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Customer Support

Onboarding and Client Success Specialist – Work From Home Full Time

Summary:

  • ClinicMind is the nation’s leader in multi-specialty Electronic Healthcare Records (EHR) software and Revenue Cycle Management (RCM) services.
  • The company is looking for an Onboarding and Client Success Specialist to help clients integrate their software platform.
  • The role focuses on guiding clients through the onboarding process, offering training, and ensuring long-term success with ClinicMind’s solutions.

Responsibilities:

  • Client Onboarding:
    • Guide new clients through the onboarding process, ensuring completion of required forms and confirming integration details.
    • Assist clients in scheduling their training call and provide relevant preparation resources.
    • Communicate effectively with clients, managing expectations and addressing any initial questions or customization requests.
  • Training & Client Education:
    • Conduct training sessions on our software platform (Patient Hub), tailored to the client’s specific plan (Pro, Premium, Elite AI).
    • Demonstrate key features, including Google Business Profile integration, online calendar setup, and automation workflows.
    • Provide clients with follow-up resources and training materials to ensure they are confident using the software.
  • Client Support:
    • Handle client inquiries via email and our CRM system, providing prompt and accurate responses.
    • Address questions related to onboarding, training, and software features.
    • Escalate complex issues to the support team as needed and follow up to ensure timely resolution.
  • Process Improvement:
    • Gather feedback on the onboarding process and suggest enhancements to improve the client experience.
    • Assist in updating training materials and onboarding documentation based on client feedback and common support issues.

Requirements:

  • Any business course, Marketing, Communications, Business Administration, or a related field.
  • Experience with CRM platforms, preferably Go High Level (GHL) or similar software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • Customer service experience, particularly in a client-facing role.
  • Ability to learn new software quickly and provide training to clients.
  • Problem-solving mindset with a proactive approach to client success.
  • 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.

Benefits:

  • Opportunity to be part of a winning team and advance your career in a rapidly growing field.
  • Work from home, providing flexibility and convenience.
  • Access to training and development opportunities to enhance your skills.
  • Competitive compensation based on qualifications and experience.

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