Onboarding Specialist - Patients

Summary

PracticeTek is a retail-healthcare technology provider offering solutions for healthcare practices and clinics. The Onboarding Specialist will manage customer implementations from post-sale handoff through launch and transition, coordinating project plans, communication, training, configuration, and cross-functional delivery to support successful adoption and time to value.

Responsibilities

• Own successful customer implementations: Manage a portfolio of customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to the ongoing Customer Success team, ensuring each customer is prepared to successfully adopt and realize value from their PracticeTek solutions
• Drive the onboarding project plan: Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria while maintaining clear project documentation and keeping both customers and internal stakeholders accountable to agreed-upon next steps
• Lead customer communication and alignment: Serve as the primary point of contact throughout onboarding, leading customer meetings, providing proactive status updates, setting expectations, and translating customer needs into actionable implementation plans
• Coordinate cross-functional delivery and remove barriers: Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams to address configurations, workflows, data requirements, integrations, dependencies, and issues that could impact implementation success
• Drive launch readiness and continuous improvement: Identify and resolve project risks, ensure required training and implementation activities are completed, maintain accurate customer and system records, and contribute insights that improve onboarding processes, resources, and overall customer time to value

Skills

• 4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role, preferably within a SaaS or technology environment
• Demonstrated experience independently managing multiple customer projects, implementations, or complex customer engagements simultaneously, with accountability for timelines, deliverables, follow-through, and customer outcomes
• Strong project-management, organization, and prioritization skills, including the ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams
• Excellent written and verbal communication skills, with demonstrated ability to lead customer meetings, manage expectations, communicate proactively, and work effectively with both technical and non-technical stakeholders
• Strong problem-solving and technology proficiency, including experience using CRM, project-management, communication, and productivity tools and the ability to quickly learn new software, workflows, products, and industry concepts

Qualifications

Must Haves

• 4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role, preferably within a SaaS or technology environment
• Demonstrated experience independently managing multiple customer projects, implementations, or complex customer engagements simultaneously, with accountability for timelines, deliverables, follow-through, and customer outcomes
• Strong project-management, organization, and prioritization skills, including the ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams
• Excellent written and verbal communication skills, with demonstrated ability to lead customer meetings, manage expectations, communicate proactively, and work effectively with both technical and non-technical stakeholders
• Strong problem-solving and technology proficiency, including experience using CRM, project-management, communication, and productivity tools and the ability to quickly learn new software, workflows, products, and industry concepts

Benefits

• Comprehensive health, dental, and vision coverage options
• Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
• Flexible paid time off, sick time, and 10 company-paid holidays
• 401(k) plan with company match to help you build your future
• Culture Committee driving initiatives that spark connection, fun, and belonging
• Remote work options
• Hybrid setup for candidates based in Las Vegas, NV; Green Bay, WI; or San Diego, CA, with three days each week collaborating in the office and the rest working remotely
• May be eligible for additional compensation such as bonuses or equity, as applicable