Software Onboarding Specialist - Wellbeing

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. 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 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. About IntakeQ and PracticeQ Founded in 2014, IntakeQ provides cloud-based practice management software for allied health professionals. Originally built for intelligent intake and charting, it has evolved into a comprehensive platform that automates scheduling, billing, patient communication, and more. IntakeQ helps providers save time, reduce administrative burdens, and improve efficiency. Alongside its sister platform, PracticeQ, it offers a full suite of tools to manage the entire patient journey—from intake to ongoing care. With HIPAA-compliant e-forms, telehealth, automated reminders, and secure patient portals, IntakeQ keeps practices connected and running smoothly. Trusted by thousands of practitioners, IntakeQ continues to improve how providers manage patient information and streamline operations. What You’ll Do Here’s how you’ll help us bring our mission to life and show up as a Trusted Partner: Customer Experience and Partnership Deliver a positive, professional onboarding experience through clear communication, responsiveness, and guidance Build trusted relationships with customers and serve as their primary point of contact during onboarding Understand customer goals, workflows, and behavioral health practice needs to tailor onboarding accordingly Onboarding and Project Management Manage a portfolio of onboarding engagements from kickoff through completion Coordinate timelines, tasks, and milestones to ensure successful and timely implementations Track progress, document activity, and maintain accurate records in CRM and internal systems Scaled Onboarding & AI Enablement Help design and evolve a scaled onboarding experience leveraging tools like Userpilot Partner cross-functionally to build in-app guidance, walkthroughs, and automated onboarding journeys Identify opportunities to reduce manual onboarding effort while improving customer experience and outcomes Continuously test, iterate, and optimize onboarding flows using data and customer feedback Time to Value Drive customers to go-live readiness within established onboarding timelines (7–14 days) Balance quality and efficiency based on product complexity and services purchased Identify risks early and partner with customers and internal teams to proactively resolve issues How Success is Measured Here’s how we’ll know you’re making an impact and raising the bar: Average time-to-value: 7–14 days to go-live readiness Customer onboarding satisfaction: ≥90% positive feedback Successful completion of onboarding milestones within defined timelines Increased adoption of scaled onboarding experiences (Userpilot, in-app flows, AI-driven guidance) Reduction in manual onboarding effort through automation and improved onboarding design What You Bring Your unique talents are what make you shine. For this role, success looks like: 4+ years of combined experience in customer support within a SaaS environment and/or a behavioral or mental health practice setting Hands-on experience in a behavioral or mental health office environment, with strong understanding of workflows, tools, and patient engagement processes Experience working in a SaaS or technology-enabled environment, preferably in onboarding, implementation, or customer success Exposure to or interest in scaled onboarding tools (e.g., Userpilot, Pendo, Appcues) and digital adoption strategies Strong organizational and project management skills, with the ability to manage multiple onboarding engagements simultaneously Experience using CRM systems such as Salesforce and maintaining accurate customer records Ability to operate both tactically (1:1 onboarding) and strategically (scaling onboarding through automation and AI) Outstanding written and verbal communication skills, with the ability to guide customers of varying technical comfort levels 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 $42,000 - $54,000. 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. This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.