
Guide users through platform steps and help providers submit coverage requests
Provide a friendly, patient, and professional user experience
Build positive relationships with users and support their confidence using the platform
Monitor onboarding progress and identify users needing additional support
Share recurring questions, feedback, and common challenges with the team to improve onboarding
Keep CRM records up to date, including contact details, onboarding stages, communication history, and next steps
Track outstanding follow-ups and manage timely user communication
Use company phone and messaging systems to manage ongoing conversations
Maintain accurate onboarding and customer interaction records
Identify platform bugs, technical issues, and recurring user challenges
Gather information and escalate technical issues to the appropriate team member
Follow up on unresolved issues and keep users informed
Distinguish routine questions handled independently from issues requiring additional support

Requirements

What you’ll need

Previous experience in customer service, customer success, client relations, onboarding, or a similar customer-facing role
Excellent spoken and written English, with clear communication and a professional telephone manner
A friendly, patient, and personable approach when assisting different types of users
Strong organisational skills and excellent follow-through
Proactive and reliable, with the ability to manage multiple conversations and outstanding tasks independently
Good judgment and the ability to learn new processes and systems quickly
Comfortable using phone, email, messaging platforms, and CRM systems
Strong attention to detail when managing user information, onboarding stages, and follow-up activities
Able to work independently in a remote environment while communicating effectively with the wider team
Experience supporting a healthcare, medical, or ABA-related business is nice to have
Familiarity with ABA services, RBTs, or healthcare staffing is nice to have
Experience onboarding users to a software platform, app, or online portal is nice to have
Experience working with a growing business or technology-enabled service is nice to have