Onboarding Representative

PracticeTek•San Diego, CA

About The Position

About PracticeTek Stop scrolling - your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go! We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity. We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together. At PracticeTek, You’ll Get To Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs. Team up with passionate, talented people who care deeply about patients, providers, and making a difference. See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone. Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.

Requirements

Relevant industry and software experience. Experience working in an eye care or clinical setting, with familiarity in EMR/EHR systems and healthcare workflows.
Customer-facing and remote engagement skills. Strong customer service orientation with the ability to build relationships, communicate clearly, and effectively support customers in a remote environment.
Organization, problem-solving, and self-direction. Ability to manage multiple priorities, research and resolve issues independently, and maintain momentum in a fast-paced onboarding environment.
Technical proficiency and adaptability. Comfort with modern tools and platforms (e.g., Microsoft Office, virtual collaboration tools), with the ability to quickly learn new systems and adapt to evolving technology.

Responsibilities

Own and deliver successful end-to-end onboarding experiences. Manage the full onboarding lifecycle from discovery through go-live, ensuring a seamless, organized, and high-quality customer experience.
Drive accountability and momentum toward on-time go-live. Proactively manage timelines, milestones, and customer engagement to keep onboarding on track and aligned to target outcomes.
Guide customers through a structured, resource-driven onboarding journey. Act as a strategic partner by directing customers to the right tools, content, and workflows, enabling confident adoption without traditional training.
Improve onboarding outcomes through insight and cross-functional collaboration. Identify risks, gaps, and trends during onboarding and share actionable feedback to enhance processes, resources, and overall customer experience.
Contribute to a strong, engaged, and adaptable team culture. Actively participate in company initiatives, internal platforms, and team engagement efforts while demonstrating openness to new tools, evolving workflows, and continuous change.