Job Description

About the Role

Treatspace, Inc. is seeking a customer-focused and design-savvy Onboarding Coordinator to join our PracticeBeat.com product line team. You will be the primary guide for new customers as they launch with PracticeBeat, combining project management with hands-on website implementation support. Your mission is to work with our implementation team to ensure each customer’s site is beautifully designed, fully functional, and ready for long-term success before transitioning them to our Customer Success team. 

This role is ideal for someone who has worked in a digital agency or marketing services environment, understands customer expectations for polished web projects, and enjoys collaborating with both technical and creative teams.

Key Responsibilities

• Website Onboarding & Launch – Lead customers through the full onboarding process, from initial welcome to a live, professional PracticeBeat site.
• Training & Enablement – Conduct live and recorded training sessions, share best practices on using the PracticeBeat platform which includes appointment requests, reputation management, website editor, and more. 
• Project Management – Track onboarding milestones, manage timelines, and set clear expectations with customers and internal teams (SEO, content, design, and product) to keep projects on schedule and aligned with client goals.
• Customer Advocacy – Serve as a trusted advisor, anticipating challenges and providing proactive solutions for a smooth site launch.
• Web Design Implementation – Assist customers with configuring and styling their PracticeBeat website. Make light HTML/CSS edits or coordinate with other PracticeBeat team members to achieve the desired look and feel.
• Handoff to Customer Success – Confirm each customer is fully onboarded, their website is live and optimized, and provide a seamless transition to the Customer Success team for ongoing support.
• Process Improvement – Gather customer feedback to continuously refine our implementation and onboarding processes.

Qualifications

• Experience: 1–3+ years experience with web projects, digital project management, or client implementation—agency or SaaS environment preferred.
• Technical Skills: Familiarity with website builders or CMS platforms (e.g., WordPress, Webflow, Squarespace) and basic HTML/CSS for light front-end adjustments.
• Design Sense: An eye for clean, modern, user-friendly website layouts and typography.
• Communication: Excellent written and verbal communication; confident presenting to customers and training end users.
• Organization: Strong project management skills with the ability to balance multiple customer projects and meet deadlines.
• Collaboration: Comfort working cross-functionally with Sales, Product, SEO, and Customer Success teams.
• Customer-First Attitude: Passionate about delivering outstanding client experiences—empathetic, proactive, and always focused on helping customers succeed.

What We Offer

• Competitive salary and opportunities for advancement
• 100% Employer-paid Medical, Dental, and Vision insurance coverage
• Health Reimbursement Account (HRA) for additional healthcare expenses
• 100% Employer-paid Disability Insurance (Short Term and Long Term coverage)
• 100% Employer-paid Life and AD&D Insurance
• 401(k) Retirement Plan
• Flexible PTO policy and company holidays
• Dog friendly office located in Pittsburgh’s Shadyside neighborhood

About PracticeBeat

As part of the Treatspace, Inc. product line, PracticeBeat is a comprehensive patient acquisition and practice growth platform that transforms how medical practices connect with patients online. Born from award-winning innovation at Carnegie Mellon University, we've evolved from HIPAA-compliant referral management software to a complete digital growth solution that helps practices increase patient volume, streamline operations, and improve online presence.

Our platform delivers previously enterprise-only tools to practices of all sizes through a single, cost-effective solution that includes high-performance websites, SEO optimization, automated patient acquisition, online scheduling, reputation management, and comprehensive analytics. We've helped practices generate over 200+ monthly appointments and achieve dramatic increases in online reviews and patient engagement.

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