Senior Client Onboarding Specialist; OAM

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. It 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 → 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.

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 successfully 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 On Time, In Full (OTIF) go-live outcomes with high confidence and satisfaction

We are only considering candidates who already have directly relevant healthcare implementation experience.

You must have:

• 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…