SimplePractice
Healthcare
OnboardingSpecialistII
“Onboarding Specialist II at SimplePractice. Skills: Customer onboarding, SaaS implementation, Groups practice segment. Lead implementation projects for groups. Facilitate end-to-end onboarding journey”
What You'll Achieve.
Ensure business operations remain stable; Ensure business operations remain optimized; Set up for long-term success
Industry & Context.
What They're Looking For.
Must Have
2+ years B2B SaaS onboarding, 2+ years customer implementation, 2+ years professional services, Facilitate technical transitions for organizations, Foundational understanding of SaaS product architecture, Foundational understanding of data transfers/migrations, Foundational understanding of insurance billing lifecycle, Explain high-level technical concepts, Manage multiple high-priority projects, Maintain white-glove customer experience
Nice to Have
Prior experience in Healthcare Tech, Experience using customer success tools, Experience using project facilitation tools, Experience using specialized onboarding platforms
What You'll Do.
Lead implementation projects for groups
Facilitate end-to-end onboarding journey
Coordinate data migration
Coordinate insurance and specialization setup
Conduct deep-dive consultations
Facilitate software configuration
Deliver high-impact training sessions
Identify friction points in onboarding
Serve as technical resource for internal teams
Advocate for needs of group customers
Assist in mentoring new hires
Offer guidance on complex technical questions
How You'll Work.
Team & Collaboration
Cross-departmental collaboration; Internal teams; Onboarding Team
Communication Scope
Explain technical concepts
Process & Methodology
Lead Implementation Projects
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