Implementation Manager

Cerbo · 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+ 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). 

What You’ll Do  

As an Implementation Manager, you’ll be the primary point of contact for new medical clinics from kickoff through launch. In this role, you will:  

• 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.  

Your first 6 weeks:  

• Complete structured training to learn Cerbo’s products, customers, and onboarding framework  

• Shadow experienced team members on kickoff meetings, workflow trainings, and customer touchpoints  

• Lead mock onboarding sessions and receive feedback to strengthen product knowledge  

Within the first 3 months:  

• Begin managing a small set of onboarding customers with guidance  

• Run live customer meetings and training sessions  

• Learn to guide customers through setup decisions and workflow adoption  

• Strengthen your communication and documentation habits  

• Collaborate cross-functionally to unblock issues and maintain momentum  

• Lead your first full customer kickoff and support customers through early stages of onboarding  

After 6 months:  

• Manage a full portfolio of active onboarding customers at various stages  

• Anticipate blockers and help customers solve problems independently  

• Adapt onboarding guidance to different practice types and user roles  

• Communicate proactively, clearly, and confidently about next steps  

• Suggest improvements to onboarding materials and processes as you gain expertise  

Success In your first year:  

• Guided dozens of clinics through their on-time onboarding and launch   

• Developed deep product and workflow knowledge across multiple practice types  

• Built strong relationships with both customers and internal teams  

• Demonstrated consistent success in training delivery, customer satisfaction, and onboarding outcomes  

• Contributed meaningfully to improvements in how Cerbo supports new customers  

What You’ll Bring  

We welcome candidates from two strong backgrounds:  

Path 1: SaaS Experience  

• Experience in implementation, onboarding, customer success, or project management  

• Comfortable training users, leading calls, and managing multiple customers  

Path 2: Healthcare / EHR Experience  

• Experience working in a clinical setting (MA, office manager, clinical support, etc.)  

• Hands-on experience using, configuring, or teaching EHR systems  

Plus:  

• 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  

Nice to have: Experience in healthcare technology, software training and onboarding, or practice operations.  

Why You’ll Love Working Here

• 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 

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, gender, sexual orientation, age, marital status, veteran status, or disability status.