Customer Onboarding Specialist
PracticeTek
Customer Onboarding Specialist
PracticeTek
Delivers practice management, EHR, payments SaaS
PracticeTek · United States (Remote) · Full-time · Posted 2026-09-23
Salary: USD 55,000–60,000
Workplace: remote
Department: 7000 - Customer Success
About PracticeTek
Stop scrolling-your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go!
We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.
We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together.
At PracticeTek, you’ll get to:
Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs.
Team up with passionate, talented people who care deeply about patients, providers, and making a difference.
See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone.
Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.
We’re excited to consider remote candidates for this role! That said, if you’re based in Las Vegas, NV; Green Bay, WI; or San Diego, CA, you’ll enjoy a dynamic hybrid setup. spending three days each week collaborating in the office and the rest working from wherever you’re most productive.
Why You’ll Love It Here
As part of the TekTribe, you’ll enjoy:
Comprehensive health, dental, and vision coverage options
Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
Flexible paid time off, sick time, and 10 company-paid holidays
401(k) plan with company match to help you build your future
Culture Committee driving initiatives that spark connection, fun, and belonging
A workplace powered by innovation, collaboration, and energy every day
What You’ll Do
Here’s how you’ll help us bring our mission to life and show up as a Trusted Partner:
Own successful customer implementations: Manage a portfolio of customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to the ongoing Customer Success team, ensuring each customer is prepared to successfully adopt and realize value from their PracticeTek solutions.
Drive the onboarding project plan: Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria while maintaining clear project documentation and keeping both customers and internal stakeholders accountable to agreed-upon next steps.
Lead customer communication and alignment: Serve as the primary point of contact throughout onboarding, leading customer meetings, providing proactive status updates, setting expectations, and translating customer needs into actionable implementation plans.
Coordinate cross-functional delivery and remove barriers: Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams to address configurations, workflows, data requirements, integrations, dependencies, and issues that could impact implementation success.
Drive launch readiness and continuous improvement: Identify and resolve project risks, ensure required training and implementation activities are completed, maintain accurate customer and system records, and contribute insights that improve onboarding processes, resources, and overall customer time to value.
How Success is Measured
Here’s how we’ll know you’re making an impact and raising the bar:
On-time onboarding: Customer implementations are completed within established timelines and agreed-upon scope based on the applicable product, service, and implementation complexity.
Customer experience: Customers report a strong onboarding experience, measured through customer satisfaction results against the established team target
Launch readiness and quality: Customers reach go-live with required configuration, training, documentation, and transition activities successfully completed, with minimal avoidable rework or post-launch disruption.
Adoption and time to value: Customers achieve established readiness and early adoption milestones within the expected timeframe for the applicable product or service.
Project execution and stakeholder experience: Project plans, customer records, risks, milestones, and communications remain accurate and current, while cross-functional partners receive timely information and clear ownership throughout the implementation lifecycle.
What You Bring
Your unique talents are what make you shine. For this role, success looks like:
4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role, preferably within a SaaS or technology environment.
Demonstrated experience independently managing multiple customer projects, implementations, or complex customer engagements simultaneously, with accountability for timelines, deliverables, follow-through, and customer outcomes.
Strong project-management, organization, and prioritization skills, including the ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams.
Excellent written and verbal communication skills, with demonstrated ability to lead customer meetings, manage expectations, communicate proactively, and work effectively with both technical and non-technical stakeholders.
Strong problem-solving and technology proficiency, including experience using CRM, project-management, communication, and productivity tools and the ability to quickly learn new software, workflows, products, and industry concepts.
Ready to Join?
If you’re excited to bring your ideas, energy, and expertise to a team that’s shaping the future of healthcare, we can’t wait to hear from you. Apply today and let’s make healthcare simpler, smarter, and Better. Together.
The Fine Print (That Really Matters)
At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate’s skills and experience. For this position, we reasonably expect to pay between $25 - $28/hr. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable.
PracticeTek is an Equal Opportunity Employer. We are committed to creating an inclusive environment where all employees feel valued and supported. All qualified applicants will receive fair treatment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, age, disability, veteran status, genetic information, marital status, uniformed service status, or any other characteristic protected under applicable law.
This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.
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Delivers practice management, EHR, payments SaaS
PracticeTek builds a suite of software and payment tools for retail healthcare clinics, covering dental, chiropractic, orthodontics, optometry, and dermatology. Its products include practice management, electronic health records, patient engagement, integrated payments, and business analytics that work together in one ecosystem, enabling patient intake, treatment, billing, and revenue insights. The company grows by acquiring or partnering with mid-market SaaS providers and integrating their solutions into a cohesive platform, rather than offering standalone tools, backed by private equity and guided by experienced leaders. Its goal is to scale an end-to-end software and payments platform that serves clinics across the U.S. and Canada, improving efficiency and data-driven decision-making.
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