Onboarding Consultant

At Trella Health, we are passionate and committed to our mission – empowering meaningful change in healthcare. Since our founding in 2015, we continue to grow our team, enhance our solution and services offerings, accelerate into new markets, and expand our customer base. We are rapidly growing and are looking for new Trellavators to join our team!

“What is a Trellavator?” you ask. Innovate and elevate is the name of our game! We go above and beyond to collaborate with and support each other – we believe that when a colleague or customers succeeds, we succeed. By learning from others, building on our successes, and taking risks, we constantly raise the bar – continuous improvement is in our DNA. Our word is paramount, we keep our commitments, and we always follow through. We have a strong, reliable support system that fuels growth, collaboration, and passion – and together, we create a positive environment where everyone at Trella Health, including the customers we support, can thrive. Are you ready to learn more about the opportunities with our team? Trell-yeah you are!

We are looking for an Onboarding Consultant to join our Product team. The Onboarding Consultant plays a critical role in ensuring that new Trella Health customers have a seamless, engaging, and successful onboarding experience. This position focuses on guiding new customers through the onboarding journey, facilitating full implementation and training of Trella Health’s solution within the first 90 days. The Customer Onboarding Manager will ensure customers achieve key milestones that drive product adoption, utilization, and proficiency, ultimately setting them up for long-term success before transitioning to our Customer Success team.

Location: Remote - US (Preference to applicants located in GA, TN, SC, NC, FL, TX & PA)

Reports to: Senior Manager, Solutions Engineering & Education

As an Onboarding Consultant at Trella, you will focus on:

• Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges.
• Deliver a high-touch, "white glove" experience, setting a positive first impression and building a foundation for long-term customer satisfaction.
• Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction.
• Lead the end-to-end onboarding process for new Trella Health customers that includes implementation, training, and consultation. Collaborate with customers and internal teams to configure the Trella Health platform according to each customer’s needs, ensuring the implementation aligns with their goals and maximizes their ability to leverage our product effectively.
• Develop and deliver training sessions tailored to the customer’s workflows, promoting full understanding and effective use of Trella Health’s solution.
• Closely monitor customer engagement and usage metrics during the onboarding period, proactively addressing any adoption challenges and reinforcing best practices.
• Facilitate a smooth transition to the Customer Success Manager upon successful completion of the 90-day onboarding period, including a comprehensive handoff and summary of customer milestones, engagement, and specific needs.

This job might be a fit for you if you have:

• 3+ years of experience in a customer-facing role, with a background in healthcare, health tech, or medical claims data; experience working with healthcare providers or organizations is preferred.
• Excellent project management skills with a track record of managing multiple customer engagements simultaneously. Proven experience in managing complex customer projects, with strong organizational skills and attention to detail.
• A track record of delivering high-quality customer experiences; ability to empathize with customer challenges and proactively solve issues.
• Outstanding verbal and written communication skills; comfortable conducting virtual meetings, demos, and training sessions with both technical and non-technical stakeholders.
• Ability to troubleshoot issues, manage customer expectations, and ensure that customers achieve key adoption milestones within the onboarding period.
• Familiarity with data-driven solutions and healthcare analytics platforms, with the ability to guide customers through data configuration, analysis, and product utilization.

About Trella Health:

Trella Health provides unmatched, actionable market intelligence to post-acute care and value-based care providers of all sizes. Our industry leading analytics paired with CRM and EHR integration workflows positions us as the most advanced sales enablement platform for the post-acute care market. One of only a few companies to be deemed both a Qualified Entity by CMS and an Innovator under its Virtual Research Data Center Program, Trella has elite access to billions of performance metrics and referral data to enable competitive positioning across the market. Its standardized insights, representing 90% of all lives 65+ U.S. population, help customers identify, engage, and manage critical relationships and advance their organizations with certainty.

Since launching our first product in 2016, we have experienced tremendous growth and have highlighted a few key data points to get an at-a-glance view of Trella:

• Over 700 customers including 10 of the top 10 post-acute providers and 4 of the top 10 health systems
• Over 120 team members and growing
• Recognized as one of Modern Healthcare’s “Best Places to Work” in consecutive years and were ranked in the Top 50 startups in the US by LinkedIn
• Headquartered in Atlanta, GA with remote hubs in Nashville, Philadelphia, Raleigh, and the Philippines

The Trellavator Experience:

At Trella Health, you can expect to join a welcoming team that truly embodies our core values. Our collaborative culture is anchored by trust, transparency, and inclusion — and we also have a lot of fun. No matter where you work, at Trella Health you can expect an awesome team, frequent virtual gatherings, engaging events, casual attire, and more.

We offer competitive salaries with a comprehensive benefits package to all employees and provide an environment that fosters work-life harmonization with Unlimited PTO, along with flexible and remote-first work arrangements. As we continue to see exponential growth, our goal is to continue to put team members first and strive to offer our team members the best culture and benefits possible. Some of the benefits we provide are:

• Health, Dental, Vision & Voluntary Benefits
• Competitive Salary & Bonus Plans
• 401k Retirement Savings
• Unlimited PTO & 10 Paid Holidays
• Flexible Work Hours
• Equity Shares
• Paid Leave Programs
• Marketplace for discounted retail and entertainment

Equal Opportunity Employer

Trella Health is an equal opportunity employer. All persons will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, handicap, veteran status, genetic information, or any other protected status as recognized by federal, state, or local laws.