Onboarding Manager

About NexHealth

Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides, instant meal delivery, and unlimited streaming, why do you still have to call to schedule a doctor's appointment and fill out a clipboard in the waiting room?

NexHealth's mission is to accelerate innovation in healthcare by connecting patients, providers, and developers. We're building the infrastructure layer for modern healthcare, connecting thousands of fragmented, on-premise, and closed EHR systems into a single, modern platform that powers software, APIs, payments, and patient experiences across the ecosystem.

• Founded: 2017
• Headquarters: San Francisco, CA
• Funding: $177M Series C 
• Employees: 200+
• Trusted by tens of thousands of providers and hundreds of health-tech developers — forging the infrastructure layer that modern healthcare needs

About the Role

It's an incredibly exciting time to join the Onboarding Team at NexHealth  With our business accelerating rapidly, we're creating scalable processes that will define the foundation for Customer Success in our high-growth environment. This team is built for operators who are eager to tackle high-impact challenges and build the future of onboarding at scale. As we grow, the demand for structured, effective onboarding has outpaced the scope of traditional responsibilities—requiring innovation, operational excellence and a deep understanding of how our product helps our customers achieve their goals.

If you're ready to leave your current role to dive into a rapidly scaling startup, drive meaningful impact, and design the strategies that will elevate our entire customer journey, this is the opportunity for you. Join us to be a core part of a fast-paced, mission-driven team where you'll build, lead, and shape onboarding processes that make a tangible difference for our customers and our company.

What You'll Do

• Lead onboarding for new medical practice clients, ensuring a smooth 30-day setup process that includes installation, customization, training, and consultation.
• Deliver a high-touch, "white glove" experience from the moment of purchase to full adoption, setting a positive first impression and building a foundation for long-term customer satisfaction.
• Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges.
• Collaborate closely with cross-functional teams to ensure that onboarding aligns with customer goals and maximizes their ability to leverage our product effectively.
• Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction.

What You'll Bring

• 2–4 years of experience in a customer-facing onboarding, implementation, or customer success role at a SaaS company
• Available to be on-site a minimum of two days per week
• Experience implementing technical products, including guiding customers through software setup, integrations, training or process configuration
• Ability to consult with customers to understand their goals, recommend best practices, and drive business outcomes 
• Proven ability to manage multiple projects concurrently, onboarding projects
• Excellent written and verbal communication skills
• Experience using CRM or project management tools such as Salesforce, HubSpot, Asana, or Trello
• High technical aptitude with the ability to quickly learn complex software systems, troubleshoot configuration issues, and communicate technical concepts to non-technical users
• Experience working with small businesses or healthcare customers, particularly those with limited technical resources

• Experience in onboarding customers to a product that integrates with external systems such as APIs or practice management software
• Familiarity with dental or medical technology platforms
• Background working in a fast-paced startup or scale-up environment

Benefits

• Full Medical, Dental, and Vision (up to 100% covered)
• 401K and commuter benefits
• Flexible PTO
• High-impact work that directly improves the healthcare experience for millions

Our Values

• Solve the customer's problems, not yours
  When making decisions, think from the perspective of the customer. It's easy to make decisions that make our lives simpler, but not the customers.
• Do the things others are not willing to do
  As a Nexer, always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace. 
• Take ownership
  Act like a founder. Own your roles, destinies, mistakes, behavior, and our mission. The buck stops with each of us - no blaming or excuses.
• Say what's on your mind, with positive intent
  Be direct, proactive, transparent, and frequent in your communication.
• Default trust
  As a Nexer, you do not have to earn trust, trust is given to you by default. If we by default trust each other, our speed of communication, feedback, information sharing, and overall improvements will be a lot faster.
• Think in first principles
  We first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask "why" to validate our assumptions.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We provide reasonable accommodation for individuals with disabilities to participate in the application or interview process. Contact to request assistance.