Practice Onboarding Specialist - Remote

Overview

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.

In Short

• Serve as the main point of contact for new clients during onboarding.
• Coordinate client training sessions, setup, and implementation tasks.
• Conduct virtual walkthroughs and training to educate clients on tools and best practices.
• Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery.
• Track onboarding milestones, collect feedback, and proactively resolve concerns.
• Maintain documentation, training materials, and onboarding guides.
• Monitor KPIs to evaluate onboarding effectiveness and recommend improvements.
• Assist with the client offboarding process when necessary.

Requirements

• Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field.
• 3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing.
• Strong project management skills; able to juggle multiple clients and timelines.
• Excellent communication and presentation skills.
• Critical thinking and problem-solving abilities.
• Familiarity with CRM tools and project management platforms is a plus.
• Customer-first mindset and attention to detail.

Benefits

• Details about the benefits are not provided in the job description.