Practice Onboarding & Success Manager
$90k - $110kAbout Ultralight Ultralight is powering the future of personalized medicine. We're building the AI-native operating system for clinicians running functional, integrative, and longevity practices—combining EHR, patient engagement, and AI tooling in one seamless stack. Today's technology wasn't built for these clinicians, so we built the platform designed for the future of great care. We are powering a community of forward-thinking healthcare professionals committed to transforming the industry. Together with our partners, we're not just imagining the future of healthcare. We're creating it. Trust in our onboarding and support is core from day one. Our clinicians are relationship-driven, time-constrained, and allergic to hype. They stay when they feel the product understands their world—and when someone on our side keeps showing up after go-live. Role overview We are seeking a Practice Onboarding & Success Manager to own the full practice lifecycle: kickoff → go-live → active patients on platform → ongoing account health. Your mission is to make every practice successful on Ultralight—live fast, running real clinical workflows in their first week, actively seeing patients on the platform, and happy enough to stay and refer others. Today, Ultralight supports ~100 live clinics, with 900+ in the pipeline. You'll guide each practice through tailoring Ultralight to how they work, from helping them navigate a migration from their previous platform to confirming how they want labs and billing set up and walking them through the workflows that fit their practice. You'll train their team, drive them to their first active patients, and run ongoing check-ins to clear blockers, engage in collaborative problem solving, answer questions, and bring their feature requests and feedback back to Product. If you communicate with warmth and clarity, love seeing a process through to the finish line, and are genuinely excited about helping innovative clinics deliver excellent patient journeys — this opportunity is for you. What you'll be working on Onboarding & Activation (kickoff → active patients) Lead each practice from kickoff to go-live through setup calls, clinical workflow calls, 1:1 provider meetings, and recurring office hours. Own each practice's onboarding plan with clear steps, set timelines, and a tailored checklist, following up proactively to keep progress moving and flag blockers early. Keep our setup guides accurate and up to date. Run hands-on training so every provider and staff member feels confident before their first patient. Drive each practice from go-live to real patients on Ultralight: booked visits, charted notes, and patients on the app. Migrations For practices coming from another platform, project-manage the data migration end to end, working with Engineering and the practice to set clear expectations on scope and timelines and keep the migration moving. Communicate proactively throughout the migration so practices always know where things stand, what's next, and when their data will be ready. Account management (live & ongoing) Run regular check-ins with live practices to surface questions, blockers, and wins before they become problems. Track account health and feedback, flag at-risk practices early, and bring feature requests to Product, letting practices know when their asks ship. Help practices become power users: share what's new in each release and how it can improve their workflows, find ways to optimize how they use Ultralight, and make sure they know how to get support and connect with the Ultralight community. Across all phases Be each practice's go-to Ultralight expert, knowing the product deeply and recommending the best way to use it for how they run their practice. Work closely with Practice Success Associates, Product, and Engineering. Build and continuously improve the systems and processes that help practices succeed as we scale, shaped by the different needs of each type of practice. Who we're looking for You genuinely love working with forward-thinking clinicians—you enjoy the relationship, earn trust with busy clinicians quickly, and keep it long after go-live. 3+ years in software implementation, onboarding, or customer success, taking customers from kickoff to fully live, with a clinical or EHR background: you've worked as a clinician or in a clinical setting (practice manager, MA, nurse, front office lead, etc.), or in customer success at an EHR working closely with clinicians and their workflows, so you know what a clinic day actually looks like. Fluency in practice workflows—you understand how different practice models run (cash-pay, concierge, membership, insurance-based, multi-provider vs. solo) and can map Ultralight to each. Clear evidence of ownership: you care whether practices are actually using the product, not just whether the checklist is done. Quick to learn new software and explain it clearly to non-technical users. Organized and self-directed—you can juggle practices at different lifecycle stages without dropping balls. Empathetic by default—you know switching software is stressful and know how to make it feel manageable. Leads with curiosity—you want to understand how each practice runs and how the product can do more for them. You're always learning and looking for ways to improve yourself, the team, and our processes. Comfortable using AI tools in your day-to-day work, and excited about how AI can help practices (and you) work smarter. Startup experience strongly preferred; proficient in Slack, Google Workspace, and Pylon. Available 12–8pm ET / 9–5pm PT. Nice‑to‑haves You're a licensed provider. Experience in, or passion for, integrative, functional, or longevity medicine. Experience managing a book of accounts. Experience building onboarding content—SOPs, help docs, video walkthroughs. Comfort running live training with mixed-technical audiences. What we offer Real ownership —shape how practices experience Ultralight from kickoff through long-term partnership. $90K–$110K base + up to 10% incentive-based bonus tied to key metrics , depending on experience. Top-tier health, dental, and vision coverage. Remote-first flexibility —with quarterly travel to team on-sites. Generous PTO and paid parental leave —we practice what we preach on well-being. A small, mission-driven team where your work is visible and valued. Work that matters -every practice you get live and keep healthy means better care for real patients. Ready to build the future of personalized medicine? Send your resume and a short note on how your personal and/or professional experience, or your passion for this field, would make you successful in this role to View email address on click.appcast.io — subject line: "Practice Onboarding & Success Manager – [Your Name]" . Ultralight celebrates diversity and is committed to creating an inclusive environment for all employees.
- ...we anticipate ending in July 2027. We are looking for an Onboarding Success Manager who will be responsible for delivering an exceptional experience... ...process works Following team processes and best practices including playbooks and using internal knowledge sources Ensuring...SuggestedContract workFixed term contractWork at officeRemote workWork from home
- Position Summary The Practice Success Manager (PSM) serves as the primary operational partner to a portfolio of practices, driving performance... ...staffing needs in partnership with recruiting, including onboarding, training, and performance follow-up Lead or support the rollout...SuggestedWork at office
- ...software provider for auto repair shops, seeks an onboarding specialist to guide customers to launch success and deepen product expertise. You will host group... ...onboarding or customer-facing roles, strong project management skills, and a collaborative mindset to resolve...SuggestedRemote work
- ...easybill GmbH sucht einen engagierten Customer Success Manager (m/w/d) in einem Remote-First-Team deutschlandweit, der unsere Kunden begeistert, onboarding betreut und langfristig zu Fans macht. Du erkennst Bedürfnisse, treibst proaktiv Cross- und Upselling voran, pflegst...SuggestedRemote work
- ...SHI International Corp. is seeking a Customer Success Manager - Microsoft to onboard customers, guide their lifecycle, and drive retention and growth through strategic reviews and SME-level guidance. You will analyze consumption data, manage service delivery workflows...Suggested
- ...Bluefin Payment Systems is seeking a Customer Success Manager I to steward a portfolio of strategic clients and partners, ensuring successful onboarding, adoption, and ongoing value realization. You will own post-sale relationships, drive product adoption, coordinate...
- LiaHia is seeking a Customer Success Manager to be the primary contact for clients across the U.S., guiding them through onboarding, coordinating with coaches and recruiters, and delivering weekly progress updates. The role emphasizes clear communication, detail orientation...For contractorsFreelanceFlexible hours
- ..., with a high-ownership culture and significant autonomy. We are looking for a Customer Success professional to own onboarding through adoption and retention, drive adoption, manage escalations, and identify expansion opportunities across our dealer network. #J-18808-Ljbffr...
- Omnibound AI is seeking a Customer Success professional to guide enterprise clients through onboarding, adoption, and ongoing product usage to drive measurable outcomes... ..., success playbooks, and lifecycle processes; manage US-based B2B accounts during US business hours....
- ...LandEarly is seeking a Customer Success Manager in the United States to guide members from onboarding through renewal. You will own post-sale relationships, drive onboarding, adoption, and retention while surfacing insights to improve the platform. You will be the primary...
$22.89 - $29 per hour
...Vetsource, we build the foundation for success, enabling those in the pet healthcare profession... ...with their customers. From prescription management and pet owner engagement to veterinary... ...job criteria. WHO WE ARE LOOKING FOR Practice Success Specialist - Account Manager is...Hourly payFull timeRemote workFlexible hours- Undisclosed is seeking a customer success professional to guide Capital Markets clients through onboarding, project delivery, and ongoing service. You will manage a portfolio of customers, translating business needs into effective solutions and driving successful outcomes...Remote job
- mika sucht eine engagierte Person für Customer Success, die Kund:innen vom ersten Tag an begleitet und sie durch das Onboarding bis zum ersten Erfolg führt. Du arbeitest eng mit einem kleinen Team zusammen, trägst Feedback ins Team und hilfst, Prozesse zu optimieren. Du...
- ...SaaS platform in the United States. We are hiring a customer onboarding specialist who will guide prospective customers through onboarding... ..., and drive revenue growth by supporting ongoing customer success, creating education materials, and coordinating with sales and...
- A dynamic tech company in the United States is seeking a Customer Success Manager to enhance customer relationships. This role involves leading onboarding for strategic accounts and developing a deep understanding of customer objectives. The ideal candidate has over 4...Remote job
- ...Customer Success Manager Florida (Preferred) | Remote Considered Competitive Base Salary... ...Guide customers through onboarding, adoption, and ongoing success initiatives... ...evolution of scalable customer success practices and processes What We're Looking For...Remote work
- ...This 3-month remote role focuses on relationship ownership, onboarding, and ongoing engagement with customers while coordinating with US teams. You will bring experience in customer success or account management with financial services clients, operate independently in a...Remote jobFor contractors
- ...will work alongside a team of client success managers that each maintain a portfolio of schools... ...: Training schools through the onboarding and implementation process. Proactively... ...This policy applies to all employment practices within our organization, including hiring...ApprenticeshipWork experience placementWork at officeLocal areaRemote work
$73k - $90k
...Multifamily Housing Council Top 50 managers and owners in the country,... .... WithMe is seeking a Client Success Manager to build, manage, and... ...cadences with newly onboarded clients and clients nearing renewalIdentify... ...and/or video recorded. This practice aims to improve our selection...Hourly payFull timeContract workRemote workFlexible hours$70k - $121k
...Client Success Manager Sensr Portal Gen II is a leading fund administration provider focused entirely on serving... ...-being. This role will be responsible for the onboarding, customer success and solution best practices for Gen II's reporting portal platform, Sensr...Work at officeRemote work3 days per week$120k - $180k
...This is not a conventional Customer Success Role. The Customer Success Manager is the business outcome-oriented... ...Lead the customer lifecycle from onboarding through renewal, using established... ...operating cadence, and health management practices. Help customers improve their...Remote workWorldwide- ...- to design and own customer success processes with a specific focus on RCM operations for MSK practices. Note: this role is not responsible... ...from provider partners. Onboard new customers, ensuring fast,... ...-party billing vendors. Manage and monitor third-party...Work at officeRemote work
- ...proactive, customer-focused Customer Success Manager to help customers achieve meaningful... ...throughout the customer journey, supporting onboarding, adoption, engagement, issue... ...communicate relevant product updates, best practices, and recommendations. Identify at-risk...
- ...The Netherlands. About the Role: As a Customer Success Manager focused on serving our most strategic customers... ...Planet’s technology. Drive product adoption through onboarding, training, and tailored guidance on best practices. Identify expansion and renewal opportunities,...Full timeWork at officeRemote work3 days per week
$90k - $105k
...We Need: We need a customer success professional to own a portfolio... ...health and proactively manage risk, partner with the Account... ...deliver product education, best practices, and strategic guidance Comfortable... ...on adoption and supporting onboarding, renewals, and expansion)...Remote work$80k - $95k
...Customer Success Manager, Corporate Chicago; New York, New York, United States About AlphaSense... ...any barriers to feature adoption Onboarding & Ongoing Training: As an expert on... ...through onboarding, training, and best-practice adoption to ensure a strong foundation,...- ...private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 10... ...The Opportunity As a Customer Success Manager, you play a key role in... ...end-to-end customer lifecycle, from onboarding & engagement through renewals,...Work at office3 days per week
$110k - $135k
...Customer Success Manager Samsung Ads, the advertising monetization arm of Samsung Electronics... ...upsell opportunities. Produce best practices and learnings based on campaign... ...and existing clients on best practices, onboard new clients and proactively address areas...Hourly payFull time- ...We're looking for a seasoned Customer Success Manager to join our growing CS team and help us... ...implementation, from their first onboarding meeting to their first order created in... ...go-to expert on Plantiful and the best practices that help growers run better businesses...Temporary workWork at office
$78k - $84k
...Role At 3E, we're seeking a Customer Success Manager who can transform customer... ...collaborate with teams across Customer Success, Onboarding, Support, and Product to connect customers... ...translate product capabilities into practical value. You're comfortable taking...Work experience placementCurrently hiringWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Practice Onboarding & Success Manager. Be the first to apply!
- medical practice manager New York, NY
- practice administrator New York, NY
- practice manager healthcare New York, NY
- veterinary practice manager New York, NY
- practice director New York, NY
- dental practice manager New York, NY
- practice manager New York, NY
- customer success executive New York, NY
- customer success manager csm New York, NY
- client success manager New York, NY



