Cerbo ยท OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work -- not the other way around.
Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on.
Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that -- at whatever size and pace they choose to grow.
This role is ideal for someone with 2+ yearsย SaaS onboarding experienceย orย hands-onย EHR/practice operations experienceย (MA, clinical support, office manager, superuser, or anyone who has trained others on an EHR).ย
Location:ย 100% Remoteย ย
What Youโll Doย ย
As an Implementation Manager, youโll be the primary point of contact for new medical clinics from kickoff through launch. In this role, you will:ย ย
- Lead the onboarding processย fromย initialย kickoff to successfulย go-live.ย ย
- Deliver engaging training sessionsย and walk clinics through system setup.ย ย
- Simplify complex workflowsย by explaining settings and best practices in clear, actionable terms.ย ย
- Own the customer relationshipย during onboarding, ensuring responsiveness and clarity at every step.ย ย
- Monitor progress and mitigate risksย through proactive communication and issue resolution.ย ย
- Collaborate cross-functionallyย with Support, Product, and Engineering to address questions and remove blockers.ย ย
- Build strong, trust-based relationshipsย by being thoughtful, transparent, and solution-oriented.ย ย
- Drive continuous improvementย by sharing ideas to enhance onboarding processes, training materials, and team operations.ย ย
Your firstย 6 weeks:ย ย
- Complete structured training to learn Cerboโs products, customers, and onboarding frameworkย ย
- Shadow experienced team members on kickoff meetings, workflow trainings, and customer touchpointsย ย
- Leadย mock onboarding sessionsย and receive feedback to strengthen product knowledgeย ย
Within the first 3 months:ย ย
- Begin managing aย small set of onboarding customersย with guidanceย ย
- Run live customer meetings and training sessionsย ย
- Learn to guide customers through setup decisions and workflow adoptionย ย
- Strengthen your communication and documentation habitsย ย
- Collaborate cross-functionally to unblock issues andย maintainย momentumย ย
- Lead yourย first full customer kickoffย and support customers throughย early stagesย of onboardingย ย
After 6 months:ย ย
- Manage aย full portfolio of active onboarding customersย at various stagesย ย
- Anticipate blockers and help customers solve problems independentlyย ย
- Adapt onboarding guidance to different practice types and user rolesย ย
- Communicate proactively, clearly, and confidently about next stepsย ย
- Suggest improvements to onboarding materials and processes as you gainย expertiseย ย
Success In your first year:ย ย
- Guided dozens of clinics through their on-time onboarding and launchย ย ย
- Developed deep product and workflow knowledge across multiple practice typesย ย
- Built strong relationships with both customers and internal teamsย ย
- Demonstrated consistent success in training delivery, customer satisfaction, and onboarding outcomesย ย
- Contributed meaningfully to improvements in how Cerbo supports new customersย ย
Whatย Youโllย Bringย ย
We welcome candidates fromย two strong backgrounds:ย ย
Healthcare / EHR Experienceย ย
- Experience working in a clinical setting (MA, office manager, clinical support, etc.)ย ย
- Hands-on experience using, configuring, or teaching EHR systemsย ย
Plus:ย ย
- 2+ yearsย of relevant experience in a customer-facing or operational role (Entry - Mid level)
- Strong communicationย skills, both written and verbalย ย
- Ability to break down complex information into clear, customer-friendly guidanceย ย
- Confidence leading video calls and training sessionsย ย
- Strong organization and time-management skillsย ย
- A balance ofย independent problem-solvingย andย comfort following structured workflowsย ย
- Curiosity, empathy, and a customer-first mindsetย ย
Nice to have: Experience in healthcare technology, software training and onboarding, or practice operations.ย ย
Why Youโll Love Working Here
- Competitive compensation based on experience
- Paid Time Off and company holidaysย
- 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
We are an equal opportunity employer and value diversity at our company.ย We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.ย