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Onboarding & Implementation Specialist

đź•’ September 14

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

đź‘» Ghost score 25%

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OptiMantra

11 - 50 employees

Founded 2011

🏥 Healthcare

🛡️ Insurance

đź’Ľ Consulting

Healthcare • Insurance • Consulting

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.

đź“‹ Description

• Lead new customers through onboarding and setup on the OptiMantra platform • Train customers on platform features, workflows, and best practices • Provide technical support via phone, email, and video calls • Troubleshoot issues and deliver customer solutions • 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

• 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 • Comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems • Strong problem-solving skills • Customer-first mindset • Enjoys helping people learn and succeed • Ability to improve processes • Equal opportunity employment; no discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

🏖️ Benefits

• 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 • Competitive compensation based on experience

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