Engagement Advisor

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we’ve been focused on building a world-class technology solution that creates an experience of delight and ease for physicians, and that our users love.

We are seeking a mission-driven Engagement Advisor, Professional Services who must demonstrate a deep understanding of our cloud-based, clinical platform and have excellent relationship management skills. You’ll work directly with physician-owned primary care practices, helping them achieve their goals. The right candidate will have a desire to problem solve, effective customer interaction, attention to detail across multiple projects and a great attitude. This role will require meeting virtually with customers on a weekly basis. This is a remote-based position. 

Responsibilities

• Manage simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality. This includes collaborating and being an asset to multiple teams such as Data, Customer Success, Technical Implementation and Support to create a streamlined and cohesive approach that allows customers to get successfully onboarded.
• Proactively contact and virtually meet customers to manage a positive transition from the sales team by building strong relationships with Elation customers, actively seeking the “why” behind our customers’ asks to ensure we address their issues and meet their goals
• Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts for the customer
• Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally.
• Own all project outcomes and delegate tasks on the project to team members, setting targets for milestones and adhering to deadlines; adjusting schedules and targets on projects as needed
• Use data and reports to identify trends within your customer base. Use this data to create scalable touchpoints and engagement that ensures your customers are successful in using the Elation platform to achieve their goals
• Collaborating with Customer Success and Support when indicated to problem solve for onboarding customers 
• Required to be on-call 2-3 weekends per year for urgent customer support
• Demonstrate a passion for solving big, challenging problems in healthcare and working with primary care providers to lower cost and deliver better patient outcomes.

Qualifications

• Bachelor’s degree or equivalent experience 
• 2-3 years of experience in a customer-facing success role
• Project management experience required
• Highly collaborative, organized, and execution-oriented with strong presentation skills
• Strong desire to build relationships with your customers and serve as an advisor of their onboarding process
• Exceptional written and oral communication skills that display professionalism
• Process-oriented mindset with a high level of attention to detail
• Ability to work with a large customer base and engage with your book of business by deploying strategic technology.
• Experience in healthcare or SaaS is a benefit. Interest in healthcare is required.

Salary: $90,000- $105,000 USD

Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

• Highlight your proficiency with Adjust by preparing a one‑page case study that shows how you set up tracking links, created custom attribution reports, and used the data to improve physician onboarding metrics; bring the PDF to the interview and reference it when discussing measurement of engagement success.
• Build an Excel dashboard (use pivot tables, slicers, and conditional formatting) that visualizes key SaaS adoption KPIs for primary‑care practices (e.g., login frequency, feature usage, support tickets); embed a screenshot in your resume’s “Technical Skills” section and be ready to walk the interviewers through the logic and insights you derived.
• Demonstrate deep product knowledge by recording a 2‑minute walkthrough of Elation’s patient‑portal workflow, annotating where you would intervene to reduce friction for physicians; upload the video to a private YouTube link and include it in your application portfolio to prove you can teach the platform remotely.
• Prepare STAR stories that focus on relationship management with physicians—for example, describe a time you turned a low‑adoption practice into a high‑engagement client by customizing training, tracking usage in Excel, and iterating based on Adjust data; interviewers will look for empathy, problem‑solving, and data‑driven outcomes.
• When discussing compensation, research the median remote SaaS engagement advisor salary (≈ $85‑$105k base) and bundle a performance‑based bonus tied to practice adoption targets you can quantify in Excel; propose a 5‑10% upside linked to metrics you’ll track with Adjust, showing you’re results‑oriented and financially savvy.