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.

Implementation Manager

Key skills