Customer Onboarding Advisor

Who we are 

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.

Why this role is interesting 

As a Client Onboarding Advisor, you take over after the sale and play a key role in onboarding new clients.

In practical terms, you support physicians using the Xacte medical billing platform, from needs assessment through to go-live.

You ensure their profiles are properly set up, information is complete, they are correctly registered (RAMQ), and everything is in place for them to start using the platform effectively.

Your role is to deliver a structured, smooth, and professional experience, while building a strong relationship of trust from the very beginning.

In this role, you will:

• Take ownership of new clients as they come on board and understand their needs

• Set up and configure their profiles while validating required information

• Coordinate next steps with internal teams (training, billing, support)

• Follow up to ensure a seamless and timely go-live

What we’re looking for:

If you see yourself in this type of role, we’d love to meet you.

We’re looking for someone who is organized, comfortable in a fast-paced environment, and attentive to delivering a high-quality client experience.

You’ll stand out if you:

• Are structured and detail-oriented in your follow-ups

• Can manage multiple priorities without losing track

• Are comfortable interacting with a variety of stakeholders, including professionals

• Communicate clearly and effectively in both French and English

• Are able to build strong, trust-based relationships with clients

• Are comfortable using technology and web-based platforms

• Have relevant experience in customer service, onboarding, or coordination

• Can thrive in a fast-paced environment with tight deadlines

• Are able to work independently within a structured framework

Please note: This role is offered in a hybrid model, with a minimum of one (1) day per week in the office.

Why join Petal

• A hands-on role with a direct impact on physicians experience across Quebec  

• A work environment where collaboration and respect are part of everyday life  

• An experienced and approachable team  

• Evolving tools and processes  

• A growing company in the healthcare sector 

What we offer 

• Recurring hybrid work allowance;  

• Compensation that recognizes your contribution;  

• 4 to 6 weeks of paid vacation per year;  

• 5 paid personal days per year ;  

• A group RRSP / DPSP plan with employer contribution;  

• A modular group insurance plan, from day 1;  

• An annual wellness allowance;  

• Access to the Lumino Health™ telehealth application;  

An inclusive environment 

Petal is committed to employment equity and encourages applications from underrepresented groups, including women, Indigenous peoples, persons with disabilities, and visible minorities. Accommodation is available upon request throughout the recruitment process. 

Good to know 

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