Software Onboarding Specialist

zHealth•San Francisco, CA

1d•Onsite

About The Position

As an Implementation Specialist, you will be the primary guide for new customers as they adopt the zHealth EHR platform. You will lead onboarding, deliver product training, configure account settings, and ensure a smooth transition into daily use of the software. You will partner closely with Customer Success and Support to ensure customers understand workflows, especially related to scheduling, documentation, and billing in the healthcare space. Your mission is helping clinics go live confidently, quickly, and successfully.

Requirements

Minimum 2 years of SaaS onboarding, training, or Customer Success experience
Strong written and verbal communication skills
Comfort learning technical systems and applying workflow best practices
Organized, detail-driven, and able to manage multiple customer projects simultaneously
Full-time availability in our San Francisco office

Nice To Haves

Familiarity with EHR software, clinic workflows, or medical billing is a plus
Proficiency with CRM and productivity tools such as Zoho, Salesforce, Zendesk, or HubSpot

Responsibilities

Manage onboarding projects for new clinics from kickoff through go-live
Train customers on zHealth software including scheduling, documentation, and billing features
Configure customer accounts, settings, roles, and initial integrations
Provide expert guidance on best practices for operational and insurance workflows
Assist customers with claim setup, billing configuration, and clearinghouse processes
Track onboarding progress, ensure milestones are met, and proactively remove blockers
Collaborate with internal teams to resolve any complex setup or workflow issues
Document learnings and contribute to onboarding process improvements
Maintain exceptional communication and follow-through to drive high customer satisfaction