Customer Onboarding Specialist – Patients

PracticeTek

. Manage customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to Customer Success .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $55,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer onboarding projects within a SaaS environment, ensuring successful implementation through effective communication, project management, and stakeholder collaboration. Proficient in translating customer needs into actionable plans while maintaining accountability for timelines and deliverables.

Highest-signal resume keywords

Customer Onboarding ManagementProject ManagementSaaS ExperienceCommunication SkillsProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project CoordinationImplementation PlanningAccount ManagementData IntegrationWorkflow Configuration

Soft Skills

OrganizationPrioritizationLeadershipProactive CommunicationStakeholder Management

Tools & Technologies

CRM SoftwareProject Management ToolsCommunication ToolsProductivity Tools

Industry Keywords

Customer SuccessSoftware OnboardingTechnical SupportCustomer EngagementTechnology Proficiency

About the role

Key responsibilities & impact

Manage customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to Customer Success
Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria
Maintain project documentation and hold customers and internal stakeholders accountable for next steps
Serve as the primary customer contact throughout onboarding
Lead customer meetings and provide proactive status updates
Translate customer needs into actionable implementation plans
Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams
Address configurations, workflows, data requirements, integrations, dependencies, and implementation issues
Identify and resolve project risks
Ensure training and implementation activities are completed
Maintain accurate customer and system records
Contribute insights to improve onboarding processes, resources, and customer time to value

Requirements

What you’ll need

4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role
Experience preferably within a SaaS or technology environment
Demonstrated ability to independently manage multiple customer projects, implementations, or complex customer engagements simultaneously
Accountability for timelines, deliverables, follow-through, and customer outcomes
Strong project-management, organization, and prioritization skills
Ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams
Excellent written and verbal communication skills
Ability to lead customer meetings, manage expectations, communicate proactively, and work with technical and non-technical stakeholders
Strong problem-solving and technology proficiency
Experience using CRM, project-management, communication, and productivity tools
Ability to quickly learn new software, workflows, products, and industry concepts

Benefits

Comp & perks

Comprehensive health, dental, and vision coverage options
Wellness benefits supporting lifestyle, behavioral health, and overall wellbeing
Flexible paid time off
Sick time
10 company-paid holidays
401(k) plan with company match
Culture Committee initiatives supporting connection, fun, and belonging
Additional compensation such as bonuses or equity, as applicable
Remote work flexibility; hybrid setup available in Las Vegas, Green Bay, and San Diego