OptiMantra · 21 hours ago
SMB Implementation Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expOptiMantra is a fast-growing healthcare technology company supporting clinics across the U.S. and internationally with their Cerbo EHR platform. They are seeking an SMB Implementation Manager to help new medical practices confidently adopt their platform through customer onboarding, software training, and project management.
Health CareMedicalSoftware
Responsibilities
Lead the onboarding process from initial kickoff to successful go-live
Deliver engaging training sessions and walk clinics through system setup
Simplify complex workflows by explaining settings and best practices in clear, actionable terms
Own the customer relationship during onboarding, ensuring responsiveness and clarity at every step
Monitor progress and mitigate risks through proactive communication and issue resolution
Collaborate cross-functionally with Support, Product, and Engineering to address questions and remove blockers
Build strong, trust-based relationships by being thoughtful, transparent, and solution-oriented
Drive continuous improvement by sharing ideas to enhance onboarding processes, training materials, and team operations
Qualification
Required
2+ years SaaS onboarding experience or hands-on EHR/practice operations experience (MA, clinical support, office manager, superuser, or anyone who has trained others on an EHR)
Experience in implementation, onboarding, customer success, or project management
Comfortable training users, leading calls, and managing multiple customers
Experience working in a clinical setting (MA, office manager, clinical support, etc.)
Hands-on experience using, configuring, or teaching EHR systems
2+ years of relevant experience in a customer-facing or operational role (Entry - Mid level)
Strong communication skills, both written and verbal
Ability to break down complex information into clear, customer-friendly guidance
Confidence leading video calls and training sessions
Strong organization and time-management skills
A balance of independent problem-solving and comfort following structured workflows
Curiosity, empathy, and a customer-first mindset
Preferred
Experience in healthcare technology, software training and onboarding, or practice operations
Benefits
Competitive compensation: based on experience + performance-based bonuses
Excellent PTO (we want you rested, not burned out)
Comprehensive benefits package, in addition to a 401(k) with employer match
Fully remote - work where you thrive
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Company
OptiMantra
OptiMantra is online practice management software designed to facilitate interaction between wellness seekers and providers.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Akhil Singh
Founder
Recent News
2025-12-10
2025-12-03
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