Implementation Specialist - CRM

Why join Nextech?   We are a leader in specialty healthcare technology solutions.   We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.   If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.   We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].   This role is open in all states within the United States except for: California, New York, Washington, and Colorado.

Job Summary

The Implementation Specialist - CRM plays a key role in conducting implementation activities and executing Nextech CRM standard implementation methodology. Remote super-user training, go-live support and post-go-live optimization. This includes remote training calls, super user training, go-live support, and post go-live optimization. Responsibilities include issue investigation, creative problem solving, and training clients as well as internal staff as needed. 

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate. 

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 

Total Rewards   Generous annual bonus opportunity 401(k) with Employer Match Flexible Time Off: take time off when you need it without worrying about available hours 11 paid holidays Your Day Your Way - Celebrate a day of cultural or social significance to you Insurance: Choice of Medical, Dental, and Vision plans Health Savings Account with employer match Flexible Spending Account Access to Linkedin Learning courses for professional development 100% Company-Paid Parental leave (After 6 months with the company) Company-Paid Life Insurance and Short/Long Term Disability Insurance Nextech Luminary Peer Recognition Program Employee Assistance Program with free counseling sessions available Corporate Discounts on Retail, Travel, and Entertainment