About the Role
We’re looking for a proactive and detail-oriented Implementation Specialist to lead the onboarding of clients to our integrated Electronic Health Record (EHR) and Practice Management (PM) solutions. This is a client-facing project management role that requires a blend of healthcare domain knowledge, software implementation skills, and interpersonal finesse.
You’ll serve as the primary liaison between Practice EHR and our clients during the implementation lifecycle—from kickoff to go-live—ensuring a smooth, timely, and successful transition to our system. Knowledge of medical billing workflows and a strong understanding of EHR functionality is essential.
Key Responsibilities
- Lead end-to-end implementation of EHR and PM systems for healthcare providers.
- Develop project timelines, milestones, and deliverables in coordination with internal teams and clients.
- Conduct discovery calls to understand client requirements, practice workflows, and billing needs.
- Train clients on EHR and PM system features and ensure successful data migration and system configuration.
- Monitor project health, identify risks, and proactively resolve implementation challenges.
- Collaborate with product, support, and billing teams to ensure a cohesive onboarding experience.
- Act as a trusted advisor to clients, ensuring their operational readiness and long-term satisfaction.
Requirements
2+ years of experience in software implementation, account management, or project management, ideally in healthcare or health IT.Working knowledge of medical billing processes and healthcare workflows.Solid understanding of EHR and PM systems (experience with Practice EHR is a plus).Exceptional communication, documentation, and organizational skills.Ability to manage multiple client projects simultaneously with attention to detail.Familiarity with HIPAA regulations and patient data privacy best practices.Preferred Qualifications
Experience working with small-to-medium medical practices.Technical aptitude or comfort with SaaS platforms.Certification in project management (PMP, CAPM, or similar) is a bonus.Why Join Us?
Join a rapidly growing health tech company transforming how providers manage patient care.Collaborate with a passionate and mission-driven team.Competitive salary and benefits package.Opportunities for growth and leadership within the implementation and client success teams.Industry
Healthcare ITEmployment Type
Full-time