Onboarding Account Manager
4 days ago
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.
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
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
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
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