Onboarding & Implementation Manager

Cerbo OptiMantra•Atlanta, GA

1d•Remote

About The Position

Cerbo OptiMantra is fast growing, and we’re hiring an SMB Implementation Manager to help new medical practices confidently adopt our Cerbo EHR platform. This role blends customer onboarding, software training, light project management, and problem solving—perfect for someone who loves guiding users, improving workflows, and helping teams succeed. This role is ideal for someone with 2+ years SaaS onboarding experience or hands-on EHR/practice operations experience (MA, clinical support, office manager, superuser, or anyone who has trained others on an EHR). Why Cerbo Cerbo is a fast-growing healthcare technology company supporting clinics across the U.S. and internationally with our flexible, cloud-based EHR and patient portal. Clinics choose Cerbo for our focus on: Integrative and functional medicine Membership, direct primary care (DPC) and cash-pay care models Personalized, whole-person treatment approaches We take pride in: Building software that supports meaningful, relationship-based care Operating with integrity and prioritizing doing right by our customers Helping practices run more efficiently so they can focus on patient care Encouraging curiosity, collaboration, and continuous improvement You’ll help shape the earliest—and most influential—phase of the customer journey.

Requirements

Experience in implementation, onboarding, customer success, or project management
Comfortable training users, leading calls, and managing multiple customers
Experience working in a clinical setting (MA, office manager, clinical support, etc.)
Hands-on experience using, configuring, or teaching EHR systems
2+ years of relevant experience in a customer-facing or operational role (Entry - Mid level)
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, software training and onboarding, or 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.