Onboarding & Implementation Specialist

Posted Sep 15

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

📋 Description

• Guide new clients through the onboarding process and setup on the OptiMantra platform.

• Educate clients on the features, workflows, and best practices of the platform.

• Offer technical assistance through phone, email, and video conferencing.

• Diagnose issues and provide effective solutions to customers.

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

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


⛳️ Requirements

• 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 platforms is advantageous.

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

• Proficient with technology, including scheduling applications, spreadsheets, and database-driven systems.

• Excellent problem-solving abilities.

• A customer-first approach.

• Passion for helping individuals learn and achieve success.


🏝️ Benefits

• Competitive salary based on experience.

• Paid Time Off and company-recognized holidays.

• Comprehensive health, dental, and vision insurance.

• Short-term and long-term disability insurance.

• 401k plan with a matching contribution from the company.

• Genuine ownership and the opportunity to make an impact in a rapidly growing health tech company.

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