Onboarding Manager

The Role

The Onboarding Manager owns the end-to-end customer onboarding journey for Helda's healthcare data platform. From initial customer engagement through final "Helda onboarding complete" sign-off, as well as the ongoing support of that customer. This role is responsible for guiding new healthcare clients through the structured onboarding workflow that brings their healthcare organizations data into Helda's MVP. Sitting at the intersection of customer success, data operations, and product, the Onboarding Manager ensures every new customer reaches go-live with clean, validated data aligned to Helda's MVP Data Schema.

What You Will Do

• Engage new customers and serve as their primary contact throughout onboarding.
• Manage drop-off and exception scenarios, including customers who become disengaged or are unable to provide the data Helda requires, and clearly communicate next steps.
• Identify all the required datapoints for each customer aligned to Helda's MVP Data Schema. Ensuring to identify all the source systems required for MVP integration at the customer site (EMR/HIS, billing, claims, scheduling, etc.).
• Manage the import of Healthcare organisations data into Helda MVP by mapping customer data fields to Helda's schema, flagging gaps, mismatches, and risks early.
• Run data validation and system data validation checks; lead manual report intervention when automated validation flags issues.
• Produce clear reports back to the customer detailing what is wrong with the data, what corrections are needed, and which Helda functionality will be missing if specific datapoints cannot be supplied.
• Iterate with the customer until validated data is successfully loaded and the customer reaches "Helda onboarding complete."
• Partner with engineering, data, and product teams to resolve schema, integration, and data quality issues.
• Feed insights from onboarding back into product and process improvements, flagging recurring data issues, integration friction, and customer pain points.