Software Onboarding Representative - Optometry

2 weeks, 6 days ago
Full-time
Junior
Project and Program Management
PracticeTek

PracticeTek

PracticeTek is an innovative software and services company empowering healthcare clinics in the retail healthcare market with solutions that enhance patient experiences and streamline clinic operations.

Health Care Providers & Services
51-250
Founded 2020

Description

  • Own and deliver end-to-end customer onboarding experiences from discovery through go-live.
  • Manage the full onboarding lifecycle to ensure a seamless, organized, and high-quality customer experience.
  • Proactively manage timelines, milestones, and customer engagement to keep onboarding on track and aligned to target outcomes.
  • Drive accountability and momentum toward on-time go-live.
  • Guide customers through a structured, resource-driven onboarding journey using the right tools, content, and workflows.
  • Act as a strategic partner to support confident adoption without traditional training.
  • Identify onboarding risks, gaps, and trends and share actionable feedback to improve processes and resources.
  • Collaborate cross-functionally to enhance onboarding outcomes and the overall customer experience.
  • Participate in company initiatives, internal platforms, and team engagement efforts.
  • Adapt to evolving tools, workflows, and continuous change within the team environment.

Requirements

  • Experience working in an eye care setting.
  • Familiarity with EMR/EHR systems and healthcare workflows.
  • Relevant industry and software experience.
  • Strong customer service orientation and customer-facing experience.
  • Ability to communicate clearly and build relationships in a remote environment.
  • Ability to manage multiple priorities in a fast-paced onboarding environment.
  • Strong problem-solving skills and the ability to research and resolve issues independently.
  • Self-directed work style with the ability to maintain momentum.
  • Comfort with modern tools and platforms, including Microsoft Office and virtual collaboration tools.
  • Ability to quickly learn new systems and adapt to evolving technology.

Benefits

  • Base salary in the expected range, with final compensation determined by market data, internal equity, skills, and experience.
  • Health, dental, and vision insurance.
  • Paid time off.
  • 401(k) with company match.
  • Potential eligibility for bonuses.
  • Potential eligibility for equity compensation.

Interested in this position?

Apply directly on the company website

Apply Now

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