Sales Operations Support – Client Onboarding, Activation & Account Management

Position Summary:

We are looking for a highly organized and proactive Sales Operations Support professional who can support the end-to-end client journey across Cura4U and SmartClinix. This role will act as a bridge between sales, operations, technology, customer support, and clients to ensure every new client is properly onboarded, activated, trained, and supported after signing.

The ideal candidate should have strong coordination skills, customer-facing confidence, process discipline, and the ability to understand both business requirements and platform workflows. This position is not only about support; it is about making sure clients successfully move from interest to onboarding, from onboarding to activation, and from activation to long-term account success.

Key Responsibilities:

Sales Operations Support

Support the sales team after lead qualification, demo completion, proposal acceptance, or contract signing.

Maintain complete visibility of client status from sales handoff to onboarding, activation, and account management.

Track client requirements, onboarding documents, timelines, pending items, follow-ups, and activation milestones.

Coordinate internally with sales, operations, product, technical, billing, credentialing, and support teams.

Prepare client onboarding checklists, implementation notes, meeting summaries, and internal handoff documentation.

Ensure CRM records are updated with accurate client information, communication history, deal stage, onboarding progress, and next steps.

Assist in preparing proposals, service summaries, onboarding documents, pricing references, and client communication when needed.

Cura4U Onboarding & Process Management

Support onboarding of Cura4U clients, corporate partners, employer groups, providers, and marketplace-related accounts.

Coordinate setup requirements such as client profile, services, pricing, landing pages, forms, payment flow, provider/service information, and operational workflows.

Ensure Cura4U clients understand the process for patient access, appointment flow, service utilization, reporting, and support channels.

Work with internal teams to activate relevant Cura4U services such as labs, imaging, consults, membership plans, corporate access, and marketplace offerings.

Monitor client activation after launch and help resolve early-stage operational or technical gaps.

Support account growth by identifying opportunities for additional Cura4U services, membership adoption, employer engagement, or patient utilization.

SmartClinix Onboarding & Process Management

Support onboarding of SmartClinix clients including clinics, providers, healthcare organizations, specialty practices, and enterprise clients.

Collect and organize client requirements for platform setup, provider profiles, locations, user roles, workflows, scheduling, forms, telehealth, EMR, RPM, billing, and integrations.

Coordinate platform configuration with technical and implementation teams.

Support client training for SmartClinix features such as telemedicine, EMR workflows, patient portal, provider portal, RPM dashboards, task management, forms, and reporting.

Track implementation milestones from setup to go-live.

Ensure clients are fully activated and able to use the platform effectively after onboarding.

Capture client feedback, workflow gaps, and enhancement requests for internal review.

Client Activation & Account Management

Act as the primary coordination point after the sales handoff and during the client activation phase.

Build strong relationships with clients to ensure they feel supported, informed, and confident.

Conduct regular follow-ups with new and existing clients to track adoption, resolve issues, and maintain engagement.

Identify blockers that may delay client activation and coordinate internally to resolve them.

Monitor client usage, pending tasks, training needs, and satisfaction after launch.

Support account management by identifying upsell, cross-sell, and expansion opportunities across Cura4U and SmartClinix.

Help reduce client drop-off by ensuring consistent communication and timely issue resolution.

Maintain account notes, action items, and client health updates for management review.

Process & Documentation

Create and maintain onboarding workflows, SOPs, client checklists, training guides, and process documents.

Ensure every client has a clear onboarding path, ownership structure, timeline, and activation status.

Document common client questions, technical issues, workflow gaps, and operational challenges.

Support process improvement by identifying repeated delays, missing steps, or communication gaps.

Prepare weekly client activation reports for management, including active accounts, pending onboarding items, risks, and completed activations.

Required Skills & Qualifications:

Bachelor’s degree in Business Administration, Healthcare Management, IT, Marketing, Operations, or a related field.

2–4 years of experience in sales operations, client onboarding, account management, customer success, implementation support, or operations coordination.

Strong understanding of client onboarding, account management, CRM updates, and operational follow-up.

Ability to manage multiple clients, timelines, and internal teams at the same time.

Strong communication skills with the ability to speak professionally with clients and internal stakeholders.

Good understanding of SaaS platforms, healthcare technology, telehealth, digital health, CRM systems, or marketplace platforms.

Ability to understand business requirements and translate them into operational tasks.

Strong documentation, reporting, follow-up, and task management skills.

Comfortable working with sales, product, technology, operations, and support teams.

Experience with CRM or project management tools such as Zoho, HubSpot, GoHighLevel, ClickUp, Asana, Monday.com, Jira, Trello, or similar platforms is preferred.

Preferred Skills:

Experience in healthcare, telehealth, digital health, SaaS, medical practice support, or health-tech account management.

Understanding of provider onboarding, clinic workflows, patient scheduling, telemedicine, RPM, EMR, and digital front door solutions.

Experience supporting both B2B and B2C healthcare platforms.

Ability to conduct client training sessions and explain platform workflows clearly.

Basic understanding of sales pipeline, deal handoff, customer success, and post-sale account growth.

Strong problem-solving ability and ownership mindset.

Key Competencies

Client activation focus

Account management mindset

Strong follow-up discipline

Process ownership

CRM and documentation accuracy

Cross-functional coordination

Customer success orientation

Healthcare technology understanding

Problem-solving and escalation management

Ability to manage multiple priorities

Performance Expectations

The Sales Operations Support role will be expected to:

Ensure smooth transition of clients from sales to onboarding.

Maintain clear onboarding status for all Cura4U and SmartClinix clients.

Reduce delays in client activation and go-live.

Improve client communication, training, and account engagement.

Keep CRM and internal records updated accurately.

Support account retention and identify expansion opportunities.

Build repeatable onboarding processes that improve operational efficiency.

Job Type:

Full-time

Department

Sales Operations / Client Success / Business Operations

Reporting To

Director of Sales & Marketing / Operations Manager / Client Success Lead

Experience Required:

Minimum 2–4 years of experience in sales operations, account management, client onboarding, customer success, or healthcare technology operations.

Role Summary Line:

The Sales Operations Support role is responsible for ensuring that Cura4U and SmartClinix clients are successfully onboarded, activated, trained, and managed after the sales process, while supporting long-term account growth and client success

Work Location: In person