Customer Onboarding & Implementation Specialist

OptiMantra; Oregon (WI); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Excellent PTO

Comprehensive benefits package

401(k) with employer match

Fully remote work environment

Job summary

A growing health tech company based in the United States is seeking a Customer Onboarding & Implementation Specialist to guide new practices in using their platform. You will lead onboarding, train users, and provide technical support, helping wellness practitioners succeed. Candidates should have 2+ years in customer support or healthcare operations, with a customer-first mindset. This position offers competitive compensation, comprehensive benefits, and the flexibility to work fully remote.

Qualifications

• 2+ years of experience in customer support, onboarding, or healthcare operations.
• Comfortable with technology tools and systems.
• Experience with EMR/EHR platforms is a plus.

Responsibilities

• Lead new customers through onboarding and setup.
• Train customers on platform features and workflows.
• Provide effective technical support via multiple channels.

Skills

Customer support

Problem-solving

Technology proficiency

Job description

Overview

OptiMantra is a fast-growing practice management and EMR/EHR platform built specifically for integrative, wellness, and multidisciplinary healthcare practices. Our mission is simple but powerful: help practitioners spend less time on admin and more time changing lives

We support a wide range of modalities—from urgent and primary care to naturopathic medicine, acupuncture, Traditional Chinese Medicine (TCM), chiropractic, massage therapy, nutrition and dietetics, nurse practitioners, mental health, and more. From online scheduling and patient intake to clinical charting, payments, insurance, and inventory tracking, OptiMantra brings everything together in one intuitive, all-in-one system. We’re building the most complete, reliable, and user-friendly platform in integrative healthcare—and we’re just getting started. Together, we can help make the world healthier.

What You’ll Do

As a Customer Onboarding & Implementation Specialist, you’ll be on the front lines of our customer experience. You’ll help new practices launch successfully on OptiMantra, guide users through powerful features, and solve real problems for real people doing meaningful work in healthcare. If you love helping others, enjoy learning technology, and want your work to directly support wellness practitioners and patients—you’ll thrive in this role.

What You’ll Do

• 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

What We’re Looking For

• 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

Why You’ll Love Working Here

• Competitive compensation: $40k–$65k annually (based on experience) + performance-based bonuses
• Excellent PTO (we want you rested, not burned out)
• Comprehensive benefits package, in addition to a 401(k) with employer match
• Fully remote - work where you thrive
• Learn about the latest trends in integrative health and wellness (health is wealth!)
• Real ownership and real impact in a fast-growing health tech company