Build relationships that balance empathy and accountability
Conduct Getting Started and Check-In calls to manage expectations and progress
Develop tailored onboarding plans and coach clients through training milestones
Coordinate with Billing, Training, and Support teams to ensure seamless setup
Track progress using Salesforce and manage follow-up tasks through the ClinicMind Task Manager
Celebrate graduation when clients achieve independence and system mastery

At least 30 days of onboarding shadowing experience within ClinicMind
Strong understanding of ClinicMind's onboarding lifecycle and client engagement tools
Familiarity with Salesforce, Google Workspace, and Zoom

Onboarding Account Manager

Key skills