FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Onboarding Account Manager
ClinicMind Platform for Full-Cycle Patient CareOnboarding Account Manager guiding healthcare practices through successful onboarding at ClinicMind. Managing client relationships and delivering training for effective platform usage.
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.
- Escalate risks and issues to leadership when appropriate.
- 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.
- Ensure clients achieve clinical and billing readiness prior to graduation.
- Provide same-day post-session recaps with SMART action items.
- Maintain accurate documentation of all onboarding activities in Momentum CRM.
- Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements.
- Verify completion of: EDI enrollment ERA setup CMPay/Fortis activation
- Coordinate with: CredEdge (Credentialing) PatientHub CMPay Billing Operations
- Ensure all onboarding workstreams remain aligned and on schedule.
- Identify onboarding scope discrepancies and communicate findings early in the implementation process.
- Participate in or lead graduation reviews.
- Deploy and monitor Fire Onboarding Surveys.
- Escalate client concerns identified through survey responses within 48 hours.
- Complete graduation readiness verification, including: EDI confirmation Active payment processing Billing training completion Dress rehearsal completion Client confidence assessment.
- Prepare and conduct account handoff to the Retention team.
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.
- Preferred: Experience working with chiropractic, physical therapy, or behavioral health practices.
- Experience onboarding insurance-based healthcare practices.
- Experience with EHR and practice management platforms such as ChiroTouch, AdvancedMD, DrChrono, Jane, OptiMantra, or similar systems.
- Experience conducting go-live training sessions and dress rehearsals.
- Experience handling client escalations and resolving customer concerns.
- Familiarity with CMPay, Fortis, or other healthcare payment processing solutions.
- Experience with credentialing and payer enrollment processes.
- Experience using CRM platforms such as Salesforce, Momentum, HubSpot, or similar systems.
- Bilingual proficiency in English and Spanish.
Benefits
Comp & perks- Must have stable internet connection minimum of 20 MBPS
- Must have a mobile data plan as a backup
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SaaS onboardingclient successEHR softwaremedical billingRevenue Cycle Management (RCM)CPT codingICD-10 codinginsurance verificationgo-live trainingcredentialing
Soft Skills
written communicationpresentation skillstraining skillsZoom facilitationclient relationship managementproblem-solvingproactive communicationorganizational skillsclient satisfaction monitoringescalation management