Onboarding Associate

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we’ve been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients. Join our mission as we help to enable every patient to the highest quality of care.

We are seeking a mission-driven Onboarding Associate who will learn a deep understanding of our cloud-based clinical and billing platforms. This role involves excellent relationship management skills, working directly with primary care practices to onboard them to our products and ensure a seamless transition of their data from previous EMRs. The Onboarding Associate will collaborate closely with various roles within the Small Group Onboarding team to efficiently integrate customers onto the Elation platform.

The ideal candidate will demonstrate a strong technical understanding of EHR configuration and integrations, possess problem-solving skills, and engage with customers in a consultative manner. Attention to detail across multiple projects and a positive attitude are essential to success. This is a remote-based position.

Key Responsibilities:

• Consults with the key client stakeholders and cross-functional team members to gather and interpret documented build requirements for implementation projects.
• Coordinates and adheres to strict project schedules, and handles multiple assignments.
• Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally.
• Complete assigned project responsibilities which include but are not limited to: account activations, setting up eFax, ePrescribing, labs and other integrations requested by the customer.
• Proactively identify potential risks and mitigation strategies and communicate action items and resolutions to project team and client stakeholders.
• Collaborate with the broader Onboarding team on executing billing-related tasks on the project plan and coordinating with the Onboarding teams to ensure a successful customer graduation.
• Communicate with customers and 3rd party vendors/partners to enable configuration experiences.
• Document progress and updates in Salesforce and Cloud Coach; communicate whether your activities are on track/off track with the relevant stakeholders.
• Develop and maintain technical expertise in assigned areas of the product functionality and utilize that expertise effectively and efficiently to help customers.
• Ensure process and operating procedures documentation is up to date at all times to enable operational efficiency across the organization.
• Actively contribute in any onboarding and training projects to support the customer journey, and product core adoption.
• Communicates clearly problems, issues and potential solutions to team members, clients and organizational administration.
• Complete data imports for customers transitioning to Elation from previous EMRs and partner closely with the rest of the Onboarding team to coordinate timing, delivery, and expectations for the customer.

Professional Qualifications

• 2+ years relevant professional experience in implementation, or customer-facing success role

• Previous software experience in one or more of the following areas:

  • Electronic Health Records or Practice Management Solutions
  • User credentialing processes
  • Integration and configuration processes

• Experience in medical billing and SaaS is required

• Ability to communicate complex technical principles to both technical and non-technical stakeholders

• Hands-on, high-energy, passionate and creative problem solver with know how to get things done and ability to lead others to success

• Knowledge of, or strong interest in, the US healthcare industry and common technologies used is a plus

• Must be proficient in using Google Suite and project management platforms, including Salesforce

Salary: $58,000 - $65,000 k/yr

Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

*As a healthcare technology company whose mission is to support IPCPs and frontline healthcare workers, and as a tight-knit company where we have the utmost concern and care for our team members, Elation Health has adopted a Mandatory COVID-19 Vaccination Policy. *

This policy will comply with all applicable laws and is based on guidance from the Centers for Disease Control and Prevention and local health authorities.

*We will not require any candidates to be vaccinated in order to interview for our open positions, but all new hires at Elation will be required to share a copy of their vaccination certification or present documentation to request an exemption. *

In compliance with the EEOC, any team member in need of an exemption from this policy due to a medical reason, or because of a sincerely held religious belief must provide People Ops ([email protected]) with appropriate documentation. For a medical exemption, we require a doctor’s note, and for a religious exemption, we require a note from the team member outlining the request.