Onboarding Manager

About the Role

The Onboarding Manager will oversee the comprehensive onboarding process for new customers adopting Helda's healthcare data platform. This role encompasses managing all touchpoints from the initial engagement with healthcare clients to the formal completion of the onboarding and ongoing support phases. Acting at the crossroads of customer success, data operations, and product management, the individual ensures that client healthcare data is accurately integrated, clean, and validated according to Helda's minimum viable product (MVP) Data Schema.

Key Responsibilities

• Serve as the principal point of contact for new customers, guiding them throughout the onboarding journey.
• Handle scenarios where customers drop off or face difficulties in providing the required data, clearly communicating subsequent steps.
• Identify all necessary data elements for each client, ensuring alignment with Helda’s MVP Data Schema and recognizing corresponding source systems such as EMR/HIS, billing, claims, and scheduling platforms.
• Coordinate the importation of healthcare organization data into Helda’s MVP by mapping client data fields to Helda’s schema while proactively highlighting gaps, discrepancies, and potential risks.
• Execute thorough data validation checks, including manual report interventions when automated validations indicate issues.
• Generate detailed customer reports specifying data deficiencies, corrective actions required, and implications on Helda’s functionality if specific data points are absent.
• Collaborate iteratively with customers to achieve fully validated data upload and successful onboarding completion.
• Work closely with engineering, data, and product teams to address schema, integration, and data integrity challenges.
• Convey insights gained during onboarding to support product enhancements and process improvements by identifying recurring data concerns, integration issues, and client pain points.