Onboarding Specialist
Posted Updated
Description
Responsibilities:
- Learn the healthcare platform inside-out: EMR, SOAP documentation, scheduling, and billing/RCM workflows.
- Support clinics through their setup and data migration journey, guided by senior team members at first.
- Help configure client accounts and walk clinic staff and therapists through the platform step by step.
- Assist with training sessions and share simple, helpful tips with new users.
- Support the go-live process for client accounts alongside your Onboarding Lead.
- Answer early client questions and log issues clearly for the team to resolve.
- Work closely with Sales, Product, Data Migration, and Support to keep handoffs smooth.
- Take notes on what confuses clients and suggest small improvements to the process.
Requirements:
- B. Tech or MCA graduate, or a B. Sc / BCA graduate with an MBA (recent batch), excited to begin a career in SaaS.
- Clear, friendly written and spoken communication skills.
- A genuine willingness to learn quickly and ask good questions.
- Detail-oriented, organised, and comfortable juggling a few tasks at once.
- A customer-first attitude; you enjoy helping people succeed.
- Basic comfort with everyday software and the confidence to explore new tools.
- No prior work experience required; internships, projects, or campus activities are a plus.
- Any exposure to SaaS, CRMs, EMR, or US healthcare/RCM is a bonus, not a requirement.
