About the role

Solutions Consultant at ExaCare AI responsible for onboarding and training users on the platform. Collaborating with various teams to support customer satisfaction and effective implementation processes.

Responsibilities

Deliver onboarding and training: build role‑based curricula and quick‑start guides, lead live trainings and office hours, and record short Looms/tutorials
Develop and maintain SOPs & documentation: create internal runbooks, checklists, and templates for onboarding and training; maintain customer‑facing help articles, FAQs, and how‑to guides
Continuously improve processes: run post-mortems after go‑lives, document lessons learned, and drive experiments that shorten time‑to‑value and improve training effectiveness
Support technical onboarding with our Business Operations Managers: host standing implementation calls to understand the customers’ workflows and needs, then manage customer communications, timelines, risks, and status updates
Configure the ExaCare platform for new customers: set up environments, roles/permissions, data imports, basic integrations (e.g., SSO, file/API feeds), and workflow settings based on customer requirements
Provide technical support during onboarding: triage issues and partner with Engineering/Support to drive resolution; communicate updates clearly to customers
Maintain project hygiene across CRM/CS tools and project management systems; keep notes, tasks, and next steps organized and current

1+ years in consulting, banking, or in a B2B SaaS customer‑facing role
Bachelor’s degree in Business, Engineering, or a related field
Strong communication and facilitation skills; confident with both executive stakeholders and frontline users
Process and documentation mindset; you enjoy turning complexity into clear SOPs, checklists, and guides
Technical aptitude; comfortable with product configuration, data mapping/CSV imports, basics of SSO/APIs/webhooks, and learning new tools quickly
Healthcare exposure or familiarity with PHI/privacy considerations (e.g., HIPAA/PHIPA) is a plus
Strong relationship-building and client management skills — clear, articulate, friendly, and professional in customer interactions
High attention to detail and comfortable following and iterating on detailed SOPs
Ability to thrive in a fast-paced, dynamic environment with shifting priorities and evolving processes
Ability to maintain a no-ego mindset and efficiently handle a variety of admin, technical and client-facing tasks

Competitive salary and equity in a high-growth startup
Flexible PTO, take what you need
Medical, dental, and vision coverage
Great startup culture, including company off-sites
High-achieving team, including ex-Amazon engineers and alumni of Bain, BCG, Goldman Sachs, and more