Conduct CRM implementations, client and internal training, go-live support, issue resolution, workflow analysis, and post-go-live optimization. The role partners with internal teams, communicates implementation progress, investigates client issues, and helps healthcare organizations improve software workflows while maintaining compliance with HIPAA, ERISA, and other regulations.
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 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
- 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.
- 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.
In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:
Client Training:
Collaboration:
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
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverage and products, and convert prospects into policyholders. The role includes paid Property and Casualty licensing and sales training, customer communication, lead conversion, and adherence to remote-work requirements. Employees must work four weekdays and one weekend day on designated shifts and reside in an approved state.
Top Skills:
PcWired High-Speed Internet
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate Property and Casualty coverages, and convert prospects into policyholders. Complete paid licensing and sales training, represent the Liberty Mutual brand, maintain strong customer relationships, and meet sales goals. The role is fully remote but requires a professional workspace, wired high-speed internet, schedule flexibility, and residence in an approved state.
Top Skills:
PcWired High-Speed Internet
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate Property and Casualty products and coverages, and convert prospects into policyholders. The role includes paid training and licensing, customer communication, sales closing, and representing the Liberty Mutual brand. Employees work remotely on a fixed schedule, must obtain a Property and Casualty license after hire, and meet specified home-office and internet requirements.
Top Skills:
PcWired High-Speed Internet
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
