SimplePractice

1 month ago

Onboarding Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Join our Customer Success team as an Onboarding Specialist II focused on Groups Practice. Lead end-to-end onboarding for medium to large groups, manage data migrations and insurance setup, tailor software configurations to workflows, deliver training, and collaborate with cross-functional teams to ensure a smooth, white-glove transition to SimplePractice. You will serve as a consultative partner, driving adoption and long-term success for healthcare practices.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key 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
•Data Transfer Coordination: Partner with customers and our internal Data Transfer team to facilitate the secure, accurate migration of clinical data from legacy systems
•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
•Workflow Optimization: Conduct deep-dive consultations to understand a Group\'s unique business needs and facilitate software configuration to match their specific workflows
•Educational Programming: Deliver high-impact training sessions tailored to the nuances of larger organizations and multi-user environments

Pay and Benefits

Salary: USD 47,000 - 60,000 annually

Key Requirements

•2+ years of relevant experience in B2B SaaS onboarding, customer implementation, or professional services (or equivalent transferable experience)
•Group dynamics expertise: ability to facilitate technical transitions for organizations with multiple stakeholders, cross-functional teams, or complex hierarchies
•Technical fluency: strong foundational understanding of SaaS product architecture, data transfers/migrations, and the insurance billing lifecycle
•Exceptional communication: ability to explain high-level technical concepts in a clear, conversational, and empathetic tone
•High accountability: track record of managing multiple high-priority projects while maintaining a white-glove customer experience

Experience:2+ yearsSaaSHealthcare

Skills:CommunicationProject managementStakeholder managementTrainingData transfer

Languages:English

Tech Stack:SaaSData migrationInsurance billing

Company Brief

SimplePractice

Provides practice management and telehealth software for behavioral health and wellness professionals, offering scheduling, billing, documentation, and secure telehealth services to streamline clinical workflows.

Industry: HealthTech

Headquarters: Lehi, United States

Founded: 2012

Website LinkedIn

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SimplePractice

1 month ago

Onboarding Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key 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
•Data Transfer Coordination: Partner with customers and our internal Data Transfer team to facilitate the secure, accurate migration of clinical data from legacy systems
•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
•Workflow Optimization: Conduct deep-dive consultations to understand a Group\'s unique business needs and facilitate software configuration to match their specific workflows
•Educational Programming: Deliver high-impact training sessions tailored to the nuances of larger organizations and multi-user environments

Pay and Benefits

Salary: USD 47,000 - 60,000 annually

Key Requirements

•2+ years of relevant experience in B2B SaaS onboarding, customer implementation, or professional services (or equivalent transferable experience)
•Group dynamics expertise: ability to facilitate technical transitions for organizations with multiple stakeholders, cross-functional teams, or complex hierarchies
•Technical fluency: strong foundational understanding of SaaS product architecture, data transfers/migrations, and the insurance billing lifecycle
•Exceptional communication: ability to explain high-level technical concepts in a clear, conversational, and empathetic tone
•High accountability: track record of managing multiple high-priority projects while maintaining a white-glove customer experience

Experience:2+ yearsSaaSHealthcare

Skills:CommunicationProject managementStakeholder managementTrainingData transfer

Languages:English

Tech Stack:SaaSData migrationInsurance billing

Company Brief

SimplePractice

Industry: HealthTech

Headquarters: Lehi, United States

Founded: 2012

Website LinkedIn