Account Relationship Sales Specialist
About The Position
The Account Relationship Sales Specialist , known internally as Onboarding Specialist is the main point of contact for new clinicians signing on to Mindful Support Services. This role is central to ensuring a smooth, professional, and encouraging start for each provider as they transition into private practice partnership with us. The Onboarding Specialist leads providers through each stage of the onboarding process — from starting a business, marketing themselves, to initial contract signing to practice readiness. This includes collecting and managing documentation, coaching and providing constructive feedback, establishing practice logistics, and helping providers feel confident and connected as they launch their practice. This position requires a balance of organization, empathy, and drive. The ideal candidate enjoys building relationships, managing details, and motivating others to reach shared sales goals.
Requirements
- Bachelor’s degree in business, Human Resources, Psychology, or related field (preferred) .
- 2+ years of experience in onboarding, HR, client success, or account management roles.
- Strong organizational skills, attention to detail, and ability to manage multiple priorities.
- Excellent written and verbal communication with a customer-focused mindset.
- Comfortable working toward performance metrics and deadlines in a fast-paced environment.
- Proficiency with CRM systems, Microsoft Office Suite (Word, Excel, Power BI), and related tools.
Nice To Haves
- Experience in healthcare, mental health, or high-touch service industries preferred .
- Candidates with backgrounds in hospitality or client relationship management are encouraged to apply.
Responsibilities
- Build authentic relationships that support long-term provider success.
- Motivate and educate providers on early-stage private practice management fundamentals.
- Identify disengaged or stalled providers and recommend re-engagement strategies.
- Collect feedback to improve onboarding processes and provider satisfaction.
- Highlight community events, trainings, and consultation opportunities to foster engagement.
- Serve as the primary point of contact for new providers during onboarding.
- Lead daily virtual and in-person meetings with providers across the full onboarding lifecycle, from recruitment through business development and practice management guidance.
- Coordinate warm handoffs from Provider Engagement Specialists and initiate onboarding communications.
- Set realistic timelines and goals for provider readiness and track progress toward completion.
- Guide providers through credentialing, compliance, and business documentation requirements.
- Schedule and facilitate onboarding meetings, training sessions, and supervision coordination for associates.
- Establish early practice logistics such as scheduling, telehealth setup, and ramp-up planning.
- Maintain detailed documentation of provider interactions and progress in the CRM system.
- Partner with internal teams — including Direct Managers, Operations, Credentialing, and Client Services — to ensure a seamless onboarding experience.
- Audit cohort progress and provide regular reports to management on milestones and bottlenecks.
- Support continuous process improvement by identifying areas for efficiency and innovation.
Benefits
- 75% employer-covered Health, Dental & Vision insurance
- 401(k) with employer matching (upon eligibility)
- 8 paid holidays and 15 days PTO annually
- Professional development and career growth opportunities
- Supportive, values-driven team environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
