Onboarding Account Manager

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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ClinicMind Platform for Full-Cycle Patient Care

WebsiteLinkedInAll Job Openings

201 - 500 employees

⚕️ Healthcare Insurance

☁️ SaaS

Healthcare Insurance • SaaS • Healthcare

ClinicMind Platform for Full-Cycle Patient Care is a comprehensive healthcare technology provider offering a range of software solutions and services for medical practices. Their offerings include ONC-certified EHR systems, chiropractic software, practice management solutions, billing platforms, credentialing services, and patient engagement tools like patient portals and telehealth options. ClinicMind focuses on streamlining provider documentation, simplifying billing and payment processes, and enhancing the patient experience, helping healthcare practice owners optimize operations, increase revenue, and improve patient satisfaction. The platform provides customizable automation and support to meet the unique needs of single or multi-site practices, ensuring efficient and effective full-cycle patient care management.

📋 Description

• 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. • Ensure all onboarding workstreams remain aligned and on schedule. • 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

• 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. • Experience working with chiropractic, physical therapy, or behavioral health practices. (Preferred) • Experience onboarding insurance-based healthcare practices. (Preferred) • Experience with EHR and practice management platforms such as ChiroTouch, AdvancedMD, DrChrono, Jane, OptiMantra, or similar systems. (Preferred) • Experience conducting go-live training sessions and dress rehearsals. (Preferred) • Experience handling client escalations and resolving customer concerns. (Preferred) • Familiarity with CMPay, Fortis, or other healthcare payment processing solutions. (Preferred) • Experience with credentialing and payer enrollment processes. (Preferred) • Experience using CRM platforms such as Salesforce, Momentum, HubSpot, or similar systems. (Preferred) • Bilingual proficiency in English and Spanish. (Preferred)

🏖️ Benefits

• Must have stable internet connection minimum of 20 MBPS • Must have a mobile data plan as a backup • Must be comfortable working the US business hours • Must own a PC or laptop with at least 16 GB of memory