PatientNow · 1 day ago
Onboarding Specialist
Brooklyn, NY
Full-time
Onsite
Entry, Mid Level
2+ years expPatientNow, now a part of Recura, is an AI startup focused on automating sales and marketing for cash-based medical clinics. The Onboarding Specialist will lead customers through the setup and configuration of the AI receptionist solution, ensuring a smooth transition and optimal use of the system.
AssociationHealth CareSoftware
Hiring Manager
Katie Stuempfle
Responsibilities
Lead new customer onboarding from kickoff through go-live and handoff to Customer Success, ensuring all technical and operational milestones are achieved
Configure customer accounts, settings, and integrations (e.g., scheduling tools, CRMs, VoIP systems, EMRs)
Manage project timelines and communicate progress clearly with stakeholders
Conduct discovery sessions to understand client workflows and design optimized AI receptionist configurations
Deliver live and recorded training sessions to customers and their staff on system functionality, AI assistant management, and best practices
Assist in refining onboarding documentation, user guides, and video tutorials to support product adoption
Help customers interpret AI performance data and make adjustments to improve automation accuracy and efficiency
Collaborate with product and engineering teams to troubleshoot setup issues or configurations
Assist with data imports, workflow mapping, and API-based integrations when needed
Monitor system performance during the onboarding period and ensure successful customer handoff to the Customer Success or Support team
Continuously refine onboarding processes to improve efficiency, scalability, and customer satisfaction
Collect feedback from customers to inform product development and improve implementation workflows
Qualification
Required
2–4 years of experience in SaaS onboarding, implementation, or customer success roles
Strong technical and analytical skills — able to configure and troubleshoot SaaS platforms and integrations
Excellent written and verbal communication abilities with a customer-first mindset
Experience managing multiple onboarding projects simultaneously
Familiarity with CRM, scheduling, or communication tools (e.g., HubSpot, Salesforce, Calendly, Twilio, Zoom, Slack, etc.)
Highly organized with strong project management skills
Technically curious and quick to learn new software
Empathetic communicator who can translate technical jargon into business outcomes
Proactive problem-solver who takes ownership of the customer journey
Collaborative mindset — able to work cross-functionally with product, sales, and support teams
Preferred
Experience working with AI-based software or automated customer communication tools
Understanding of API integrations, webhooks, and data mapping concepts
Experience in a startup or fast-paced SaaS environment where adaptability is key
Background in industries such as healthcare, legal, or professional services (ideal but not required)
Company
PatientNow
patientNOW is EMR, practice management, and patient engagement software for aesthetic medical practices.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-01-01Private Equity
Leadership Team
Bethany Little
Chief Executive Officer
Recent News
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