Software Onboarding Specialist - Wellbeing

About Practice Tek

Practice Tek is a leading retail‑healthcare technology provider that supports over 40,000 clinics with practice management, analytics, digital intake, marketing tools, EHRs, and payment systems. Our mission is to make healthcare workflows efficient and accessible for practitioners.

Remote candidates are encouraged to apply. If you are based in Las Vegas, NV;
Green Bay, WI; or San Diego, CA, a hybrid schedule of three days in the office is available.

Founded in 2014, Intake

Q offers cloud‑based practice management software for allied health professionals, including scheduling, billing, and patient communication. Together with its sister platform, Practice

Q, it provides a complete suite of tools for managing the patient journey.

Customer Experience and Partnership

• Deliver a positive onboarding experience through clear communication, responsiveness, and guidance.
• Build trusted relationships and serve as the primary point of contact during onboarding.
• Understand customer goals and tailor onboarding to meet their practice needs.

Onboarding and Project Management

• Manage a portfolio of onboarding engagements from kickoff through completion.
• Coordinate timelines, tasks, and milestones to ensure successful implementation.
• Track progress, document activity, and maintain accurate records in CRM and internal systems.

Scaled Onboarding & AI Enablement

• Help design and evolve a scaled onboarding experience using tools such as Userpilot.
• Partner cross‑functionally to build in‑app guidance, walkthroughs, and automated onboarding journeys.
• Identify opportunities to reduce manual effort while improving customer experience.
• Continuously test, iterate, and optimize onboarding flows using data and customer feedback.

Time to Value

• Drive customers to go‑live readiness within established timelines (7–14 days).
• Balance quality and efficiency based on product complexity and services purchased.
• Identify risks early and partner with customers and internal teams to resolve issues proactively.

• Average time‑to‑value: 7–14 days to go‑live readiness.
• Customer onboarding satisfaction: ≥90% positive feedback.
• Successful completion of onboarding milestones within defined timelines.
• Increased adoption of scaled onboarding experiences.
• Reduction in manual onboarding effort through automation and improved design.

• 4+ years of combined experience in customer support within a SaaS environment and/or a behavioral or mental health practice setting.
• Hands‑on experience in a behavioral or mental health office environment and understanding of workflows and patient engagement processes.
• Experience in SaaS or technology‑enabled environments, preferably in onboarding, implementation, or customer success.
• Exposure to or interest in scaled onboarding tools such as Userpilot, Pendo, or Appcues.
• Strong organizational and project management skills, managing multiple engagements simultaneously.
• Experience using CRM systems such as Salesforce and maintaining accurate customer records.
• Ability to operate both tactically (1:1 onboarding) and strategically (scaling onboarding).
• Outstanding written and verbal communication skills, guiding customers of varying technical comfort levels.

• Comprehensive health, dental, and vision coverage options.
• Wellness benefits that support lifestyle, behavioral health, and overall wellbeing.
• Flexible paid time off, sick time, and 10 company‑paid holidays.
• 401(k) plan with company match.
• Culture Committee initiatives to foster connection and belonging.
• Workplace powered by innovation, collaboration, and energy.

Compensation for this position is expected to be between $42,000 and $54,000. The role is eligible for benefits including health, dental, vision, paid time off, and a 401(k) with company match. Additional compensation such as bonuses or equity may be available where applicable.

This job description does not constitute a contract of employment and does not alter the at‑will relationship between Practice Tek and its employees.