Customer Onboarding Advisor

Petal is a leading Canadian healthcare orchestration and billing company that revolutionizes healthcare systems to make them agile, efficient, and resilient by enabling the forecasting and shaping of world-class healthcare through Healthcare BI, advanced analytics, and informed insights.

The Xacte division offers an innovative medical billing solution, enabling healthcare professionals, medical clinics, and billing agency partners to benefit from a distinctive synergy of expertise and technology.

Our commitment to fostering an exceptional workplace culture has earned us notable recognitions, including being listed as a Great Place to Work in both the technology and healthcare sectors. Join us in our mission to empower healthcare innovators and improve healthcare differently.

What you can expect when joining the team

As a Customer-Onboarding Advisor, you will be responsible for ensuring a smooth and successful onboarding process for every new client. Your role will be crucial in delivering an exceptional customer experience from the moment they join our platform.

Your daily life

During the day, you will be led to:

• Manage the activities supporting the onboarding of new clients on the Xacte platform by providing the highest standards of customer service;

• Act as an internal liaison to ensure a smooth integration process and client experience;

• Ensure clear and proactive communication in each step of the onboarding process;

• Respond to client inquiries and provide high quality support throughout the onboarding process;

• Set up and configure client profiles according to the different medical billing disciplines, and plan the necessary training;

• Ensure adequate follow-ups with clients and partners to ensure proper configuration of their profile, as required;

• Conduct the appropriate research and perform verifications to ensure accuracy of information;

• Configure subscriptions, in collaboration with the accounting department;

• Provide support to the billing operations department, in welcoming new clients to their teams;

• Deepen your knowledge of medical billing to provide quality service to clients and strengthen collaboration with the internal team.

Your profile

Are you professional, courteous and concerned about the quality of customer service? Do you enjoy managing multiple files simultaneously and working as a team towards common goals? Are you looking for a friendly work environment and want to be part of a great team? The sky is the limit! If you have:

• A minimum of 2 years in a position relevant to the position;

• Strong oral and written communication skills;

• Excellent customer service skills;

• A high level of professionalism, discretion and organization;

• Demonstrated ability to work independently and manage priorities;

• Proficiency in the Office suite;

• Comfortable with web and mobile applications as well as with technology and tools (e.g. Trello, Intercom, Zendesk, Dropbox, etc.);

• An ability to manage priorities and stress that may arise during peak periods;

• Fluency in written and spoken French and English (mandatory);

• Availability to work on-site at least one day per week to foster collaboration and support shared goals;

• An understanding of RAMQ medical billing (asset).

Petal’s position on remote working 

In our opinion, a company cannot claim to be modern, innovative and have the well-being of their team at heart, without attempting to integrate remote working to the level that their business model allows them to. Petal employees continue to benefit from the option of teleworking up to the maximum flexibility permitted by the nature of the position and the smooth running of operations. 

Our benefits 

• 4 to 6 weeks of paid vacation per year; 

• 5 ​paid personal days​ per year​; 

• A ​group RRSP / DPSP plan with employer contribution; 

• ​A ​complete group ​insurance ​plan, from day 1; 

• An ​annual wellness allowance; 

• Access to the Lumino Health™ telehealth application; 

• Flexible work hours and more. 

Petal is an active participant in the equal opportunity employment program, and members of the following target groups are encouraged to apply: women, people with disabilities, aboriginal peoples and visible minorities. If you are a person with a disability, assistance with the screening and selection process is available on request.