zHealth is a fast-growing SaaS company using modern technology to digitize wellness businesses. We streamline operations for clinics and wellness practices across the U.S., and our growth isn't slowing down. We're looking for our next teammate to help onboard our customers and set them up for long-term success!

This role is 100% in-office in San Francisco.

About The Position

As an Implementation Specialist, you will be the primary guide for new customers as they adopt the zHealth EHR platform. You will lead onboarding, deliver product training, configure account settings, and ensure a smooth transition into daily use of the software. You will partner closely with Customer Success and Support to ensure customers understand workflows, especially related to scheduling, documentation, and billing in the healthcare space.

Your mission is helping clinics go live confidently, quickly, and successfully.

Requirements

Who We Are Looking For

You have at least 2 years of SaaS onboarding, implementation, or similar customer-facing experience, ideally in healthcare or wellness technology. You enjoy solving workflow puzzles, explaining technology in easy-to-follow ways, and building great relationships. Experience with insurance billing or EHR systems earns bonus points. If you enjoy a startup environment where you can make a real impact, we want to meet you.

Key Responsibilities

Manage onboarding projects for new clinics from kickoff through go-live
Train customers on zHealth software including scheduling, documentation, and billing features
Configure customer accounts, settings, roles, and initial integrations
Provide expert guidance on best practices for operational and insurance workflows
Assist customers with claim setup, billing configuration, and clearinghouse processes
Track onboarding progress, ensure milestones are met, and proactively remove blockers
Collaborate with internal teams to resolve any complex setup or workflow issues
Document learnings and contribute to onboarding process improvements
Maintain exceptional communication and follow-through to drive high customer satisfaction

Qualifications

Minimum 2 years of SaaS onboarding, training, or Customer Success experience
Strong written and verbal communication skills
Familiarity with EHR software, clinic workflows, or medical billing is a plus
Proficiency with CRM and productivity tools such as Zoho, Salesforce, Zendesk, or HubSpot
Comfort learning technical systems and applying workflow best practices
Organized, detail-driven, and able to manage multiple customer projects simultaneously
Full-time availability in our San Francisco office

Attributes For Successful Candidates

Customer-obsessed with a service-first attitude
Skilled at teaching, coaching, and simplifying concepts
Calm under pressure and adaptable to shifting priorities
Natural problem solver who loves continuous improvement

Benefits

Health, Dental, and Vision Benefits
401(k) Match
Stock Options
11 company holidays (including your birthday!)
Paid Time-Off (PTO)
Company-sponsored events and outings
Supportive, energetic culture with room to grow
Opportunity to scale your career with a fast-growing SaaS organization

zHealth

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