Onboarding & Implementation Specialist

About Providi

Providi is the company behind Cerbo and OptiMantra, two practice management and EHR products built for the cash-pay personalized care market. Together they serve nearly 7,000 clinics, from functional, integrative and longevity practices to direct primary care, concierge, med spa and behavioral health.

Both products have served providers since 2011. Today we work as one team with one mission: to empower personalized care providers to deliver better patient outcomes and create thriving

practices.

We are provider-first. We build the technology, data and tools that give independent providers the autonomy to run their practices their way. That means configurable clinical workflows, lab integrations, scheduling, billing and patient engagement, with more on the way.

Our name says what we do. “Provi” comes from provider, the people we build for. “Vidi” is Latin for “I see.” We see where personalized care is going, and we build for it.

Position Summary

As a Customer Onboarding & Implementation Specialist, OptiMantra you’ll be on the front lines of our customer experience. You’ll join the OptiMantra team at Providi. OptiMantra helps functional, integrative, longevity, wellness, direct primary care, concierge, med spa and behavioral health practices get started fast and scale, with multi-modality support and optional insurance billing.

You’ll help new practices launch successfully, guide users through powerful features, and solve real problems for real people doing meaningful work in healthcare. If you love helping others, enjoy learning technology, and want your work to directly support wellness practitioners and patients—you’ll thrive in this role.

Primary Responsibilities

• Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform
• Train customers on platform features, workflows, and best practices
• Provide friendly, effective technical support via phone, email, and video calls
• Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard
• Create and improve customer-facing knowledge base articles and training videos
• Partner with internal teams to improve processes, documentation, and the overall customer experience

Required Qualifications

• You genuinely enjoy helping people learn and succeed
• You’re a strong problem-solver who isn’t afraid to dig in and figure things out
• You bring a customer-first mindset and enjoy improving processes
• You’re comfortable with technology, including scheduling tools, spreadsheets, and database-driven systems
• 2+ years of relevant experience in customer support, onboarding, healthcare operations, or technology (experience level flexible for the right candidate)
• Experience with EMR/EHR or practice management platforms is a plus
• Background in customer support, IT/help desk, or a clinical/medical office environment is helpful

What we offer

• Competitive compensation based on experience
• Paid Time Off and company holidays
• Comprehensive health, dental and vision benefits
• Short-term and long-term disability Insurance
• 401k plan with matching company contribution
• Real ownership and impact in a fast-growing health tech company

Location: 100% Remote