Manila, Metro Manila, Philippines · Remote Solely
<h3 dir="ltr">About ClinicMind<br><br></h3><p dir="ltr"><strong>ClinicMind</strong> is a healthcare EHR and practice management platform serving chiropractic, physical therapy, behavioral health, and specialty healthcare…
Skills: SaaS Onboarding, Client Relationship Management, Healthcare Technology, Revenue Cycle Management, EHR Software
Gurgaon, Haryana, India · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, EDI/ERA Enrollment
Bangalore North, Karnataka, India · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, Cross-functional Coordination
Hyderabad, Telangana, India · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, Cross-functional Coordination
Noida, Uttar Pradesh, India · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, Cross-functional Coordination
New York, New York, United States · Remote Solely
<h3 dir="ltr">About ClinicMind<br><br></h3><p dir="ltr"><strong>ClinicMind</strong> is a healthcare EHR and practice management platform serving chiropractic, physical therapy, behavioral health, and specialty healthcare…
Skills: SaaS Onboarding, Client Relationship Management, Healthcare Technology, Revenue Cycle Management, EHR Software
Manila, Metro Manila, Philippines · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, Cross-functional Coordination
Jaipur Municipal Corporation, Rajasthan, India · Remote Solely
<p dir="ltr"><strong>Role Summary</strong></p><p dir="ltr">We are seeking a seasoned, highly organized Senior Revenue Cycle Specialist to join our SWAT / Level 3 (L-3) support team — the most senior tier of our rev…
Skills: Revenue Cycle Management, Root Cause Analysis, Medical Billing, Escalation Management, EDI/ERA Enrollment
Manila, Metro Manila, Philippines • Remote Solely
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Manage a portfolio of healthcare practices through the onboarding process from contract signing to platform adoption. Coordinate cross-functional teams to deliver training, configure accounts, and ensure clinical and billing readiness.
Requires at least 2 years of experience in SaaS onboarding or client success within a healthcare or medical billing environment. Must be based in the US and possess strong knowledge of Revenue Cycle Management and EHR software.
ClinicMind is a healthcare EHR and practice management platform serving chiropractic, physical therapy, behavioral health, and specialty healthcare practices across the United States.
Our platform helps practices streamline:
Clinical documentation
Medical billing and revenue cycle management
Credentialing
Patient engagement
Payment processing
The Onboarding & Client Success team is responsible for guiding new clients from contract signing through successful platform adoption and transition to long-term account management.
The Onboarding Account Manager is responsible for managing a portfolio of healthcare practices throughout the onboarding process.
This role serves as the primary point of contact from the initial Getting Started Call through graduation and handoff to the Retention team. The Onboarding Account Manager oversees onboarding timelines, coordinates cross-functional teams, delivers training, manages client expectations, and ensures practices are fully prepared to operate successfully on the ClinicMind platform.
The position requires strong client relationship management, healthcare software knowledge, training delivery skills, and cross-functional coordination.
Manage a portfolio of approximately 6–10 active onboarding accounts.
Serve as the primary point of contact from contract signing through onboarding completion.
Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements.
Establish onboarding expectations, milestones, and timelines.
Manage all client communications via email, phone, and Zoom.
Conduct regular client check-ins throughout the onboarding process.
Monitor client satisfaction and proactively identify potential concerns.
Escalate risks and issues to leadership when appropriate.
Guide clients through go-live preparation and readiness.
Deliver and/or coordinate the complete onboarding sequence, including:
Getting Started Call (GSC)
Billing Setup Call
Account Configuration
EHR Documentation Training
Billing Training
Insurance Training
Specialty Training
Dress Rehearsal
Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.
Ensure clients achieve clinical and billing readiness prior to graduation.
Provide same-day post-session recaps with SMART action items.
Maintain accurate documentation of all onboarding activities in Momentum CRM.
Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements.
Verify completion of:
EDI enrollment
ERA setup
CMPay/Fortis activation
Coordinate with:
CredEdge (Credentialing)
PatientHub
CMPay
Billing Operations
Ensure all onboarding workstreams remain aligned and on schedule.
Identify onboarding scope discrepancies and communicate findings early in the implementation process.
Participate in or lead graduation reviews.
Deploy and monitor Fire Onboarding Surveys.
Escalate client concerns identified through survey responses within 48 hours.
Complete graduation readiness verification, including:
EDI confirmation
Active payment processing
Billing training completion
Dress rehearsal completion
Client confidence assessment
Prepare and conduct account handoff to the Retention team.
Required:
Must be based in the United States and available to work standard U.S. business hours.
Minimum of 2 years of experience in SaaS onboarding, implementation, or client success.
Experience managing client relationships and owning customer accounts throughout the onboarding process.
Experience with healthcare technology, EHR software, or medical billing environments.
Strong understanding of Revenue Cycle Management (RCM), including:
Claims lifecycle
ERA/EDI processes
Insurance verification
CPT and ICD-10 coding fundamentals
Excellent written communication skills.
Strong presentation, training, and Zoom facilitation skills.
Preferred:
Experience working with chiropractic, physical therapy, or behavioral health practices.
Experience onboarding insurance-based healthcare practices.
Experience with EHR and practice management platforms such as ChiroTouch, AdvancedMD, DrChrono, Jane, OptiMantra, or similar systems.
Experience conducting go-live training sessions and dress rehearsals.
Experience handling client escalations and resolving customer concerns.
Familiarity with CMPay, Fortis, or other healthcare payment processing solutions.
Experience with credentialing and payer enrollment processes.
Experience using CRM platforms such as Salesforce, Momentum, HubSpot, or similar systems.
Bilingual proficiency in English and Spanish.
Build trust, maintain engagement, and provide a high-quality onboarding experience for every client.
Identify risks early, communicate effectively, and resolve concerns before they become escalations.
Manage multiple onboarding projects simultaneously while maintaining attention to detail.
Understand healthcare billing concepts sufficiently to support onboarding discussions and training coordination.
Make sound decisions regarding client readiness, escalation timing, and onboarding progression.
Remain composed under pressure and facilitate productive resolutions for client concerns.
Maintain timely CRM updates, onboarding records, and client communications.
Assume ownership of an initial account portfolio.
Complete Getting Started Calls with assigned accounts.
Develop familiarity with ClinicMind workflows, onboarding processes, and platform functionality.
Consistently provide same-day client recap communications.
Identify onboarding risks and coordination gaps proactively.
Successfully graduate initial client accounts.
Maintain onboarding survey scores averaging 4.0 or higher.
Independently coordinate onboarding activities across departments.
Demonstrate sound escalation management and client communication practices.
Independently manage a full onboarding portfolio.
Maintain On-Time-In-Full (OTIF) performance of 85% or greater.
Contribute to onboarding process improvements.
Demonstrate measurable client satisfaction and onboarding success.
Must have stable internet connection minimum of 20 MBPS
Must have a mobile data plan as a backup
Must be comfortable working the US business hours
Must own a PC or laptop with at least 16 GB of memory
Payers win when your practice runs on disconnected software. One full-stack platform to fight back.
Payers have a playbook. Deny first. Delay second. Downcode third. Then audit, consolidate, and repeat — collecting float on every dollar your practice earned but hasn't been paid. They win when your practice runs on disconnected software. A billing platform that doesn't talk to your EHR. A patient portal nobody uses. Credentialing in a spreadsheet. Scheduling in one system, documentation in another. Every gap in your workflow is a gap in your defense — and payers know exactly where to find it. That's the Frankenstack. And it's costing independent practices $40,000–$90,000 a year in denied claims, unbilled encounters, and revenue that was earned but never collected. ClinicMind was built to close those gaps — not with another point solution, but with one unified platform that connects every part of your practice into a single system payers can't exploit. No clinician should suffer burnout or be cheated out of their hard-earned reimbursements by systems that were never designed to work together. We unify EHR, revenue cycle management, billing, patient engagement, scheduling, credentialing, and payments. One platform. One support team. One growth engine. The results speak for themselves. ClinicMind is the #1-rated chiropractic EHR on G2, earned 35 G2 badges in 2025, and was named the top-ranked chiropractic EHR and practice management solution by Black Book Research. Practices that switch to ClinicMind report faster documentation, fewer denials, more predictable revenue, and time back in their day. We're here to give independent practice owners their independence back. Thousands of practices across chiropractic, mental health, and multidisciplinary care already have. Integrated software: EHR (with mobile app) · Billing platform · Practice management · Patient portal · Credentialing · AIScribe (AI-assisted documentation) Integrated services: Managed billing · Credentialing · Coding · Prior authorization · PatientHub (patient engagement & reactivation)
Offices: 2840 W Bay Dr, PO Box 352, Belleair Bluffs, Florida 33770, US · B15, 105 South Nehru Street, SSM Nagar, Alapakkam, Chennai, Tamilnadu 600063, IN · Unit 214 – 215 2F Commerce Center, Commerce Avenue corner East Drive, Alabang, Muntinlupa City, Metropolitan Manila, PH
Payers win when your practice runs on disconnected software. One full-stack platform to fight back.
Payers have a playbook. Deny first. Delay second. Downcode third. Then audit, consolidate, and repeat — collecting float on every dollar your practice earned but hasn't been paid. They win when your practice runs on disconnected software. A billing platform that doesn't talk to your EHR. A patient portal nobody uses. Credentialing in a spreadsheet. Scheduling in one system, documentation in another. Every gap in your workflow is a gap in your defense — and payers know exactly where to find it. That's the Frankenstack. And it's costing independent practices $40,000–$90,000 a year in denied claims, unbilled encounters, and revenue that was earned but never collected. ClinicMind was built to close those gaps — not with another point solution, but with one unified platform that connects every part of your practice into a single system payers can't exploit. No clinician should suffer burnout or be cheated out of their hard-earned reimbursements by systems that were never designed to work together. We unify EHR, revenue cycle management, billing, patient engagement, scheduling, credentialing, and payments. One platform. One support team. One growth engine. The results speak for themselves. ClinicMind is the #1-rated chiropractic EHR on G2, earned 35 G2 badges in 2025, and was named the top-ranked chiropractic EHR and practice management solution by Black Book Research. Practices that switch to ClinicMind report faster documentation, fewer denials, more predictable revenue, and time back in their day. We're here to give independent practice owners their independence back. Thousands of practices across chiropractic, mental health, and multidisciplinary care already have. Integrated software: EHR (with mobile app) · Billing platform · Practice management · Patient portal · Credentialing · AIScribe (AI-assisted documentation) Integrated services: Managed billing · Credentialing · Coding · Prior authorization · PatientHub (patient engagement & reactivation)
Offices: 2840 W Bay Dr, PO Box 352, Belleair Bluffs, Florida 33770, US · B15, 105 South Nehru Street, SSM Nagar, Alapakkam, Chennai, Tamilnadu 600063, IN · Unit 214 – 215 2F Commerce Center, Commerce Avenue corner East Drive, Alabang, Muntinlupa City, Metropolitan Manila, PH
