Onboarding & Implementation Specialist

Cerbo OptiMantra•Atlanta, GA

5d•Remote

About The Position

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.

Requirements

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)

Nice To Haves

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

Responsibilities

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