We’re looking for a Practice Onboarding Specialist to guide new healthcare clients through the onboarding process and ensure a smooth transition into our marketing and operational programs. This role is client-facing and requires excellent communication, coordination, and training skills to deliver an exceptional onboarding experience.
Key Responsibilities:
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Serve as the main point of contact for new clients during onboarding.
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Coordinate client training sessions, setup, and implementation tasks.
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Conduct virtual walkthroughs and training to educate clients on tools and best practices.
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Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery.
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Track onboarding milestones, collect feedback, and proactively resolve concerns.
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Maintain documentation, training materials, and onboarding guides.
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Monitor KPIs to evaluate onboarding effectiveness and recommend improvements.
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Assist with the client offboarding process when necessary.
Requirements:
Required Skills & Qualifications:
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Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field.
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3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing.
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Strong project management skills; able to juggle multiple clients and timelines.
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Excellent communication and presentation skills.
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Critical thinking and problem-solving abilities.
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Familiarity with CRM tools and project management platforms is a plus.
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Customer-first mindset and attention to detail.
