About the job
About Us
At SimplePractice, we are dedicated to enhancing access to high-quality care by providing health and wellness clinicians with the essential tools necessary for success in private practice.
With over 250,000 providers relying on SimplePractice to grow their businesses through our cutting-edge software, we offer powerful solutions that simplify every aspect of practice management. From administrative tasks to clinical care, our innovative suite works in harmony to alleviate administrative burdens, empowering both solo practitioners and small groups to thrive alongside their clients.
As an award-winning company that prioritizes people, SimplePractice is at the forefront of health tech innovation, recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.
The Role
We are in search of an experienced Onboarding Specialist II to join our Customer Success team, focusing on our Groups Practice segment. In this position, you will serve as a catalyst for change rather than just a trainer. Your mission will be to guide medium and large professional groups through the intricate transition to SimplePractice, ensuring that their business operations—including clinical workflows and financial systems—remain stable and optimized.
As an Onboarding Specialist II, you will oversee high-value implementations, which include large-scale data migrations, multi-clinician insurance setups, and integrated payment processing. You will act as a consultative partner, aiding Groups Customers in navigating the various components of software adoption with confidence and ease.
Responsibilities
- Implementation Facilitation: You will be the lead coordinator for high-value account setups.
- Ensure stakeholder alignment and keep the overall project and subsequent milestones on track to meet setup goals.
- Collaborate routinely with multiple internal teams, acting as the point of contact on behalf of customers, to guarantee a seamless transition.
- Technical Consulting: You will provide expert guidance on software configuration, data transfers, and payment processing configurations.
- Conduct thorough requirements-gathering for complex customers, effectively setting expectations and proactively addressing potential obstacles.
- Quickly comprehend customer concerns and work effectively with cross-functional teams to provide solutions.
- Utilize expert and empathetic de-escalation skills to support customers navigating significant business transitions.
- Internal Mentorship & Strategic Partnership: You will play a key role in mentoring team members and fostering strategic partnerships across departments.

