Edwin

Serve as an internal expert on the member and caregiver onboarding experience, owning program outreach, education, and remote onboarding from start to finish.

Manage a call list to effectively educate target members and their care teams on the benefits of the Vesta Healthcare program. Collaborate with the Vesta Healthcare Clinical Team in scheduling of virtual visits to onboard new members and their caregivers to the program.

Distill and share learnings from outreach and onboarding conversations with Client Success, Business Operations, and Product teams to facilitate continuous improvement on both program positioning and mobile/tablet application adoption.

As an Onboarding Manager and Specialist, I guide new clients through a seamless onboarding process, ensuring they fully understand and integrate our products or services. In 45-minute to 1.5-hour Zoom sessions, I engage clients, answering questions, providing training, and offering tailored solutions to meet their unique needs. A key aspect of my role includes upselling and cross-selling, identifying opportunities to provide additional value to clients, and enhancing their experience. Additionally, I dedicate 15% of my time to demoing our solutions, showcasing the benefits, and helping clients maximize their platform use. I focus on creating lasting relationships and ensuring clients feel supported, confident, and empowered.

I was able to upsell 15,000 USD within those 7 months and maintain a 97.5% Csat score (Customer Satisfaction)