Rubi Gurung
@rubigurung
Onboarding and Support Specialist with 8+ years improving patient and client experiences.
What I'm looking for
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
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.
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.
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
Kharagpur College
Bachelor of Commerce (Honours), Commerce
2011 -
Bachelor of Commerce (Honours) degree completed at Kharagpur College.
Kendriya Vidyalaya
Higher Secondary (Commerce), Commerce
2008 -
Completed Higher Secondary education with a commerce focus at Kendriya Vidyalaya.
SquadStack
Certified Telecaller, Customer Service / Telecalling
Completed a Certified Telecaller program through SquadStack.
SquadStack
Certified English Writer, English Writing
Completed a Certified English Writer certification through SquadStack.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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