Software Onboarding Specialist - Wellbeing

About PracticeTek

We don't do ordinary, we do bold ideas, big impact, and endless opportunities to grow. At PracticeTek, we're revolutionizing healthcare practices effortlessly, bringing together the best-in-class platforms that serve Chiropractic, Wellbeing, Vision, and Dental providers and their patients.

What You'll Do

Deliver a positive, professional onboarding experience through clear communication, responsiveness, and guidance.
Build trusted relationships with customers and serve as their primary point of contact during onboarding.
Understand customer goals, workflows, and behavioral health practice needs to tailor onboarding accordingly.
Manage a portfolio of onboarding engagements from kickoff through completion.
Coordinate timelines, tasks, and milestones to ensure successful and timely implementations.
Track progress, document activity, and maintain accurate records in CRM and internal systems.
Enable scaled onboarding & AI: Help design and evolve a scaled onboarding experience leveraging tools like Userpilot.
Partner cross-functionally to build in-app guidance, walkthroughs, and automated onboarding journeys.
Identify opportunities to reduce manual onboarding effort while improving customer experience and outcomes.
Continuously test, iterate, and optimize onboarding flows using data and customer feedback.
Drive customers to go-live readiness within established onboarding timelines (7-14 days):
Balance quality and efficiency based on product complexity and services purchased.
Identify risks early and partner with customers and internal teams to proactively resolve issues.

What You Bring

4+ years of combined experience in customer support within a SaaS environment and/or a behavioral or mental health practice setting.
Hands-on experience in a behavioral or mental health office environment, with strong understanding of workflows, tools, and patient engagement processes.
Experience working in a SaaS or technology-enabled environment, preferably in onboarding, implementation, or customer success.
Exposure to or interest in scaled onboarding tools (e.g., Userpilot, Pendo, Appcues) and digital adoption strategies.
Strong organizational and project management skills, with the ability to manage multiple onboarding engagements simultaneously.
Ability to operate both tactically (1:1 onboarding) and strategically (scaling onboarding through automation and AI)
Outstanding written and verbal communication skills, with the ability to guide customers of varying technical comfort levels.

The Fine Print

We reasonably expect to pay between $42,000 - $54,000 for this position. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable.