About the Role
The role involves managing the end-to-end implementation process for new clients, coordinating with internal teams and external stakeholders to deliver seamless transitions into the platform while maintaining high satisfaction and adherence to timelines.
Responsibilities
- Lead client onboarding processes from initiation to go-live
- Develop and maintain project plans with defined milestones and deliverables
- Serve as primary point of contact during implementation phases
- Assess client needs and tailor implementation strategies accordingly
- Coordinate training sessions for client staff and administrators
- Ensure data migration is completed accurately and securely
- Troubleshoot technical and operational issues during rollout
- Collaborate with product and support teams to relay client feedback
- Monitor project timelines and adjust resources as needed
- Maintain documentation for implementation procedures and client configurations
- Conduct regular status updates with clients and internal stakeholders
- Identify risks early and implement mitigation strategies
- Ensure compliance with data privacy and security standards
- Support change management initiatives within client organizations
- Facilitate integration with third-party systems when required
- Gather and analyze client requirements for system setup
- Verify system configurations match client workflows
- Validate testing outcomes and coordinate user acceptance
- Provide post-go-live support during initial operational period
- Drive client adoption through proactive engagement and guidance
- Optimize implementation processes based on performance metrics
- Maintain consistency across client deployments
- Escalate technical blockers to appropriate engineering resources
- Ensure handoff to customer success teams is seamless
- Promote best practices in practice management software utilization
Compensation
Competitive salary and benefits package
Work Arrangement
Hybrid work model with flexibility for remote and office-based work
Team
Collaborative team environment focused on client success and operational efficiency
About the Team
This role operates within a dedicated client success unit focused on enabling organizations to maximize the value of their practice management investment through structured onboarding and support.
Growth Opportunities
Team members have access to professional development resources and clear pathways for advancement into senior implementation, project leadership, or specialized client success roles.
Not specified
