Senior Client Onboarding Specialist; OAM

Overview

Healthcare SaaS | Behavioral Health & Chiropractic. Clinic Mind is a fast-growing healthcare technology platform purpose-built for complex, high-value medical practices. We support chiropractic, behavioral health, and multi-specialty practices with a fully integrated operating platform that includes:

• Electronic Health Records (EHR)
• Revenue Cycle Management (RCM)
• Patient Hub (patient engagement, intake, and communications)
• Cred Edge (provider contracting and payer enrollment support)
• Virtual Front Desk (VFD)
• Integrated payments (CMPay)

We are hiring 2–3 Senior Client Onboarding / Implementation Specialists who can step into active onboarding quickly and confidently manage sophisticated implementations with minimal ramp time. This role is intentionally senior-level and is not an entry-level onboarding, support, or generic customer success position.

This is an end-to-end implementation ownership role. You will take newly signed, high-value practices from contract execution to live production, owning:

• The onboarding strategy
• Timeline and milestone management
• Workflow configuration and readiness
• Client training and accountability
• Risk identification and mitigation

You will operate across clinical workflows, revenue cycle workflows, payer contracting considerations, and front-office operations. There are no constant handoffs and no rigid scripts. You are expected to lead the process, not just facilitate it.

How We Do What We Do - Understand the client’s needs:
Develop a deep understanding of what the client does, how their practice operates, and why their workflows exist. This includes clinical operations, front-office processes, billing workflows, and payer-related considerations. Plan for success:
Create a comprehensive, tailored onboarding plan that accounts for all required steps to implement Clinic Mind—timelines, dependencies, risks, training needs, and readiness checkpoints. Execute the plan:
Lead the execution of the onboarding plan end-to-end, guiding clients through configuration, training, and workflow adoption until they achieve confidence and mastery of the system. Ongoing support through onboarding:
Provide consistent, hands-on support throughout the onboarding lifecycle, ensuring successful adoption and long-term independence with Clinic Mind—not just technical completion.

• Lead Getting Started Calls (GSCs) that set expectations, scope, timelines, and success criteria
• Serve as the single owner of onboarding for high-value behavioral health and chiropractic practices
• Configure and onboard clients across multiple integrated products, not just EHR
• Guide practices through payer contracting and enrollment considerations in partnership with Cred Edge and RCM
• Deliver live, instructor-led workflow-based trainings for:
• Front office and scheduling teams
• Providers and clinical staff
• Identify onboarding risks early (data readiness, staffing gaps, payer issues, workflow misalignment) and proactively manage them
• Maintain detailed onboarding documentation and clear next steps after every client interaction
• Drive clients to OTIF go-live outcomes with high confidence and satisfaction

Required Experience (Non-Negotiable)
We are only considering candidates who already have directly relevant healthcare implementation experience.

• Hands-on experience in healthcare SaaS onboarding or implementation (EHR, PM, or RCM platforms)
• Behavioral Health and/or Chiropractic domain experience
• Experience onboarding high-value or operationally complex practices
• Working knowledge of revenue cycle fundamentals, including payer enrollment, claims flow, and denials basics
• Comfort leading live client calls, discovery sessions, and trainings without scripts
• The ability to ramp quickly: LMS → shadow → co-pilot → solo in days, not months

If your background is primarily customer success, account management, or support without owning implementations, this role will not be a fit.

• Experience implementing both clinical workflows and billing workflows
• Behavioral Health implementations with compliance, documentation, and payer complexity
• Chiropractic or…