Jul 13, 2026

Onboarding and Implementation Specialist

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Job Description: • 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