Customer Onboarding & Product Specialist

About Blueprint

At Blueprint, we’re on a mission to empower therapists with world-class tools so they can focus on what matters most—delivering exceptional mental health care.

Our AI assistant is purpose-built for therapists, automating the administrative tasks that slow them down and enabling them to operate at the top of their license. With Blueprint, therapists aren’t just managing their work; they’re supported by tools that understand the context of each client interaction. Compared to legacy software tools, Blueprint feels more like having the world’s best executive assistant at your side.

Today, over 40,000 therapists use Blueprint to enhance care for hundreds of thousands of clients. We’ve found strong product-market fit and are scaling rapidly to meet demand.

Our organization is very flat, and our team is intentionally small and talent-dense. We like people who are truthseekers, creative, and passionate about improving mental health care.

We’re a remote-first company (U.S. and Canada only, for now) and come together in person a few times a year to connect, have fun, and help shape the future of mental health care.

The Role

We’re looking for a Customer Onboarding & Product Specialist to help therapists understand, experience, and adopt Blueprint’s AI Assistant for Therapists.

Many solo and small-group practice therapists prefer to talk to a human before signing up, and your role is to help them make that decision by answering questions, giving quick product walkthroughs, and ensuring they know how to get started with a free account.

This is a high-impact, entry-level role that blends customer engagement, product education, and light consultative selling. If you’re someone who enjoys helping people, explaining technology simply, and making mental health providers’ lives easier, this role is for you.

Pre-Signup Consult Calls (Product Demos, Q&A & Light Sales)

• Handle inbound scheduled consult calls from therapists interested in Blueprint.
• Deliver 15-minute solo-practitioner calls and 30-minute small-group calls tailored to their needs.
• Answer questions about product features, security, and workflow integration to address therapist concerns.
• Give live walkthroughs of the AI Assistant, demonstrating how it saves time and enhances care.
• Encourage therapists to sign up for a free trial and experience Blueprint firsthand.
• Identify high-potential users and guide them on how to bring Blueprint to their practice leaders, positioning group adoption as a strategic next step.

Post-Signup Onboarding Calls (Activation & Retention)

• Help new users get started quickly and successfully integrate Blueprint into their workflow.
• Provide Q&A support, workflow guidance, and best practices for maximizing the AI Assistant.
• Ensure users understand pricing, trial limits, and upgrade options to support conversion.
• Educate therapists on how to advocate for Blueprint within their practice to encourage broader adoption.

Strategic Engagement & Follow-Up (PLG Expansion Opportunities)

• Identify and engage warm prospects who show potential for group adoption.
• Coach individual therapists on how to introduce Blueprint to their practice leaders.
• Follow up with engaged users to support internal buy-in and drive practice-wide contracts.

Before & After Each Call (Research & Tracking)

• Research each contact in HubSpot before the call to understand their past interactions, lead form details, and any support history.
• Check HubSpot and Slack to see if they’ve engaged with our team before.
• Log all meetings and track outcomes in HubSpot (completed, canceled, rescheduled, etc.) to ensure clear follow-ups and data-driven insights.

• Bachelor's degree in a marketing, communications, business or social science field.
• Excellent communication skills—you’re patient, clear, and great at explaining technology to non-technical users.
• Comfort with fast-paced environments—this is a high-volume, execution-driven role.
• Empathy for therapists—you understand (or are eager to learn about) the unique challenges they face in their work.
• Tech-savviness—you can quickly learn new tools, manage HubSpot, and confidently demo SaaS products.
• Ability to drive action—you’re not selling, but you know how to guide people toward next steps (like signing up).
• Strong organization skills—you can manage multiple calls per day and track follow-ups properly.

• Why Join Blueprint?
• Own and optimize the marketing execution engine—you’ll make sure everything runs efficiently.
• Work with a high-caliber team that values organization and execution.
• See tangible impact—your work will directly enable growth and scalability.
• Remote-first culture—work from anywhere in the U.S. or Canada.
• Mission-driven work—help mental health professionals succeed with better tools and technology.

• Benefits:
• Competitive salary and equity
• 100% remote – no office, no commuting
• Health, dental, and vision insurance, with 75% of your premium covered by Blueprint
• Semi-annual team gatherings (in Chicago!)
• Unlimited PTO
• Opportunities to grow with the company and shape our product
• Hardworking, mission-driven, friendly coworkers

Blueprint is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

Ready to Help Therapists Discover the Future of AI-Powered Therapy Support?

If you love helping people, explaining technology simply, and working in a fast-moving startup, we’d love to hear from you!

Apply now and help therapists transform their workflow with Blueprint.