Implementation Manager

Cerbo OptiMantra•Atlanta, GA

5d•Remote

About The Position

Cerbo OptiMantra is seeking an Implementation Manager to guide new medical practices in adopting their Cerbo EHR platform. This role involves customer onboarding, software training, project management, and problem-solving, suitable for individuals who enjoy user guidance, workflow improvement, and team success. The ideal candidate has over 2 years of SaaS onboarding experience or hands-on EHR/practice operations experience (e.g., MA, clinical support, office manager, superuser, or EHR trainer). Cerbo is a rapidly growing healthcare technology company that provides a flexible, cloud-based EHR and patient portal to clinics in the U.S. and internationally, specializing in integrative and functional medicine, membership/DPC/cash-pay models, and personalized, whole-person treatment. The company values building software that supports meaningful care, operating with integrity, helping practices run efficiently, and fostering curiosity, collaboration, and continuous improvement. This role will significantly influence the early stages of the customer journey.

Requirements

Experience in implementation, onboarding, customer success, or project management (SaaS background)
Comfortable training users, leading calls, and managing multiple customers (SaaS background)
Experience working in a clinical setting (MA, office manager, clinical support, etc.) (Healthcare/EHR background)
Hands-on experience using, configuring, or teaching EHR systems (Healthcare/EHR background)
2+ years of relevant experience in a customer-facing or operational role
Strong communication skills, both written and verbal
Ability to break down complex information into clear, customer-friendly guidance
Confidence leading video calls and training sessions
Strong organization and time-management skills
A balance of independent problem-solving and comfort following structured workflows
Curiosity, empathy, and a customer-first mindset

Nice To Haves

Experience in healthcare technology
Experience in software training and onboarding
Experience in practice operations

Responsibilities

Lead the onboarding process from initial kickoff to successful go-live.
Deliver engaging training sessions and walk clinics through system setup.
Simplify complex workflows by explaining settings and best practices in clear, actionable terms.
Own the customer relationship during onboarding, ensuring responsiveness and clarity at every step.
Monitor progress and mitigate risks through proactive communication and issue resolution.
Collaborate cross-functionally with Support, Product, and Engineering to address questions and remove blockers.
Build strong, trust-based relationships by being thoughtful, transparent, and solution-oriented.
Drive continuous improvement by sharing ideas to enhance onboarding processes, training materials, and team operations.