Onboarding Specialist
Job Summary
Guiding new healthcare practices through successful onboarding, the full-time Customer Onboarding & Implementation Specialist will lead clients in utilizing the OptiMantra platform, providing training and technical support in a remote setting.
Key responsibilities
- Lead new customers through onboarding and setup for a smooth start on the OptiMantra platform
- Train customers on platform features, workflows, and best practices
- Provide technical support via phone, email, and video calls while troubleshooting issues
Required qualifications
- 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology
- 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
- Strong problem-solving skills and a customer-first mindset
- Comfortable with technology, including scheduling tools and database-driven systems
Complete Job Description
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