Onboarding Account Manager (OAM)

Are you looking to make a difference in helping healthcare practices start, grow, and thrive?
ClinicMind is expanding our Onboarding Team, and we’re seeking passionate, organized professionals ready to set clear expectations, coach clients through change, and celebrate their success.

What You’ll Do

As an Onboarding Account Manager (OAM), you will be the first point of contact after contract signing, guiding clinics through the transition to ClinicMind. You’ll:

• Build relationships that balance empathy and accountability

• Conduct Getting Started and Check-In calls to manage expectations and progress

• Develop tailored onboarding plans and coach clients through training milestones

• Coordinate with Billing, Training, and Support teams to ensure seamless setup

• Track progress using Salesforce and manage follow-up tasks through the ClinicMind Task Manager

• Celebrate graduation when clients achieve independence and system mastery

What Makes You a Great Fit

We're looking for someone who:

• Want to help clients succeed not just manage accounts

• Is empathetic but firm, able to coach through fear of change while setting clear expectations

• Communicates clearly, confidently, and consistently across email, Zoom, and Slack

• Thrives in a structured, metrics-driven environment (CSAT, CES, and timeline KPIs)

• Excels at organization, prioritization, and follow-through

• Works collaboratively and embraces feedback as part of continuous improvement

Minimum Requirements

• A positive feedback or performance review from current supervisor 

• At least 30 days of onboarding shadowing experience within ClinicMind (if not yet in an OAM role, you can transfer to our team, complete this training, and then be considered for an official AM offer)

• Strong understanding of ClinicMind's onboarding lifecycle and client engagement tools

• Familiarity with Salesforce, Google Workspace, and Zoom