ClinicMind helps healthcare practice owners thrive in business
Onboarding Account Manager
Location
New York
Posted
5 days ago
Salary
0
Seniority
Mid Level
Job Description
Onboarding Account Manager
ClinicMind Platform for Full-Cycle Patient Care
• Manage a portfolio of approximately 6–10 active onboarding accounts. • Serve as the primary point of contact from contract signing through onboarding completion. • Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements. • Establish onboarding expectations, milestones, and timelines. • Manage all client communications via email, phone, and Zoom. • Conduct regular client check-ins throughout the onboarding process. • Monitor client satisfaction and proactively identify potential concerns. • Escalate risks and issues to leadership when appropriate. • Guide clients through go-live preparation and readiness. • Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal. • Customize training sessions based on specialty, workflow, documentation requirements, and billing processes. • Ensure clients achieve clinical and billing readiness prior to graduation. • Provide same-day post-session recaps with SMART action items. • Maintain accurate documentation of all onboarding activities in Momentum CRM. • Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements. • Verify completion of: EDI enrollment, ERA setup, CMPay/Fortis activation. • Ensure all onboarding workstreams remain aligned and on schedule. • Complete graduation readiness verification, including: EDI confirmation, active payment processing, billing training completion, dress rehearsal completion, client confidence assessment. • Prepare and conduct account handoff to the Retention team.
Job Requirements
- Must be based in the United States and available to work standard U.S. business hours.
- Minimum of 2 years of experience in SaaS onboarding, implementation, or client success.
- Experience managing client relationships and owning customer accounts throughout the onboarding process.
- Experience with healthcare technology, EHR software, or medical billing environments.
- Strong understanding of Revenue Cycle Management (RCM), including: Claims lifecycle ERA/EDI processes Insurance verification CPT and ICD-10 coding fundamentals
- Excellent written communication skills.
- Strong presentation, training, and Zoom facilitation skills.
- Experience working with chiropractic, physical therapy, or behavioral health practices. (Preferred)
- Experience onboarding insurance-based healthcare practices. (Preferred)
- Experience with EHR and practice management platforms such as ChiroTouch, AdvancedMD, DrChrono, Jane, OptiMantra, or similar systems. (Preferred)
- Experience conducting go-live training sessions and dress rehearsals. (Preferred)
- Experience handling client escalations and resolving customer concerns. (Preferred)
- Familiarity with CMPay, Fortis, or other healthcare payment processing solutions. (Preferred)
- Experience with credentialing and payer enrollment processes. (Preferred)
- Experience using CRM platforms such as Salesforce, Momentum, HubSpot, or similar systems. (Preferred)
- Bilingual proficiency in English and Spanish. (Preferred)
Benefits
- Must have stable internet connection minimum of 20 MBPS
- Must have a mobile data plan as a backup
- Must be comfortable working the US business hours
- Must own a PC or laptop with at least 16 GB of memory
Related Guides
Related Job Pages
More Onboarding Specialist Jobs
Onboarding Coach
Third-Party Job PostsCloudbeds is proud to be an Equal Opportunity Employer that celebrates the diversity in our global team! We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Cloudbeds is committed to the full inclusion of all qualified individuals. As part of this commitment, Cloudbeds will ensure that persons with disabilities are provided reasonable accommodations in the hiring process.
Role Description As an Onboarding Coach, we’re looking for someone who truly understands hospitality and can step into our clients’ shoes to demonstrate how our system makes their lives easier. You’ll care for our clients and their properties just as you would for a guest in a hotel—always going the extra mile. In this role, you’ll train clients on the system, tailoring it to fit their needs as a hospitality business. By asking the right questions, you’ll get to know your clients and ensure that, by the end of the onboarding process, they have a complete understanding of and confidence in using the system. As part of our Customer Onboarding Team, you’ll play a vital role in bringing our motto “more reservations, happier guests” to life. Our team is close-knit and collaborative, living this motto every day by working closely together to provide exceptional support and ensure a seamless onboarding experience for our customers. Qualifications - Over 1 year of hospitality experience in roles like Front Desk or Revenue Manager. - At least 2 years of relevant industry experience in customer-facing roles. - Fluency in English and Portuguese. - Fluency in Spanish is also preferred. Requirements - Facilitate client onboarding, training, and ongoing support via video, phone, and email. - Resolve customer inquiries and troubleshoot escalated issues across multiple channels. - Partner with Sales to define success, demonstrate ROI, and drive retention. - Build strong client relationships to encourage loyalty and promote product adoption. - Develop a deep understanding of Cloudbeds’ products and customer needs. - Contribute to training materials and stay updated on system changes. - Record activities in Salesforce, gather feedback, and share insights for product improvements. Benefits - Remote First, Remote Always. - PTO in accordance with local labor requirements. - Monthly Wellness Fridays - enjoy an extra long weekend every month. - Full Paid Parental Leave. - Home office stipend based on country of residency. - Professional development courses in Cloudbeds University. - Access to professional development, including manager training, upskilling and knowledge transfer.
Onboarding Coach
CloudbedsCloudbeds is a quickly growing Software-as-a-Service (SaaS) company that provides exceptional software to the hospitality industry. Thousands of hotels, groups,
Role Description As an Onboarding Coach, we’re looking for someone who truly understands hospitality and can step into our clients’ shoes to demonstrate how our system makes their lives easier. You’ll care for our clients and their properties just as you would for a guest in a hotel—always going the extra mile. In this role, you’ll train clients on the system, tailoring it to fit their needs as a hospitality business. By asking the right questions, you’ll get to know your clients and ensure that, by the end of the onboarding process, they have a complete understanding of and confidence in using the system. Qualifications - Over 1 year of hospitality experience in roles like Front Desk or Revenue Manager. - At least 2 years of relevant industry experience in customer-facing roles. - Fluency in English and Portuguese. - Fluency in Spanish is also preferred. Requirements - Facilitate client onboarding, training, and ongoing support via video, phone, and email. - Resolve customer inquiries and troubleshoot escalated issues across multiple channels. - Partner with Sales to define success, demonstrate ROI, and drive retention. - Build strong client relationships to encourage loyalty and promote product adoption. - Develop a deep understanding of Cloudbeds’ products and customer needs. - Contribute to training materials and stay updated on system changes. - Record activities in Salesforce, gather feedback, and share insights for product improvements. Benefits - Remote First, Remote Always. - PTO in accordance with local labor requirements. - Monthly Wellness Fridays - enjoy an extra long weekend every month. - Full Paid Parental Leave. - Home office stipend based on country of residency. - Professional development courses in Cloudbeds University. - Access to professional development, including manager training, upskilling and knowledge transfer.
• Support the integration and partner with newly acquired Ventures practices to support their transition into enterprise operations • Provide leadership development, change management, training expertise, and process improvement through implementations in alignment with Ventures’ business objectives • Primary liaison with Ventures’ practices to support development of assets for practice integrations and onboarding that impact internal operations and practice experience • Support documentation of transition plans, synthesize cross-functional due diligence findings, and the requirements of external counterparties • Collect input from key stakeholders and reconcile to lead the creation of coherent plans • Consult and advise on end-to-end operations within practices and transition them towards strategic objectives • Partner with internal teams to align resources and activities to support newly acquired practices and initiatives • Use program management best practices and tools, track and measure results, and proactively identify obstacles and flag them for resolution • Collaborate to develop and maintain operational data to drive service excellence, tracking progress against key performance metrics and driving positive outcomes • Help the various departments manage the pace and momentum of the integrations, pushing for timely decisions on key issues and providing true accountability for action items and deadlines • Investigate, track, and resolve practice issues during implementation and ongoing • Deliver documentation, processes and tools to ease implementation • Complete thorough and accurate documentation of onsite consultations • Gather and report identified practice opportunities and practice feedback • Execute milestones and tasks related to training, system setup, equipment integration, conversion and Go Live • Serve as lead and mentor to other Ventures operations, implementation and field management employees
Role Description Accounts Receivable Spec I is responsible for managing accounts receivable accounts (Reference Lab), ensuring accurate billing and timely collection of payments. Key responsibilities include: - Reviewing and processing insurance claims. - Verifying patient information and coding for accuracy. - Communicating with insurance providers, patients, and internal teams to resolve payment discrepancies or issues. - Performing account reconciliations, identifying discrepancies, and applying appropriate payments or adjustments. - Maintaining patient account balances and assisting with follow-up on unpaid claims. - Issuing statements as needed. - Ensuring adherence to healthcare billing regulations and policies. - Assisting with month-end closing activities and financial reporting. - Collaborating with other departments (e.g., billing, coding, and customer service) to streamline AR processes. - Addressing and resolving any patient or insurance inquiries related to billing and payment issues. The AR Specialist I (Reference Lab) should possess strong attention to detail, excellent communication skills, and a solid understanding of healthcare billing practices and payer systems. This role supports the organization’s financial operations by optimizing the accounts receivable process and improving cash flow. Position can be on-site at the Sentara Patient Accounting Building or, following sign-off on all training/education, you may discuss a remote schedule with the Supervisor. Full Time, 40 hours a week (day shift). If remote work status is selected, your onboarding and training will be provided remotely. Qualifications - High School Diploma or Equivalent. - 1 year of Healthcare related experience, specifically in the area of Revenue Cycle. - Preferred Revenue Cycle experience of Billing, Follow-Up, insurance, Registration and/or Payor experience. - Preferred knowledge of Payor Websites. - Behind scenes Account Receivable collections from Payors (not patient-facing). Requirements - No specific certification or licensure requirements. Benefits - Medical, Dental, Vision plans. - Adoption, Fertility and Surrogacy Reimbursement up to $10,000. - Paid Time Off and Sick Leave. - Paid Parental & Family Caregiver Leave. - Emergency Backup Care. - Long-Term, Short-Term Disability, and Critical Illness plans. - Life Insurance. - 401k/403B with Employer Match. - Tuition Assistance – $5,250/year and discounted educational opportunities through Guild Education. - Student Debt Pay Down – $10,000. - Reimbursement for certifications and free access to complete CEUs and professional development. - Pet Insurance. - Legal Resources Plan. - Colleagues have the opportunity to earn an annual discretionary bonus if established system and employee eligibility criteria is met.



