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Software Onboarding Specialist - Wellbeing

2 months ago
United States
Full-time
Mid Level
Implementation Engineer
Project and Program Management
CRM Salesforce
Apply Now
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
View All Jobs 10

Description

  • Deliver a positive and professional onboarding experience through clear communication, responsiveness, and guidance.
  • Serve as the primary point of contact for customers during onboarding and build trusted relationships.
  • Understand customer goals, workflows, and behavioral health practice needs to tailor onboarding.
  • Manage a portfolio of onboarding engagements from kickoff through completion.
  • Coordinate timelines, tasks, and milestones to ensure successful and timely implementations.
  • Track progress, document activity, and maintain accurate records in CRM and internal systems.
  • Help design and evolve a scaled onboarding experience using tools like Userpilot.
  • Partner cross-functionally to build in-app guidance, walkthroughs, and automated onboarding journeys.
  • Identify opportunities to reduce manual onboarding effort while improving customer experience and outcomes.
  • Drive customers to go-live readiness within 7–14 days and proactively resolve onboarding risks.

Requirements

  • 4+ years of combined experience in customer support within a SaaS environment and/or a behavioral or mental health practice setting.
  • Hands-on experience in a behavioral or mental health office environment with understanding of workflows, tools, and patient engagement processes.
  • Experience working in a SaaS or technology-enabled environment, preferably in onboarding, implementation, or customer success.
  • Exposure to or interest in scaled onboarding tools such as Userpilot, Pendo, or Appcues and digital adoption strategies.
  • Strong organizational and project management skills with the ability to manage multiple onboarding engagements simultaneously.
  • Experience using CRM systems such as Salesforce and maintaining accurate customer records.
  • Ability to operate both tactically in 1:1 onboarding and strategically through automation and AI-enabled onboarding.
  • Outstanding written and verbal communication skills, including the ability to guide customers with varying technical comfort levels.

Benefits

  • Compensation of $42,000 to $54,000 per year.
  • Comprehensive health, dental, and vision coverage options.
  • Wellness benefits supporting lifestyle, behavioral health, and overall wellbeing.
  • Flexible paid time off, sick time, and 10 company-paid holidays.
  • 401(k) plan with company match.
  • May be eligible for additional compensation such as bonuses or equity, as applicable.
  • Remote work is available, with a hybrid schedule for employees based in Las Vegas, Green Bay, or San Diego.

Interested in this position?

Apply directly on the company website

Apply Now

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