Senior Client Onboarding Specialist (OAM)

Florida City , United States
full-time Remote

AI overview

Take ownership of end-to-end client onboarding for high-value practices, ensuring successful adoption and mastery of the ClinicMind platform in a fast-paced environment.

Healthcare SaaS | Behavioral Health & Chiropractic

ClinicMind 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)

  • PatientHub (patient engagement, intake, and communications)

  • CredEdge (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.

 


 

The Role (What This Actually Is)

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.

How We Do What We Do

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 ClinicMind—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 ClinicMind—not just technical completion.

 


 

What You’ll Own Day-to-Day

  • 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 CredEdge 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

 


 

Required Experience (Non-Negotiable)

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.

 


 

Strongly Preferred Qualifications

  • Experience implementing both clinical workflows and billing workflows

  • Behavioral Health implementations with compliance, documentation, and payer complexity

  • Chiropractic or Mental Health practice implementations with high visit volume

  • Prior experience working inside a medical or behavioral health practice (practice manager, billing manager, trainer, etc.)

  • Experience onboarding multi-product or platform-based solutions, not single-feature tools

  • Comfort managing assertive, demanding practice owners while maintaining authority and trust

 


 

What Success Looks Like (First 30–60 Days)

  • Independently leading Getting Started Calls

  • Running supervised and then solo onboarding workflows

  • Confidently training staff across clinical, front-office, and billing functions

  • Managing onboarding timelines with minimal escalation

  • Delivering smooth, predictable go-lives for high-value practices

  • Earning trust quickly with sophisticated clients

 


 

Why ClinicMind

  • High-impact role with real ownership and accountability

  • Exposure to clinical operations, revenue cycle, and payer contracting workflows

  • Clear expectations and measurable success outcomes

  • Fast-moving environment where experienced operators thrive

  • Opportunity to shape how complex practices adopt technology at scale

 


 

Compensation & Details

  • Competitive salary, commensurate with experience

  • Full-time, remote (U.S.-based)

  • Reports to Director of Client Onboarding

 


 

How to Apply

Apply directly via LinkedIn.
Candidates with direct Behavioral Health or Chiropractic implementation experience will be prioritized.

ClinicMind, part of Affinity Billing, is a medical billing company founded in 2004 by Dr. Yuval Lirov. They offer services that guarantee clinic practice profitability, transparency in billing, practice workflow technology, patient scheduling, office o...

View all jobs
Ace your job interview

Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.

Onboarding Specialist Q&A's
Report this job
Apply for this job