Onboarding Account Manager

ClinicMind Platform for Full-Cycle Patient Care

Onboarding Account Manager guiding healthcare practices through successful onboarding at ClinicMind. Managing client relationships and delivering training for effective platform usage.

Posted 6/27/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

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

Tools & Technologies

Momentum CRMChiroTouchAdvancedMDDrChronoJaneOptiMantraCMPayFortisSalesforceHubSpot

Industry Keywords

healthcare technologyonboarding processbilling processespractice managementinsurance-based healthcareclaims lifecycleEDI processesactive payment processingdress rehearsalclient escalations

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