Practice Consultant I

Responsibilities

• Implement custom workflow designs to streamline clinical communications
• Build users, schedules, and workflow rules within the PerfectServe platform
• Engage with Practice Managers and Providers to build rapport
• Provide technical support and remote go-live assistance
• Conduct training for practitioners, practice managers, and support staff
• Execute testing protocols and quality audits
• Manage account stages in SFDC and SmartSheet

Requirements

• 2+ years of experience in customer-facing, consulting, or project management roles
• Proficiency in Microsoft Office (Excel, Visio, Word, PowerPoint, Outlook)
• Strong problem-solving and reasoning skills
• Excellent written and verbal communication skills
• Strong organizational and time management skills
• Ability to thrive in a fast-paced environment

Preferred Qualifications

• Bachelor's degree in Business or a related discipline
• Experience driving process change in complex environments
• Experience working with physicians or in clinical settings

Benefits

• Remote first work environment
• Health, Dental, Vision, Life, and Disability Insurance available day one
• 401K with match and immediate vesting
• 17 company holidays plus 2 floating holidays
• Competitive paid time off policy
• Internal advancement opportunities

About the Company

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company's mission is to accelerate speed to care by optimizing provider schedules and routing communications to the right place at the right time.