Onboarding & Implementation Specialist

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.

What You’ll Do

• 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

Do you have experience in Customer communication?, * 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

Pulled from the full job description

• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance
• Disability insurance
• Paid holidays, * 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

Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work - not the other way around.

Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on.

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that - at whatever size and pace they choose to grow.