Practice Automation For Integrative & Wellness Practitioners
Onboarding and Implementation Specialist
Location
United States
Posted
75 days ago
Salary
$100K / year
Seniority
Mid Level
Job Description
Onboarding and Implementation Specialist
OptiMantra
• Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform • Train customers on platform features, workflows, and best practices • Provide friendly, effective technical support via phone, email, and video calls • Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard • Create and improve customer-facing knowledge base articles and training videos • Partner with internal teams to improve processes, documentation, and the overall customer experience
Job Requirements
- You genuinely enjoy helping people learn and succeed
- You’re a strong problem-solver who isn’t afraid to dig in and figure things out
- You bring a customer-first mindset and enjoy improving processes
- You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems
- 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)
- Experience with EMR/EHR or practice management platforms is a plus
- Background in customer support, IT/help desk, or a clinical/medical office environment is helpful
Benefits
- Competitive compensation based on experience
- Paid Time Off and company holidays
- Comprehensive health, dental and vision benefits
- Short-term and long-term disability Insurance
- 401k plan with matching company contribution
- Real ownership and impact in a fast-growing health tech company
Related Guides
Related Job Pages
More Implementation Specialist Jobs
• Deliver, install, connect, configure, and test Proximie equipment, including Intelligence Suite hardware and computer vision sensors. • Support live clinical use of the Proximie platform in operating rooms, laboratories, and training environments. • Train end users on system functionality and integrated workflows. • Ensure optimal utilisation of system capabilities, identifying inefficiencies and opportunities for improvement. • Participate in planning, testing, and cross-functional coordination meetings. • Maintain clear, consistent communication in line with Proximie implementation processes. • Partner with Product and Engineering teams to support New Product Introductions (NPI), including the development and delivery of launch training. • Identify, manage, and escalate IT, hardware, or software issues promptly and appropriately.
• Build the software layer that makes AutoStore deliver. • Lead the deployment of AutoStore warehouse automation control software for customers. • Work hands‑on with clients to analyze warehouse processes. • Configure and integrate software solutions. • Ensure a smooth transition from implementation to go‑live. • Own the technical and functional implementation journey—documenting requirements, configuring solutions, executing test plans, and supporting customers during production start. • Collaborate closely with project teams, Customer Success, and Product to ensure reliable, scalable solutions that meet real operational needs.
• Deliver software implementations customers trust. • Work hands‑on with clients to define requirements, configure and integrate solutions. • Run test plans that deliver automation stable, scalable, and ready for day‑one operations. • Lead the deployment of AutoStore warehouse automation control software for customers. • Analyze warehouse processes and configure and integrate software solutions. • Ensure a smooth transition from implementation to go‑live. • Own the technical and functional implementation journey—documenting requirements, configuring solutions, executing test plans, and supporting customers during production start. • Collaborate closely with project teams, Customer Success, and Product to ensure reliable, scalable solutions that meet real operational needs.
Hubspot Implementation Specialist
Latino LegendsMatching exceptional remote Latin American talent with great businesses worldwide.
• Configure HubSpot Marketing, Sales, Service, and Content Hubs according to onboarding scopes. • Build and test automation workflows, pipelines, forms, sequences, and properties. • Support data imports, cleansing, and migration from legacy systems. • Set up dashboards and reporting for client visibility. • Translate business requirements from strategy sessions into technical HubSpot builds. • Manage assigned deliverables in ClickUp, ensuring deadlines and quality are met. • Document processes and provide clear notes for internal use. • Collaborate with teammates to QA workflows, integrations, and property setups. • Join client calls as needed to explain technical setups or troubleshoot live issues. • Support enablement sessions by demoing HubSpot features and answering questions. • Provide proactive recommendations based on HubSpot best practices. • Work with the Team Lead of Client Delivery to address blockers and complex builds. • Partner with Developers/Integration Specialists when customizations are needed. • Share learnings and best practices to strengthen team delivery.



