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. After all, 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!

Position Overview:

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 solutions within the first 60 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: This role is remote with a strong preference for candidates within commuting distance of Atlanta, GA; Philadelphia, PA; or Nashville, TN. We will also consider applicants based in other U.S. locations.

Reports to: Director, Implementation

As Onboarding Consultant, you will:

• 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.
• Lead the end-to-end onboarding process for new customers, including implementation, workflow analysis, configuration, and training.
• Consult with customers on best practices and use cases to ensure Trella Health’s solutions are fully embedded into their daily workflows and business objectives.
• Develop and deliver role-based training sessions tailored to customer needs, including technical platform usage, process optimization, and change management strategies.
• Track and measure onboarding engagement, adoption, and usage metrics, proactively addressing any challenges and reinforcing best practices.
• Build and maintain strong, trusted relationships with customers, serving as their advocate and ensuring a smooth handoff to the Customer Success team.
• Continuously seek ways to improve onboarding processes, training content, and delivery methods to drive customer outcomes and satisfaction.

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

• 3+ years of experience in onboarding, implementation, or training roles in healthcare, health tech, EHR systems, or healthcare analytics/claims-based products.
• Proven project management experience, with the ability to lead complex, multi-stakeholder customer projects to completion on time and within scope.
• Healthcare IT training experience, including designing and delivering training to clinical and operational users across different roles and skill levels.
• A consultative, customer-first mindset: you listen, understand business goals, and guide customers to success by aligning product use to their strategic outcomes.
• Excellent people and communication skills—you build trust quickly, collaborate effectively, and can adapt your communication to technical and non-technical audiences.
• Ability to translate data-driven insights and platform features into meaningful business outcomes for customers.
• Strong problem-solving skills with the ability to manage customer expectations, resolve issues, and maintain momentum during challenging implementations.
• Comfort with technology, virtual collaboration tools, and delivering virtual training sessions.

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 work