Customer Onboarding Specialist - Patients
About the role
PracticeTek operates in the retail healthcare technology sector, addressing the challenge of streamlining healthcare practices across North America. The organization provides integrated technology solutions—including practice management, analytics, digital intake forms, marketing tools, electronic health records, and payment systems—to over 40,000 clinics worldwide. Their platforms support providers in Chiropractic, Wellbeing, Vision, and Dental care, aiming to make retail healthcare practices more efficient and accessible.
The CUSTOMER ONBOARDING SPECIALIST role is responsible for managing the successful implementation of technology solutions for new customers. This position ensures that clients are effectively onboarded from post-sale through launch and transition to ongoing support, enabling them to adopt and realize value from the company's offerings. The role is critical in driving a positive customer experience and facilitating smooth project execution.
Responsibilities
- Manage customer onboarding projects from handoff to transition
- Develop and maintain project plans, timelines, and documentation
- Serve as primary contact for customer communication and alignment
- Coordinate across internal teams to resolve implementation barriers
- Monitor launch readiness and contribute to process improvements
Requirements
4+ years of customer-facing experience in software onboarding, implementation, support, success, project coordination, or related roles
Benefits
- Comprehensive health, dental, and vision coverage options
- Flexible paid time off, sick time, and 10 company-paid holidays
- 401(k) plan with company match