Technical Onboarding Specialist

Posted 3 weeks ago

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 Overview

As 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.

Requirements

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.

Benefits

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.