Onboarding Specialist - Patients

PracticeTek

6d • $25 - $28 • Hybrid

About The Position

PracticeTek is seeking an Onboarding Specialist to revolutionize healthcare practices. This role involves managing customer onboarding projects from post-sale handoff through launch and transition to the Customer Success team. The specialist will drive onboarding project plans, lead customer communication, coordinate cross-functional delivery, and ensure launch readiness. The company emphasizes innovation, collaboration, and a high-energy, high-impact work environment. PracticeTek is a leading retail-healthcare tech provider serving over 40,000 clinics worldwide in the Chiropractic, Wellbeing, Vision, and Dental sectors. They are committed to making healthcare simpler, smarter, and better through technology. The role offers flexibility, with remote options and a hybrid setup for those in Las Vegas, NV; Green Bay, WI; or San Diego, CA.

Requirements

• 4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role, preferably within a SaaS or technology environment.
• Demonstrated experience independently managing multiple customer projects, implementations, or complex customer engagements simultaneously, with accountability for timelines, deliverables, follow-through, and customer outcomes.
• Strong project-management, organization, and prioritization skills, including the ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams.
• Excellent written and verbal communication skills, with demonstrated ability to lead customer meetings, manage expectations, communicate proactively, and work effectively with both technical and non-technical stakeholders.
• Strong problem-solving and technology proficiency, including experience using CRM, project-management, communication, and productivity tools and the ability to quickly learn new software, workflows, products, and industry concepts.

Responsibilities

• Manage a portfolio of customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to the ongoing Customer Success team, ensuring each customer is prepared to successfully adopt and realize value from their PracticeTek solutions.
• Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria while maintaining clear project documentation and keeping both customers and internal stakeholders accountable to agreed-upon next steps.
• Serve as the primary point of contact throughout onboarding, leading customer meetings, providing proactive status updates, setting expectations, and translating customer needs into actionable implementation plans.
• Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams to address configurations, workflows, data requirements, integrations, dependencies, and issues that could impact implementation success.
• Identify and resolve project risks, ensure required training and implementation activities are completed, maintain accurate customer and system records, and contribute insights that improve onboarding processes, resources, and overall customer time to value.

Benefits

• Comprehensive health, dental, and vision coverage options
• Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
• Flexible paid time off, sick time, and 10 company-paid holidays
• 401(k) plan with company match
• Culture Committee driving initiatives that spark connection, fun, and belonging
• A workplace powered by innovation, collaboration, and energy every day

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed