Onboarding Associate

Summary

Join our mission-driven team as an Onboarding Associate, enhancing physician and patient quality of life through our cloud-based clinical platform. You will onboard primary care practices, ensuring a seamless transition of their data from previous EMRs. This role requires excellent relationship management and a strong technical understanding of EHR configuration and integrations. You will collaborate with various teams, manage projects, and provide consultative support to clients. The position is remote-based and offers a competitive salary. We are committed to creating a diverse and inclusive work environment.

Requirements

• 2+ years relevant professional experience in implementation, or customer-facing success role
• Previous software experience in one or more of the following areas: Electronic Health Records or Practice Management Solutions
• Previous software experience in one or more of the following areas: User credentialing processes
• Previous software experience in one or more of the following areas: Integration and configuration processes
• Experience in medical billing and SaaS is required
• Ability to communicate complex technical principles to both technical and non-technical stakeholders
• Hands-on, high-energy, passionate and creative problem solver with know how to get things done and ability to lead others to success
• Must be proficient in using Google Suite and project management platforms, including Salesforce

Responsibilities

• Consult with key client stakeholders and cross-functional team members to gather and interpret documented build requirements for implementation projects
• Coordinate and adhere to strict project schedules, and handle multiple assignments
• Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally
• Complete assigned project responsibilities which include but are not limited to: account activations, setting up eFax, ePrescribing, labs and other integrations requested by the customer
• Proactively identify potential risks and mitigation strategies and communicate action items and resolutions to project team and client stakeholders
• Collaborate with the broader Onboarding team on executing billing-related tasks on the project plan and coordinating with the Onboarding teams to ensure a successful customer graduation
• Communicate with customers and 3rd party vendors/partners to enable configuration experiences
• Document progress and updates in Salesforce and Cloud Coach; communicate whether your activities are on track/off track with the relevant stakeholders
• Develop and maintain technical expertise in assigned areas of the product functionality and utilize that expertise effectively and efficiently to help customers
• Ensure process and operating procedures documentation is up to date at all times to enable operational efficiency across the organization
• Actively contribute in any onboarding and training projects to support the customer journey, and product core adoption
• Communicate clearly problems, issues and potential solutions to team members, clients and organizational administration
• Complete data imports for customers transitioning to Elation from previous EMRs and partner closely with the rest of the Onboarding team to coordinate timing, delivery, and expectations for the customer

Preferred Qualifications

Knowledge of, or strong interest in, the US healthcare industry and common technologies used is a plus

Benefits

• Remote-based position
• Salary: $58,000 - $65,000 k/yr