Role & responsibilities:

Lead new customers through onboarding on the PatientXpress platform, from kickoff to go-live. Deliver product demos and personalized training sessions to practice staff and administrators. Configure CRM and account settings to match each practice's workflow. Troubleshoot technical issues during setup and coordinate with the engineering team on complex cases. Create and maintain onboarding documentation, checklists, and training materials. Track onboarding milestones and proactively follow up to ensure smooth adoption and high customer satisfaction. Use AI-assisted tools to speed up documentation, training content creation, and troubleshooting.

Preferred candidate profile:

4-8 years of experience in a customer-facing SaaS role such as onboarding, implementation, customer success, or technical support.



Hands-on experience with CRM tools and comfortable running live product demos and training sessions. Strong technical troubleshooting ability and comfortable working with AI-assisted support and documentation tools. Excellent communication skills, patient and structured approach to teaching non-technical users. Experience with healthcare or dental/medical practice management software is a plus. Willing to work in remote, cross-timezone team setups.

Perks and advantages:

Fully remote role, work from anywhere in India. Competitive salary with performance-based incentives. Opportunity to work closely with product, engineering, and customer success teams. Training provided on the PatientXpress platform and AI productivity tools.

📌 Tech Onboarding Specialist (Indore)
🏢 patientXpress
📍 Indore