zHealth · 12 hours ago
Software Onboarding Specialist
San Francisco, California, United States
Full-time
Onsite
Entry, Mid Level
2+ years expzHealth is a fast-growing SaaS company using modern technology to digitize wellness businesses. They are seeking a Software Onboarding Specialist to guide new customers through the onboarding process, delivering product training and ensuring a smooth transition to the zHealth EHR platform.
Cloud Data ServicesInformation TechnologyMedicalSoftware
Responsibilities
Manage onboarding projects for new clinics from kickoff through go-live
Train customers on zHealth software including scheduling, documentation, and billing features
Configure customer accounts, settings, roles, and initial integrations
Provide expert guidance on best practices for operational and insurance workflows
Assist customers with claim setup, billing configuration, and clearinghouse processes
Track onboarding progress, ensure milestones are met, and proactively remove blockers
Collaborate with internal teams to resolve any complex setup or workflow issues
Document learnings and contribute to onboarding process improvements
Maintain exceptional communication and follow-through to drive high customer satisfaction
Qualification
Required
Minimum 2 years of SaaS onboarding, training, or Customer Success experience
Strong written and verbal communication skills
Proficiency with CRM and productivity tools such as Zoho, Salesforce, Zendesk, or HubSpot
Comfort learning technical systems and applying workflow best practices
Organized, detail-driven, and able to manage multiple customer projects simultaneously
Full-time availability in our San Francisco office
Preferred
Familiarity with EHR software, clinic workflows, or medical billing is a plus
Benefits
Health, Dental, and Vision Benefits
401(k) Match
Stock Options
11 company holidays (including your birthday!)
Paid Time-Off (PTO)
Company-sponsored events and outings
Supportive, energetic culture with room to grow
Opportunity to scale your career with a fast-growing SaaS organization
Company
zHealth
zHealth is cloud-based practice management software for chiropractors, physical therapists, acupuncturists, and other wellness providers.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Sukhi Singh
CEO
R
Rishubh Garg
Co-Founder
Recent News
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