Onboarding Account Manager

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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. • 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.

🎯 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.

🏖️ Benefits

• Flexible working arrangements • Professional development