Implementation Specialist - CRM

Team: Implementation

Location: Remote

Commitment: Full time

Workplace Type: remote

Essential Functions

In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include: 

Client Training: 

• Conduct client training in preparation for Go-Live events, following Nextech CRM’s standard implementation methodology. 
• Complete practice assessments and workflow analysis guided by industry best practices. 
• Instruct clinical and non-clinical staff on the proper use of software applications. 
• Train staff in individual and group settings, employing diverse teaching strategies to maximize effectiveness. 
• Complete administrative tasks to update customers, Project Managers and Department Managers on implementation progress. 
• Perform additional responsibilities as assigned based on business needs. 
• Issue Resolution and Optimization: 
• Investigate and resolve client issues during implementation and go-live. 
• Identify opportunities for workflow improvement and optimization post-go-live. 

Collaboration: 

• Partner with internal teams to ensure successful implementation and alignment with client needs. 
• Communicate effectively with clients and team members to ensure alignment and satisfaction. 
• Additional duties as required.
 

Minimum Requirements

3 years of experience in the Healthcare IT industry, specifically CRM software implementation 
1 year of GoHighLevel (GHL) software experience 
Ability to cultivate strong relationships & influence behavior 
Excellent verbal and written communication skills 
Excellent time management and organization skills 
Proven ability to solve problems creatively 

Preferred Qualifications

• Knowledge of or applicable experience in one of Nextech’s main medical specialties 
• Knowledge of workflow of a Medical Clinic 
• Understanding of HIPAA and PHI 
• Technical Background in CRM or GHL 
• Bachelor’s degree in related field