Cerbo OptiMantra is fast growing, and we’re hiring an Implementation Manager to help new medical practices confidently adopt our Cerbo EHR platform. This role blends customer onboarding, software training, light project management, and problem solving—perfect for someone who loves guiding users, improving workflows, and helping teams succeed.
This role is ideal for someone with 2+ years SaaS onboarding experience or hands-on EHR/practice operations experience (MA, clinical support, office manager, superuser, or anyone who has trained others on an EHR).
Why Cerbo
Cerbo is a fast-growing healthcare technology company supporting clinics across the U.S. and internationally with our flexible, cloud-based EHR and patient portal. Clinics choose Cerbo for our focus on:
Integrative and functional medicine
Membership, direct primary care (DPC) and cash-pay care models
Personalized, whole-person treatment approaches
We take pride in:
Building software that supports meaningful, relationship-based care
Operating with integrity and prioritizing doing right by our customers
Helping practices run more efficiently so they can focus on patient care
Encouraging curiosity, collaboration, and continuous improvement
You’ll help shape the earliest—and most influential—phase of the customer journey.
What You’ll Do
As an SMB Implementation Manager, you’ll be the primary point of contact for new small and medium-sized medical clinics from kickoff through launch. In this role, you will:
Lead the onboarding process from initial kickoff to successful go-live.
Deliver engaging training sessions and walk clinics through system setup.
Simplify complex workflows by explaining settings and best practices in clear, actionable terms.
Own the customer relationship during onboarding, ensuring responsiveness and clarity at every step.
Monitor progress and mitigate risks through proactive communication and issue resolution.
Collaborate cross-functionally with Support, Product, and Engineering to address questions and remove blockers.
Build strong, trust-based relationships by being thoughtful, transparent, and solution-oriented.
Drive continuous improvement by sharing ideas to enhance onboarding processes, training materials, and team operations.
Your first 6 weeks:
Complete structured training to learn Cerbo’s products, customers, and onboarding framework
Shadow experienced team members on kickoff meetings, workflow trainings, and customer touchpoints
Lead mock onboarding sessions and receive feedback to strengthen product knowledge
Within the first 3 months:
Begin managing a small set of onboarding customers with guidance
Run live customer meetings and training sessions
Learn to guide customers through setup decisions and workflow adoption
Strengthen your communication and documentation habits
Collaborate cross-functionally to unblock issues and maintain momentum
Lead your first full customer kickoff and support customers through early stages of onboarding
After 6 months:
Manage a full portfolio of active onboarding customers at various stages
Anticipate blockers and help customers solve problems independently
Adapt onboarding guidance to different practice types and user roles
Communicate proactively, clearly, and confidently about next steps
Suggest improvements to onboarding materials and processes as you gain expertise
Success In your first year:
Guided dozens of clinics through their on-time onboarding and launch
Developed deep product and workflow knowledge across multiple practice types
Built strong relationships with both customers and internal teams
Demonstrated consistent success in training delivery, customer satisfaction, and onboarding outcomes
Contributed meaningfully to improvements in how Cerbo supports new customers
What You’ll Bring
We welcome candidates from two strong backgrounds:
Path 1: SaaS Experience
Experience in implementation, onboarding, customer success, or project management
Comfortable training users, leading calls, and managing multiple customers
Path 2: Healthcare / EHR Experience
Experience working in a clinical setting (MA, office manager, clinical support, etc.)
Hands-on experience using, configuring, or teaching EHR systems
Plus:
2+ years of relevant experience in a customer-facing or operational role (Entry - Mid level)
Strong communication skills, both written and verbal
Ability to break down complex information into clear, customer-friendly guidance
Confidence leading video calls and training sessions
Strong organization and time-management skills
A balance of independent problem-solving and comfort following structured workflows
Curiosity, empathy, and a customer-first mindset
Nice to have: Experience in healthcare technology, software training and onboarding, or practice operations.
Why You’ll Love Working Here
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
Location: 100% Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.