ClinicMind, the nation’s leader in multi-specialty Electronic Healthcare Records (EHR) software and Revenue Cycle Management (RCM) services, is looking for an Onboarding and Client Success Specialist. If you’re excited to be part of a winning team, ClinicMind is a perfect place to get ahead.

This role is essential to ensuring a smooth and successful onboarding experience for our clients, helping them get started with our software platform and setting them up for long-term success. You will work closely with new clients to guide them through the onboarding process, provide training, and offer support as they integrate our solutions into their business. The ideal candidate will have a strong customer service background, excellent communication skills, and the ability to quickly learn new software systems. Experience with Go High Level (GHL) or similar CRM platforms is a significant advantage.

Key Responsibilities:

1. Client Onboarding:

1. Guide new clients through the onboarding process, ensuring completion of required forms and confirming integration details.

2. Assist clients in scheduling their training call and provide relevant preparation resources.

3. Communicate effectively with clients, managing expectations and addressing any initial questions or customization requests.

2. Training & Client Education:

1. Conduct training sessions on our software platform (Patient Hub), tailored to the client’s specific plan (Pro, Premium, Elite AI).

2. Demonstrate key features, including Google Business Profile integration, online calendar setup, and automation workflows.

3. Provide clients with follow-up resources and training materials to ensure they are confident using the software.

3. Client Support:

1. Handle client inquiries via email and our CRM system, providing prompt and accurate responses.

2. Address questions related to onboarding, training, and software features.

3. Escalate complex issues to the support team as needed and follow up to ensure timely resolution.

4. Process Improvement:

1. Gather feedback on the onboarding process and suggest enhancements to improve the client experience.

2. Assist in updating training materials and onboarding documentation based on client feedback and common support issues

Qualifications:

1. Any business course,Marketing, Communications, Business Administration, or a related field

2. Experience with CRM platforms, preferably Go High Level (GHL) or similar software.

3. Excellent verbal and written communication skills.

4. Strong organizational skills and attention to detail.

5. Customer service experience, particularly in a client-facing role.

6. Ability to learn new software quickly and provide training to clients.

7. Problem-solving mindset with a proactive approach to client success.

Position Requirements

• 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