Onboarding Account Manager
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Job Description
Onboarding Account Manager at ClinicMind managing healthcare practice onboarding processes. Overseeing client communication and training for software adoption in healthcare.
Responsibilities:
- Manage a portfolio of approximately 6–10 active onboarding accounts.
- Serve as the primary point of contact from contract signing through onboarding completion.
- Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements.
- Establish onboarding expectations, milestones, and timelines.
- Manage all client communications via email, phone, and Zoom.
- Conduct regular client check-ins throughout the onboarding process.
- Monitor client satisfaction and proactively identify potential concerns.
- Guide clients through go-live preparation and readiness.
- Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal.
- Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.
Requirements:
- Must be based in the United States and available to work standard U.S. business hours.
- Minimum of 2 years of experience in SaaS onboarding, implementation, or client success.
- Experience managing client relationships and owning customer accounts throughout the onboarding process.
- Experience with healthcare technology, EHR software, or medical billing environments.
- Strong understanding of Revenue Cycle Management (RCM), including: Claims lifecycle, ERA/EDI processes, Insurance verification, CPT and ICD-10 coding fundamentals.
- Excellent written communication skills.
- Strong presentation, training, and Zoom facilitation skills.
Benefits:
- Flexible working arrangements
- Professional development
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