Onboarding and Implementation Specialist
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Job Description
Customer Onboarding & Implementation Specialist aiding healthcare technology practices with platform setup and training. Leading customer support for onboarding OptiMantra effectively.
Responsibilities:
- Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform
- Train customers on platform features, workflows, and best practices
- Provide friendly, effective technical support via phone, email, and video calls
- Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard
- Create and improve customer-facing knowledge base articles and training videos
- Partner with internal teams to improve processes, documentation, and the overall customer experience
Requirements:
- You genuinely enjoy helping people learn and succeed
- You’re a strong problem-solver who isn’t afraid to dig in and figure things out
- You bring a customer-first mindset and enjoy improving processes
- You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems
- 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)
- Experience with EMR/EHR or practice management platforms is a plus
- Background in customer support, IT/help desk, or a clinical/medical office environment is helpful
Benefits:
- Competitive compensation based on experience
- Paid Time Off and company holidays
- Comprehensive health, dental and vision benefits
- Short-term and long-term disability Insurance
- 401k plan with matching company contribution
- Real ownership and impact in a fast-growing health tech company
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