Onboarding and Implementation Specialist

🕒 May 24

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OptiMantra

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2011

☁️ SaaS

🤝 B2B

SaaS • B2B

OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.

📋 Description

• Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform • Train customers on platform features, workflows, and best practices • Provide friendly, effective technical support via phone, email, and video calls • Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard • Create and improve customer-facing knowledge base articles and training videos • Partner with internal teams to improve processes, documentation, and the overall customer experience

🎯 Requirements

• You genuinely enjoy helping people learn and succeed • You’re a strong problem-solver who isn’t afraid to dig in and figure things out • You bring a customer-first mindset and enjoy improving processes • You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems • 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate) • Experience with EMR/EHR or practice management platforms is a plus • Background in customer support, IT/help desk, or a clinical/medical office environment is helpful

🏖️ Benefits

• Competitive compensation based on experience • Paid Time Off and company holidays • Comprehensive health, dental and vision benefits • Short-term and long-term disability Insurance • 401k plan with matching company contribution • Real ownership and impact in a fast-growing health tech company