Onboarding & Implementation Specialist

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<p><span style="font-weight: bold"><span>The Company</span></span><span> </span></p> <p><span style="font-weight: bold">Cerbo · OptiMantra</span> is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work -- not the other way around.</p> <p><br>Each platform is a purpose-built EHR and practice management solution. <span style="font-weight: bold">Cerbo</span> is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require. <span style="font-weight: bold">OptiMantra</span> is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on.</p> <p><br>Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that -- at whatever size and pace they choose to grow.</p> <p><br></p> <p><span style="font-size: 12pt; font-weight: bold">About the Role</span></p> <p><span style="font-size: 12pt">As a <span style="font-weight: bold">Customer Onboarding & Implementation Specialist</span>, you’ll be on the front lines of our customer experience. You’ll help new practices launch successfully on OptiMantra, guide users through powerful features, and solve real problems for real people doing meaningful work in healthcare. If you love helping others, enjoy learning technology, and want your work to directly support wellness practitioners and patients—you’ll thrive in this role.</span></p> <p><br></p> <p><span style="font-size: 12pt; font-weight: bold">What You’ll Do</span></p> <ul> <li><span style="font-size: 12pt">Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform</span></li> <li><span style="font-size: 12pt">Train customers on platform features, workflows, and best practices</span></li> <li><span style="font-size: 12pt">Provide friendly, effective technical support via phone, email, and video calls</span></li> <li><span style="font-size: 12pt">Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard</span></li> <li><span style="font-size: 12pt">Create and improve customer-facing knowledge base articles and training videos</span></li> <li><span style="font-size: 12pt">Partner with internal teams to improve processes, documentation, and the overall customer experience</span></li> </ul> <p><br></p> <p><span style="font-size: 12pt; font-weight: bold">What We’re Looking For</span><br></p> <ul> <li><span style="font-size: 12pt">You genuinely enjoy helping people learn and succeed</span></li> <li><span style="font-size: 12pt">You’re a strong problem-solver who isn’t afraid to dig in and figure things out</span></li> <li><span style="font-size: 12pt">You bring a customer-first mindset and enjoy improving processes</span></li> <li><span style="font-size: 12pt">You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems</span></li> <li><span style="font-size: 12pt">2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)</span></li> <li><span style="font-size: 12pt">Experience with EMR/EHR or practice management platforms is a plus</span></li> <li><span style="font-size: 12pt">Background in customer support, IT/help desk, or a clinical/medical office environment is helpful</span></li> </ul> <p><br></p> <p><span style="font-size: 12pt; font-weight: bold">Why You’ll Love Working Here</span></p> <ul> <li><span style="font-size: 12pt">Competitive compensation based on experience</span></li> <li><span style="font-size: 12pt">Paid Time Off and company holidays </span></li> <li><span style="font-size: 12pt">Comprehensive health, dental and vision benefits</span></li> <li><span style="font-size: 12pt">Short-term and long-term disability Insurance</span></li> <li><span style="font-size: 12pt">401k plan with matching company contribution</span><br></li> <li><span style="font-size: 12pt">Real ownership and impact in a fast-growing health tech company</span><br></li> </ul> <p><span style="font-size: 12pt"> </span></p> <p><span style="font-size: 12pt"><span style="font-weight: bold">Location</span><span style="font-weight: bold">: </span>100% Remote </span><br></p> <p><br></p> <p><span style="font-size: 12pt">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. </span></p>

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