Onboarding & Implementation Specialist

Cerbo and OptiMantra are leading EMR platforms purpose-built for Functional, Integrative, Direct Primary Care, and concierge practices. Together, we support providers who are redefining the patient experience by delivering the technology foundation needed to grow, scale, and provide better care.

About OptiMantra

OptiMantra is a fast-growing practice management and EMR/EHR platform built specifically for integrative, wellness, and multidisciplinary healthcare practices. Our mission is simple but powerful: help practitioners spend less time on admin and more time changing lives.

We support a wide range of modalities—from urgent and primary care to naturopathic medicine, acupuncture, Traditional Chinese Medicine (TCM), chiropractic, massage therapy, nutrition and dietetics, nurse practitioners, mental health, and more. From online scheduling and patient intake to clinical charting, payments, insurance, and inventory tracking, OptiMantra brings everything together in one intuitive, all-in-one system. We’re building the most complete, reliable, and user-friendly platform in integrative healthcare—and we’re just getting started. Together, we can help make the world healthier.

About the Role

As a Customer Onboarding & Implementation Specialist, you’ll be on the front lines of our customer experience. You’ll help new practices launch successfully on OptiMantra, guide users through powerful features, and solve real problems for real people doing meaningful work in healthcare. If you love helping others, enjoy learning technology, and want your work to directly support wellness practitioners and patients—you’ll thrive in this role.

What You’ll Do

Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform

Train customers on platform features, workflows, and best practices

Provide friendly, effective technical support via phone, email, and video calls

Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard

Create and improve customer-facing knowledge base articles and training videos

Partner with internal teams to improve processes, documentation, and the overall customer experience

What We’re Looking For

You genuinely enjoy helping people learn and succeed

You’re a strong problem-solver who isn’t afraid to dig in and figure things out

You bring a customer-first mindset and enjoy improving processes

You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems

2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)

Experience with EMR/EHR or practice management platforms is a plus

Background in customer support, IT/help desk, or a clinical/medical office environment is helpful

Why You’ll Love Working Here

Competitive compensation based on experience

Paid Time Off and company holidays 

Comprehensive health, dental and vision benefits

Short-term and long-term disability Insurance

401k plan with matching company contribution

Real ownership and impact in a fast-growing health tech company

Location: 100% Remote 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.