Onboarding Account Manager

ClinicMind Platform for Full-Cycle Patient Care

Onboarding Account Manager at ClinicMind managing healthcare practice onboarding processes. Overseeing client communication and training for software adoption in healthcare.

Posted 6/27/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Manage a portfolio of approximately 6–10 active onboarding accounts.
Serve as the primary point of contact from contract signing through onboarding completion.
Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements.
Establish onboarding expectations, milestones, and timelines.
Manage all client communications via email, phone, and Zoom.
Conduct regular client check-ins throughout the onboarding process.
Monitor client satisfaction and proactively identify potential concerns.
Guide clients through go-live preparation and readiness.
Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal.
Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.

Requirements

What you’ll need

Must be based in the United States and available to work standard U.S. business hours.
Minimum of 2 years of experience in SaaS onboarding, implementation, or client success.
Experience managing client relationships and owning customer accounts throughout the onboarding process.
Experience with healthcare technology, EHR software, or medical billing environments.
Strong understanding of Revenue Cycle Management (RCM), including: Claims lifecycle, ERA/EDI processes, Insurance verification, CPT and ICD-10 coding fundamentals.
Excellent written communication skills.
Strong presentation, training, and Zoom facilitation skills.

Benefits

Comp & perks

Flexible working arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS onboardingEHR softwaremedical billingRevenue Cycle ManagementClaims lifecycleERA/EDI processesInsurance verificationCPT codingICD-10 coding

Soft Skills

client relationship managementcommunicationpresentationtrainingfacilitation