Product Onboarding Specialist
- Pay
- $50,000 – $60,000 per year
- Location
- White Plains, NY · On-site
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 2+ years
- Listed
- Today
Skills & highlights for this role
- Client onboarding
- Technical guidance
- Project management
- Cross-functional collaboration
- Documentation development
- CRM systems (Salesforce)
- Troubleshooting
- Written and verbal communication
- Problem solving
Also useful
- SaaS or technology sector experience
- Customer success software
- Project management tools
Position Overview
The Add-On Product Onboarding Facilitator Configures add on products, features, modules. You will act as the primary point of contact during the post-upsell phase, ensuring a seamless transition from sales to configuring products to revenue. This role requires a blend of technical aptitude, project management skills, and exceptional client relationship management.
Primary Job Duties
- Client Onboarding: Conduct end-to-end boarding processes for clients adopting new add-on products and advanced features.
- Technical Guidance: Assist cross functional teams with initial configurations, settings, required for the add-on product.
- Project Management: Manage onboarding timelines, track milestones, and proactively mitigate delays to ensure swift time-to-value.
- Cross-Functional Collaboration: Partner closely with Account Management, Sales, and Technical Support teams to ensure alignment on customer requirements and smoothly hand off fully onboarded accounts.
- Resource Creation: Develop and maintain user guides, FAQs, and onboarding documentation to empower self-service learning.
Minimum Qualifications
- Experience: 2+ years of experience in Customer Success, Technical Onboarding, Implementation, or Account Management (SaaS or technology sector preferred).
- Communication: Exceptional verbal and written communication skills with the ability to explain complex technical concepts to non-technical users.
- Problem Solving: Strong analytical mindset with a proven ability to troubleshoot configuration issues and handle customer objections.
- Organization: Excellent project management skills with the ability to manage multiple client implementations simultaneously.
- Tools: Proficiency with CRM systems (e.g., Salesforce), customer success software, and project management tools.
- Ability to commute to and work onsite at our White Plains, NY office 4-5 days per week
Compensation & Benefits
- $50,000 - $60,000 annual total compensation (commensurate with experience)
- Competitive Medical Health Plans, Low, Mid, High.
- Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
- Employer Paid Dental & Vision for Employee
- Employer Paid Life Insurance for Employee
- Employer Paid Long-term Disability for Employee
- Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
- + Voluntary Supplemental Insurance Coverage Options
- 15 days PTO & 7 Sick Days Annually
- 10 Fixed Paid Holidays Off Annually
- 401(k) Matching up to 3%
About Rectangle Health
At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that empowers and motivates employees beyond standard corporate rhetoric. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.
About Us
Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company's innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.
View our CCPA disclosure notice here
From Rectangle Health's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Product Onboarding Specialist role at Rectangle Health, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
What is the salary for the Product Onboarding Specialist role at Rectangle Health?
The Product Onboarding Specialist posting at Rectangle Health states compensation of $50,000 – $60,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Rectangle Health's official career site.
Where is the Product Onboarding Specialist job at Rectangle Health located?
This Product Onboarding Specialist position at Rectangle Health is located in White Plains, NY (On-site). Always check Rectangle Health's application page for specific state eligibility or relocation policies.
What qualifications are required for Product Onboarding Specialist at Rectangle Health?
For the Product Onboarding Specialist role, Rectangle Health highlights 2+ years of relevant experience; experience with Client onboarding, Technical guidance, Project management, Cross-functional collaboration, Documentation development, CRM systems (Salesforce). Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Product Onboarding Specialist position at Rectangle Health?
This listing links directly to Rectangle Health's Greenhouse application page. You can apply directly on Rectangle Health's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.