simplepractice55

simplepractice55

Onboarding Specialist II

United States · Mid

Sponsorship not specified$55k-$80kDetected 21 hours ago
ComplianceStakeholder ManagementProcess ImprovementOnboardingCustomer SuccessHIPAAPatient CareLeadershipCommunicationCollaborationMentoring

About the role

  • We're looking for a seasoned Customer Onboarding Specialist II to join our Customer Success team with a specific focus on our rapidly growing Groups Practice segment.
  • In this role, you aren't just a trainer; you are a facilitator of change.
  • You will guide medium and large professional Groups through the complex transition to SimplePractice, ensuring their business operations (from clinical workflows to financial systems) remain stable, optimized, and set up for long-term success.

Responsibilities

  • Lead Implementation Projects: Facilitate the end-to-end onboarding journey for medium and large Groups, ensuring a seamless transition for both administrators and clinicians
  • Insurance & Specialization Setup: Collaborate with Insurance Onboarding and specialty teams (like ePrescribe) to coordinate enrollments and add-on products ahead of go-live, actively removing barriers on the customer's behalf
  • Peer Support: Serve as a subject-matter expert across the Onboarding Team, assisting in mentoring new hires and offering guidance on complex technical questions

Requirements

  • Demonstrated ability to facilitate technical transitions for organizations with multiple stakeholders, cross-functional teams, or complex hierarchies
  • The ability to explain high-level technical concepts (like data moves or insurance enrollments) in a clear, conversational, and empathetic tone

Nice to have

  • Experience using customer success and project facilitation tools (e.g., Notion, ChurnZero, or specialized onboarding platforms) is a major plus
  • Thank you for your interest in opportunities at SimplePractice LLC ("SimplePractice" or "us" or "we" or "our").
  • For more information about our privacy practices, please contact us at privacy@simplepractice.com.
  • SimplePractice has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team.
  • We do not have any affiliation or connection to these situations and only post open roles on our official Careers page ( simplepractice.com/careers ) and reputable job boards like our official LinkedIn or Indeed pages.
  • All official SimplePractice recruitment emails will be sent from the domains @simplepractice.com, no-reply@greenhouse.io or no‑reply@linkedin.com email addresses.
  • Examples of fraudulent domains include careers-simplepractice.com, simplepractices.com, and simplepractice.careers.
  • Please note that SimplePractice will never ask candidates or new hires for money or payment of any kind at any stage of the recruitment or onboarding process.

Skills

  • Desired Skills and Experience

Compensation

  • Base salary is one component of total compensation.

Benefits

  • Educational Programming: Deliver high-impact training sessions tailored to the nuances of larger organizations and multi-user environments

Company info

  • At SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice.
  • More than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden-empowering solo and small group practitioners to thrive alongside their clients.
  • Award-winning and people-first, SimplePractice is shaping the future of health tech. Recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.
  • The Role
  • As an Onboarding Specialist II, you will manage high-value implementations involving large-scale data migrations, multi-clinician insurance setups, and integrated payment processing.
  • You will serve as a consultative partner, helping Groups Customers navigate the many moving parts of software adoption with confidence and ease.
  • More than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management.
  • From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden-empowering solo and small group practitioners to thrive alongside their clients.
  • Award-winning and people-first, SimplePractice is shaping the future of health tech.
  • Recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.
  • Act as a technical resource for internal teams and advocate for the needs of our larger group customers based on your frontline insights
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