The Technical Onboarding Specialist facilitates client onboarding by setting up CRM integrations, training users, managing projects, and providing technical support.
About Aesthetix CRM
Aesthetix CRM is a growth platform purpose-built for the medical aesthetics industry. We empower med spas and aesthetic practices with smart automations, marketing integrations, real-time data visibility, and seamless operational tools that drive patient loyalty and revenue. Our mission is to help clinics scale with confidence by combining intuitive software with tailored onboarding and expert support.
Role OverviewAs a Technical Onboarding Specialist, you’ll be the linchpin in ensuring a smooth, empowering, and efficient start for new clients. You’ll work directly with aesthetic practices to implement parts of our CRM, configure integrations, and implement AI solutions.
Key Responsibilities- Client Implementation & Setup
- Set up integrations with platforms such as Zenoti, Nextech, PatientNow, Boulevard, Meta Ads, CallRail, and more
- Customize pipelines, automations, contact imports, and marketing settings
- Implement DNS records for Mailgun and domains on Godaddy, Cloudflare, & other providers
- Configure AI solutions based on company approved prompts for conversational and voice AI products
- Training & Enablement
- Create training documentation or screen recordings for clients as needed.
- Proactively identify training gaps and address them with self-serve or 1:1 solutions.
- Project Management
- Manage technical onboarding tasks via Clickup
- Escalate technical or data migration issues to engineering/support when appropriate.
- Communicate regularly with internal teams to align onboarding outcomes with account growth and long-term success.
- Support
- Assist in technical support tickets when raised to level 2 specialist
- Develop help articles to address gaps in documentation to help customers find answers faster.
- 2+ years of experience in technical onboarding, implementation, or SaaS customer success roles.
- Strong technical aptitude and comfort configuring integrations and workflows in CRM tools.
- Excellent verbal and written communication skills—confident leading video calls and writing help docs.
- Detail-oriented and highly organized; can manage multiple onboarding projects simultaneously.
- Familiarity with tools like Zapier, Google Workspace, Slack, Clickup, and EMR integrations (e.g., Zenoti, Nextech, Boulevard) is a plus.
- Experience in the medical aesthetics or healthcare space is a strong bonus.
- Competitive salary and performance-based bonuses.
- 401K Match After 12 Months
- 14 Days PTO
- 7 Paid Holidays
- Remote-first culture with flexible scheduling.
- A mission-driven, growth-oriented team that values ownership and autonomy.
- Opportunities for professional growth as we scale rapidly within the aesthetics industry.
Top Skills
Boulevard
Callrail
Clickup
Cloudflare
Crm Tools
Godaddy
Google Workspace
Mailgun
Meta Ads
Nextech
Patientnow
Slack
Zapier
Zenoti
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