Nextech Logo

Nextech

Implementation Specialist - CRM

Posted 4 Days Ago
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
Lead remote CRM implementations by training clinical and non-clinical staff, supporting go-live events, investigating and resolving issues, and identifying workflow optimizations. Coordinate with internal teams, update stakeholders on progress, and ensure compliance with relevant regulations.
The summary above was generated by AI
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

    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
Volunteer Time Off
Insurance: Choice of Medical, Dental, and Vision plans
Health Savings Account with employer match
Flexible Spending Account
100% Company-Paid Parental leave (After 6 months with the company)
100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
Nextech Luminary Peer Recognition Program
Wellness Program including discounts on medical premiums
Employee Assistance Program with free counseling sessions available
Corporate Discounts on Retail, Travel, and Entertainment
Pet Insurance options

Similar Jobs

33 Minutes Ago
In-Office or Remote
Charlotte, NC, USA
113K-148K Annually
Senior level
113K-148K Annually
Senior level
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Lead full-cycle recruiting for Finance and core business roles, partner with hiring leaders and cross-functional teams, maintain TA systems, and build/test agentic AI bots and Skills using Claude Code/OpenAI Codex to automate recruiting workflows and improve process quality, governance, and candidate experience.
Top Skills: Claude CodeGemGoogle WorkspaceLinkedin RecruitermacOSModernloopOpenai CodexSlackWorkday
2 Hours Ago
Remote or Hybrid
CA, USA
164K-297K Annually
Senior level
164K-297K Annually
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Own and grow enterprise payment partnerships by sourcing, negotiating, and closing integrations with software platforms. Drive go-to-market execution with Sales and Account teams, develop API expertise, collaborate cross-functionally, and track partner performance and business outcomes tied to GPV, seller acquisition, and enterprise wins.
Top Skills: AfterpayAPIsCash App PayErpIsvSquare Payments Api
2 Hours Ago
Remote or Hybrid
CA, USA
103K-194K Annually
Senior level
103K-194K Annually
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Lead GTM strategy and operations for Global Sales: design segmentation, territory and coverage models, build data-driven investment cases, analyze funnel performance, own WBR/MBR cadence and dashboards, run cross-functional projects from PRD to launch, and champion AI and automation to increase sales productivity.
Top Skills: LookerSalesforceSnowflake

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account