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Rubi Gurung

@rubigurung

Onboarding and Support Specialist with 8+ years improving patient and client experiences.

India
Message

What I'm looking for

I seek a remote-first role where I can lead onboarding, improve workflows, ensure compliance, provide empathetic client support, and contribute to process improvements and training.

I am an Onboarding and Support Specialist with over eight years of experience across healthcare, fintech, real estate, renewable energy, and e-commerce, focused on patient and client onboarding, documentation, scheduling, and compliance.

I have hands-on expertise with EclinicalWorks, RingCentral, DearDoc, Hushmail, MS Excel, Google Workspace, and Zoom, and I have a track record of streamlining workflows, developing communication templates, and improving operational efficiency.

My roles have included patient documentation and HIPAA compliance, high-end call handling, client onboarding for B2B and B2C services, training via Zoom, and consistently delivering high-quality, empathetic customer service.

Experience

Work history, roles, and key accomplishments

GM
Current

Onboarding & Support Specialist

Germantown Pediatric & Family Medicine

Apr 2023 - Present (2 years 7 months)

Oversaw patient onboarding, insurance and consent documentation, and HIPAA compliance in eClinicalWorks; scheduled appointments and streamlined communications, improving operational efficiency through proposed workflow enhancements.

SQ

Client Onboarding Specialist

SquadStack

Feb 2016 - Nov 2022 (6 years 9 months)

Managed client and patient onboarding, high-end call handling and documentation in eClinicalWorks for B2B and B2C partners; coordinated installations and eligibility assessments, and maintained accurate client records.

UL

In-house CEM I

uFaber Edutech Pvt. Ltd.

Mar 2019 - Apr 2020 (1 year 1 month)

Conducted Zoom-based onboarding and training for students, designed lesson plans, tracked progress in Google Workspace, and submitted recordings for supervisory review to improve delivery quality.

Education

Degrees, certifications, and relevant coursework

KC

Kharagpur College

Bachelor of Commerce (Honours), Commerce

2011 -

Bachelor of Commerce (Honours) degree completed at Kharagpur College.

KV

Kendriya Vidyalaya

Higher Secondary (Commerce), Commerce

2008 -

Completed Higher Secondary education with a commerce focus at Kendriya Vidyalaya.

SQ

SquadStack

Certified Telecaller, Customer Service / Telecalling

Completed a Certified Telecaller program through SquadStack.

SQ

SquadStack

Certified English Writer, English Writing

Completed a Certified English Writer certification through SquadStack.

Tech stack

Software and tools used professionally

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Rubi Gurung - Onboarding & Support Specialist - Germantown Pediatric & Family Medicine | Himalayas