Onboarding and Implementation Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Guide new clients through the onboarding process and setup to guarantee a seamless and confident initiation on the OptiMantra platform.

• Educate customers on the platform’s features, workflows, and optimal practices.

• Deliver friendly and effective technical support via phone, email, and video conferencing.

• Diagnose issues, apply critical thinking, and offer solutions that ensure customers feel supported and valued.

• Develop and enhance customer-facing knowledge base articles and instructional videos.

• Collaborate with internal teams to refine processes, documentation, and the overall customer experience.

⛳️ Requirements

• You have a genuine passion for helping individuals learn and achieve success.

• You possess strong problem-solving skills and are willing to delve deep to find solutions.

• You maintain a customer-first approach and enjoy enhancing processes.

• You are comfortable with technology, including scheduling applications, spreadsheets, and database-driven systems.

• A minimum of 2 years of relevant experience in customer support, onboarding, healthcare operations, or technology (flexibility in experience level for the right candidate).

• Familiarity with EMR/EHR or practice management systems is advantageous.

• Experience in customer support, IT/help desk, or a clinical/medical office setting is beneficial.

🏝️ 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 contributions.

• Real ownership and impact within a rapidly growing health tech company.