Practice Consultant I

Responsibilities

• Implement custom, elegant workflow designs to meet customer needs and streamline clinical communications
• Build users, schedules, and workflow rules within the PerfectServe platform
• Engage and build rapport with Practice Managers and Providers
• Provide technical support and make user application adjustments during customer go-lives
• Monitor and manage user and schedule application changes for synced applications
• Execute testing protocols and configuration quality assurance
• Serve as lead consultant for outpatient projects
• Conduct training for practitioners, practice managers, and support staff
• Manage account stages in SFDC and SmartSheet

Requirements

• 2+ years of experience in customer-facing, consulting, account management, or project management roles
• Proficiency in Microsoft Office (Excel, Visio, Word, PowerPoint, Outlook)
• Strong problem-solving, reasoning, and organizational skills
• Excellent written and verbal communication 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 from day one
• 401K with immediate vesting and company match
• 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 in any care setting.