Customer Onboarding & Implementation Specialist jobs in United States
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OptiMantra · 14 hours ago

Customer Onboarding & Implementation Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$40K/yr - $65K/yr
date2+ years exp

OptiMantra is a fast-growing practice management and EMR/EHR platform focused on integrative healthcare. The Customer Onboarding & Implementation Specialist will lead new customers through onboarding, train them on platform features, and provide technical support to enhance their experience with the OptiMantra system.

Health CareMedicalSoftware

Responsibilities

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

Qualification

Customer onboardingTechnical supportEMR/EHR experienceHealthcare operationsProcess improvementTechnology proficiencyProblem-solving

Required

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)

Preferred

Experience with EMR/EHR or practice management platforms
Background in customer support, IT/help desk, or a clinical/medical office environment

Benefits

Excellent PTO
Comprehensive benefits package
401(k) with employer match

Company

OptiMantra

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OptiMantra is online practice management software designed to facilitate interaction between wellness seekers and providers.
dateFounded in 2011
location
Washington, District of Columbia, USA
people-size11-50 employees
web-link
https://www.optimantra.com/

Funding

Current Stage
Early Stage

Leadership Team

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Akhil Singh
Founder
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Recent News

Pulse 2.0
Cerbo And OptiMantra Merge And Appoint New CEO To Lead Combined EMR Platform
2025-12-10
PR Newswire
Cerbo and OptiMantra Announce Merger Under New CEO Jeff Hindman
2025-12-03
PR Newswire
Compliancy Group and OptiMantra Announce Strategic Partnership to Better Serve Healthcare Providers
2025-09-19
Company data provided by crunchbase