Nextech Logo

Nextech

Implementation Specialist - CRM

Posted 3 Days Ago
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
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.
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
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

A Minute Ago
Remote
United States
180K-250K Annually
Expert/Leader
180K-250K Annually
Expert/Leader
Fintech • Information Technology • Software
Serve as a senior fraud subject-matter expert and trusted advisor to prospective financial-services customers. Lead discovery, executive briefings, workshops, and consultative sales engagements; recommend how identity and fraud solutions integrate with existing workflows, technology, controls, and operating models. Translate customer needs into actionable product and implementation guidance, partner cross-functionally on solution design and roadmap priorities, communicate emerging fraud trends, and represent the company at industry forums.
Top Skills: APIsEcbsvIdentity Verification
A Minute Ago
Remote
United States
260K-275K Annually
Senior level
260K-275K Annually
Senior level
Fintech • Information Technology • Software
Leads SentiLink’s B2B marketing organization, strategy, team development, pipeline generation, integrated campaigns, brand and digital growth, enterprise account programs, events, and marketing measurement. Partners with Sales, Product, Data Science, Revenue Operations, and executives to drive qualified pipeline, conversion, revenue, and ARR growth.
Top Skills: AeoHubspotMarketoSalesforceSeo
14 Minutes Ago
Remote or Hybrid
USA
130K-200K Annually
Senior level
130K-200K Annually
Senior level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Design and scale technical enablement learning programs for sales engineers, partners, and technical sellers. Own curriculum architecture, assessments, labs, workshops, and blended modalities, partner with SMEs, set instructional standards, use feedback and AI tools to measure and improve learning effectiveness.
Top Skills: Ai-Assisted Design ToolsArticulateAuthoring ToolsDoceboEnablement PlatformsGoogle WorkspaceHighspotRiseSynthesia

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