Onboarding Manager

NexHealth • San Francisco, CA

84d

About The Position

NexHealth is on a mission to accelerate innovation in healthcare by connecting patients, doctors, and developers. The Onboarding Team is looking for operators eager to tackle high-impact challenges and build scalable processes for Customer Success in a high-growth environment. This role involves leading onboarding for new medical practice clients, ensuring a smooth setup process, and delivering a high-touch experience that builds long-term customer satisfaction.

Requirements

• 2–4 years of experience in a customer-facing onboarding, implementation, or customer success role at a SaaS company.
• Available to be on-site a minimum of two days per week.
• Experience implementing technical products, including guiding customers through software setup, integrations, training or process configuration.
• Ability to consult with customers to understand their goals, recommend best practices, and drive business outcomes.
• Proven ability to manage multiple projects concurrently, onboarding projects.
• Excellent written and verbal communication skills.
• Experience using CRM or project management tools such as Salesforce, HubSpot, Asana, or Trello.
• High technical aptitude with the ability to quickly learn complex software systems, troubleshoot configuration issues, and communicate technical concepts to non-technical users.
• Experience working with small businesses or healthcare customers, particularly those with limited technical resources.

Nice To Haves

• Experience in onboarding customers to a product that integrates with external systems such as APIs or practice management software.
• Familiarity with dental or medical technology platforms.
• Background working in a fast-paced startup or scale-up environment.

Responsibilities

• Lead onboarding for new medical practice clients, ensuring a smooth 30-day setup process that includes installation, customization, training, and consultation.
• Deliver a high-touch, 'white glove' experience from the moment of purchase to full adoption, setting a positive first impression and building a foundation for long-term customer satisfaction.
• Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges.
• Collaborate closely with cross-functional teams to ensure that onboarding aligns with customer goals and maximizes their ability to leverage our product effectively.
• Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction.

Benefits

• Competitive salary plus equity.
• Commuter benefits.
• 401K.
• Full Medical, Dental and Vision.
• Unlimited PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees