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Klimb.io

Posted 28 Aug 2026

Onboarding Specialist

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Employment
Full time
Team
Customer Service
Posted
28 Aug 2026

About the role

Responsibilities:

  • Learn the healthcare platform inside-out: EMR, SOAP documentation, scheduling, and billing/RCM workflows.
  • Support clinics through their setup and data migration journey, guided by senior team members at first.
  • Help configure client accounts and walk clinic staff and therapists through the platform step by step.
  • Assist with training sessions and share simple, helpful tips with new users.
  • Support the go-live process for client accounts alongside your Onboarding Lead.
  • Answer early client questions and log issues clearly for the team to resolve.
  • Work closely with Sales, Product, Data Migration, and Support to keep handoffs smooth.
  • Take notes on what confuses clients and suggest small improvements to the process.


Requirements:

  • B. Tech or MCA graduate, or a B. Sc / BCA graduate with an MBA (recent batch), excited to begin a career in SaaS.
  • Clear, friendly written and spoken communication skills.
  • A genuine willingness to learn quickly and ask good questions.
  • Detail-oriented, organised, and comfortable juggling a few tasks at once.
  • A customer-first attitude; you enjoy helping people succeed.
  • Basic comfort with everyday software and the confidence to explore new tools.
  • No prior work experience required; internships, projects, or campus activities are a plus.
  • Any exposure to SaaS, CRMs, EMR, or US healthcare/RCM is a bonus, not a requirement.

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