Source Job

3w PTO

  • Be an integral part of the onboarding team by helping to define the needs of new customers.
  • Plan and prepare the technological park required for the deployment of MEDFAR’s products.
  • Develop IT clinical processes related to deployment and conduct advanced training for clinic staff.

Project Management Customer Service Training EMR

20 jobs similar to Customer Onboarding Specialist

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United States

  • Manage customer onboarding to the eHealth Exchange, from initial inquiry through testing and activation.
  • Coordinate with federal agencies, prepare status reports, and develop technical onboarding plans.
  • Facilitate customer adoption of new services and ensure adherence to testing and policy requirements.

The Sequoia Project is a non-profit that supports the eHealth Exchange, a health IT network of networks enabling nationwide health information exchange. The organization is small and collaborative, focused on advancing interoperable healthcare data sharing.

US

  • Own the end-to-end provider onboarding experience, from first day through first weeks seeing patients.
  • Lead orientation and training sessions on clinical systems and workflows, including EHR, scheduling, and provider portal.
  • Identify bottlenecks and drive process improvements to scale onboarding, partnering cross-functionally.

Handspring is a virtual mental health clinic for children, teens, and young adults, working to rebuild the mental healthcare system from the ground up. It is an early-stage, mission-driven organization building a diverse team dedicated to making quality mental healthcare accessible to all young people and their families.

Canada

  • Coordinate planning, implementation, and delivery of device logistics projects for eCOA clinical trials.
  • Oversee budgets, deployment plans, and risk mitigation while collaborating with clinical teams and stakeholders.
  • Ensure inventory management, mobile device management, and global shipping are completed on schedule and within scope.

The hiring company is a life sciences organization specializing in device logistics and electronic clinical outcome assessments for clinical trials. They foster a collaborative, cross-functional remote culture aligned with US East Coast time zones.

Canada

  • Lead and develop a high-performing implementation team, using performance data and customer feedback to drive continuous improvement.
  • Oversee implementation delivery, improve playbooks, and scale processes to help customers realize value quickly.
  • Collaborate with Sales, Customer Success, and Product teams to enhance the end-to-end customer journey.

The company is a technology partner that helps customers achieve value through effective implementation and onboarding solutions. It operates in a remote-first environment with a collaborative, mission-driven culture that values accountability, continuous learning, and data-driven decision-making.

Canada 3w PTO

  • Provide administrative and executive support to leadership, including calendar coordination, meeting management, and reporting.
  • Coordinate internal projects, meetings, and follow-ups while liaising with vendors and external partners.
  • Support onboarding, process improvements, and automation initiatives to enhance team efficiency.

Entreflow Consulting Group is a boutique consulting firm and licensed CPA accounting and recruitment agency specializing in start-ups and high-growth companies. It is a small, intelligent team with a supportive, tech-savvy culture and a fully remote work environment.

Brazil

  • Support deployment, configuration, and ongoing development of healthcare software solutions for clients.
  • Provide on-site and remote technical support, troubleshooting issues and maintaining application performance.
  • Train clinical and administrative staff, coordinate system integrations, and conduct functional testing.

Jobgether is an AI-powered job matching platform that helps candidates find and apply for roles with hiring companies. It operates digitally with a focus on fair and objective candidate evaluation, data privacy, and transparent recruitment processes.

$35,846–$35,846/yr
Canada 2w PTO

  • Manage day-to-day front desk tasks for multiple clinics, including inboxes, calendars, bookings, billing, and charting in Jane.
  • Provide warm, professional support to patients by phone, email, and secure messaging while safeguarding their information.
  • Contribute your clinic experience to shape Jane's Services and help test AI tools that save time without compromising quality.

Jane is a founder-led SaaS company that creates practice management software for health and wellness clinics. With more than 800 remote employees across Canada, the US, and the UK, it combines high-growth ambition with a mission to help the helpers.

US

  • Serve as first point of contact for patient and customer inquiries, resolve issues.
  • Schedule appointments, verify insurance, and maintain records.
  • Coordinate with clinical teams, route urgent calls, and support navigation.

A patient-focused healthcare organization dedicated to simplifying access to care. The team provides comprehensive training and development in a supportive, fast-paced culture.

$70,000–$90,000/yr
US Unlimited PTO

  • Drive successful client onboarding and adoption of Softdocs's Etrieve platform.
  • Partner with project managers and technical consultants to align system configuration and client deliverables.
  • Analyze client business processes and deliver documentation and training to ensure desired outcomes.

Softdocs provides a cloud-based platform for document management, electronic forms, workflow automation, and e-signatures, helping public-sector organizations modernize operations. With over 1,000 education and government clients, the company emphasizes a people-first culture, authenticity, and long employee retention.

$80,000–$95,000/yr
US 4w PTO

  • Own end-to-end onboarding for openDoctor customers from kickoff to go-live.
  • Collaborate with clients to gather requirements, manage project plans, and mitigate risks.
  • Train users directly, configure product builds, and troubleshoot in real time.

Surgimate is a SaaS company building an operating system for surgical orchestration with platforms Surgimate, ImplantBase, and openDoctor. They are a remote-first team distributed across the US with R&D centers in Israel and India, guided by IMPACT values.

$95,500–$159,000/yr
North America

  • Lead clinical research project planning, execution, and delivery, ensuring regulatory compliance and quality.
  • Coordinate cross-functional teams and manage timelines, budgets, and study documentation.
  • Serve as the primary sponsor and client contact, providing regular project updates and resolving issues.

Alimentiv is a global CRO advancing therapies for gastrointestinal diseases, with deep expertise in IBD drug development. With about 700 employees across multiple countries, it is a private, profit-with-purpose company focused on scientific research and its people.

Canada Unlimited PTO

  • Own complex customer onboarding and software implementation projects from kickoff to go-live.
  • Configure Spare's platform to fit each agency's operations and train their teams to run it.
  • Manage stakeholders, align launch plans with risks, and travel within Canada and the USA.

Spare partners with transportation providers worldwide to deliver automated, on-demand mobility solutions. It is a fast-growing, mission-driven company that values ownership, growth, and customer obsession.

Canada

  • Coordinate retrieval of Attending Physician Statements and medical documentation from medical facilities and physicians.
  • Communicate with physicians and stakeholders to obtain outstanding reports and maintain accurate records.
  • Manage high-volume requests in a target-driven environment while balancing productivity, quality, and customer service.

They are a healthcare services organization supporting insurance and healthcare-related processes. They maintain a collaborative, inclusive team culture focused on continuous improvement and professional growth.

Canada 4w PTO

  • Provide coordination and operational support for global grantmaking and partner relationships.
  • Organize logistics for international events, retreats, and gatherings, both virtual and in-person.
  • Manage day-to-day team operations, including scheduling, procurement, and process improvement.

This organization works to advance gender equality and strengthen feminist movements worldwide through grantmaking and program support. It operates as a collaborative, values-driven, and remote-first team that encourages continuous learning and professional growth.

$105,000–$115,000/yr
US

  • Lead multiple client implementations of the Force platform from kickoff to first patient live.
  • Own project plans, timelines, and cross-functional coordination with internal teams.
  • Deliver engaging training sessions to surgeons, clinicians, and admin staff.

We provide a remote therapeutic care platform that extends clinicians' reach and engages patients from surgery scheduling to recovery. Backed by 70+ leading healthcare centers and 145 studies, we serve 700,000 patients and prioritize team well-being with a remote-friendly, flexible culture.

South Africa UK United States Philippines

  • Serve as the eClinicalWorks expert, migrating scheduling workflows and managing patient records with HIPAA compliance.
  • Deliver concierge patient coordination via phone, text, and email, guiding new patients through onboarding.
  • Handle practice operations including cash-pay billing, appointment logs, and administrative support.

Assist World is a remote-first staffing firm that matches virtual assistants with clients across various industries. The company offers a supportive, tracker-free work environment with incentives like birthday and testimonial bonuses.

US

  • Lead end-to-end client onboarding and technical implementations to drive project completion.
  • Configure EMR platforms, HubSpot accounts, and webhooks while troubleshooting issues.
  • Deliver virtual training and collaborate with Sales and Customer Success teams.

Strive Pharmacy is a personalized compounding pharmacy that believes medicine should fit the patient. They are a growing team focused on disrupting the pharmaceutical industry with a human-centered approach.

$80,000–$110,000/yr
US

  • Manage administrative and scheduling support for the CareMind Inpatient practice, including provider onboarding, training, and credentialing.
  • Develop staffing models, create 90-day schedules, and coordinate with payroll for accurate provider pay.
  • Track provider PTO, oversee FPPE/OPPE reviews, and ensure performance against outcome measures.

CareMind Health is a captive clinical services entity of Mindoula Health and a national provider of virtual psychiatry and behavioral health care. We are a patient-centered team focused on supporting mental health and delivering comprehensive solutions for hospitals and partners.

$120,700–$162,680/yr
US Unlimited PTO

  • Lead clinician enablement sessions and build adoption collateral for federal accounts.
  • Support implementation at new sites and track metrics to drive clinical success.
  • Collaborate with internal teams and surface clinician feedback to improve the product.

Abridge is an AI-powered platform for medical conversations, improving clinical documentation and enabling clinicians to focus on patients. They are a growing team of MDs, AI scientists, and engineers with offices in San Francisco, New York, and Pittsburgh.

Global

  • Provide administrative support to Customer Success and Sales Operations teams in a healthcare technology company.
  • Manage scheduling, reports, CRM records, and internal follow-ups.
  • Work remotely with a set schedule of 40 hours per week, Monday-Friday.

20four7VA is a virtual assistant staffing company that connects independent contractors with clients across developed markets. They provide ongoing support, training, and a vibrant community for their contractors.