Customer Consultant automating financial processes within Visma Solutions. Collaborating with clients and internal teams for software implementation and training.
About the role
- Clinical Implementation Specialist guiding new customers in implementing healthcare technology solutions. Ensures adoption and compliance with state and reporting requirements through collaborative solutions.
Responsibilities
- Assess clinical practices, state reporting, and patient treatment requirements; develop collaborative solutions and present recommendations
- Lead new customer implementations from kickoff through go-live, ensuring a smooth and efficient process
- Resolve client inquiries promptly, maintaining ownership through resolution
- Maintain project documentation and communicate updates via agendas, minutes, and project management tools
- Build and sustain positive, productive relationships with customers and internal teams
- Apply consultative techniques to identify configuration requirements and implement best practices
- Review and validate software configurations with customer implementation teams
- Ensure quality of configured features and prepare customers for effective end-user training
- Complete product training and demonstrate adaptability across multiple EHR platforms
- Creatively resolve and assess a wide range of issues, suggesting alternative approaches as needed
- Document and track all customer state and reporting requirements to ensure compliance
- Record all customer interactions in CRM according to established standards
- Participate in on-site visits as needed to gather data and understand workflows
Requirements
- Bachelor’s degree or equivalent experience required
- Clinical experience in behavioral health or general healthcare
- SaaS/cloud implementation experience; EHR/EMR experience preferred
- Strong remote collaboration skills
- Data visualization and reporting analysis expertise
- Familiarity with CCBHC and state-specific clinical requirements (NY or CA preferred)
- Knowledge of HIPAA compliance
- Quick, logical problem-solving with attention to detail and follow-through
- Strong organizational and time management skills
- Ability to travel up to 25%
Benefits
- Equal opportunity employer
- Celebrating diversity and creating an inclusive environment for all employees
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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