We’re looking for a Practice Onboarding Specialist to guide new healthcare clients through the onboarding process and ensure a smooth transition into our marketing and operational programs. This role is client-facing and requires excellent communication, coordination, and training skills to deliver an exceptional onboarding experience. Key Responsibilities: Serve as the main point of contact for new clients during onboarding. Coordinate client training sessions, setup, and implementation tasks. Conduct virtual walkthroughs and training to educate clients on tools and best practices. Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery. Track onboarding milestones, collect feedback, and proactively resolve concerns. Maintain documentation, training materials, and onboarding guides. Monitor KPIs to evaluate onboarding effectiveness and recommend improvements. Assist with the client offboarding process when necessary.

Requirements

Required Skills & Qualifications: Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field. 3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing. Strong project management skills; able to juggle multiple clients and timelines. Excellent communication and presentation skills. Critical thinking and problem-solving abilities. Familiarity with CRM tools and project management platforms is a plus. Customer-first mindset and attention to detail.