About this role

Lead Getting Started Calls (GSCs) that set expectations, scope, timelines, and success criteria
Serve as the single owner of onboarding for high-value Behavioral Health and Chiropractic practices
Configure and onboard clients across multiple integrated products, not just EHR
Guide practices through payer contracting and enrollment considerations in partnership with CredEdge and RCM
Deliver live, instructor-led workflow based trainings for: Front office and scheduling teams, Providers and clinical staff
Identify onboarding risks early and proactively manage them
Maintain detailed onboarding documentation and clear next steps after every client interaction
Drive clients to On Time, In Full (OTIF) go-live outcomes with high confidence and satisfaction

Hands-on experience in healthcare SaaS onboarding or implementation (EHR, PM, or RCM platforms)
Behavioral Health and/or Chiropractic domain experience
Experience onboarding high-value or operationally complex practices
Working knowledge of revenue cycle fundamentals, including payer enrollment, claims flow, and denials basics
Comfort leading live client calls, discovery sessions, and trainings without scripts
The ability to ramp quickly: LMS → shadow → co-pilot → solo in days, not months

Senior Client Onboarding Specialist

Key skills