[Hiring] Onboarding & Implementation Specialist @Cerbo OptiMantra

Role Description

As a Customer Onboarding & Implementation Specialist , 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.

• Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform
• Train customers on platform features, workflows, and best practices
• Provide friendly, effective technical support via phone, email, and video calls
• Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard
• Create and improve customer-facing knowledge base articles and training videos
• Partner with internal teams to improve processes, documentation, and the overall customer experience

Qualifications

• You genuinely enjoy helping people learn and succeed
• You’re a strong problem-solver who isn’t afraid to dig in and figure things out
• You bring a customer-first mindset and enjoy improving processes
• You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems
• 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)
• Experience with EMR/EHR or practice management platforms is a plus
• Background in customer support, IT/help desk, or a clinical/medical office environment is helpful

Benefits

• Competitive compensation based on experience
• Paid Time Off and company holidays
• Comprehensive health, dental and vision benefits
• Short-term and long-term disability Insurance
• 401k plan with matching company contribution
• Real ownership and impact in a fast-growing health tech company

Location

100% Remote

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.