
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.
🕒 May 21
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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.
• Lead the onboarding process from initial kickoff to successful go-live. • Deliver engaging training sessions and walk clinics through system setup. • Simplify complex workflows by explaining settings and best practices in clear, actionable terms. • Own the customer relationship during onboarding, ensuring responsiveness and clarity at every step. • Monitor progress and mitigate risks through proactive communication and issue resolution. • Collaborate cross-functionally with Support, Product, and Engineering to address questions and remove blockers. • Build strong, trust-based relationships by being thoughtful, transparent, and solution-oriented. • Drive continuous improvement by sharing ideas to enhance onboarding processes, training materials, and team operations.
• 2+ years SaaS onboarding experience or hands-on EHR/practice operations experience • Strong communication skills, both written and verbal • Ability to break down complex information into clear, customer-friendly guidance • Confidence leading video calls and training sessions • Strong organization and time-management skills • A balance of independent problem-solving and comfort following structured workflows • Curiosity, empathy, and a customer-first mindset. • Nice to have: Experience in healthcare technology, software training and onboarding, or practice operations.
• 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
Apply Now🕒 May 19
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