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PatientNow

Implementation Specialist

Leads end-to-end onboarding for new SaaS customers in aesthetics practices, configuring software, managing timelines, delivering training, and providing change management to ensure quick value realization. Requires 2+ years in implementation/training and project management skills.

60k – 72kUnited StatesSolutions ArchitectureRemote2+ YOE
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About the role

Responsibilities

  • Own the end-to-end onboarding experience for new customers, from kickoff through successful go-live
  • Configure and customize the PatientNow platform to align with each customer's workflows and business needs
  • Manage onboarding timelines, milestones, and deliverables to ensure efficient and on-time implementations
  • Deliver clear, engaging training sessions tailored to different user roles, learning styles, and levels of technical proficiency
  • Guide customers through change management, helping them adopt new processes and workflows with confidence
  • Identify risks to onboarding success early and proactively drive solutions
  • Provide consultative recommendations to help customers optimize their use of the platform
  • Communicate technical concepts in a user-friendly, professional manner
  • Maintain accurate documentation of onboarding progress, configurations, and customer interactions
  • Stay current on new features, product updates, and industry trends to continuously improve onboarding outcomes

Requirements

  • 2+ years of experience in implementation, onboarding, or training roles, preferably in SaaS
  • Strong project management skills with the ability to manage multiple implementations simultaneously
  • Demonstrated ability to learn new software quickly and effectively
  • Ability to communicate technical concepts clearly to non-technical audiences
  • Strong organizational skills and attention to detail
  • Experience working with CRM, EMR, or practice management software preferred
  • Familiarity with Salesforce, GuideCX, or similar systems is a plus
  • Customer-focused mindset with the ability to manage different personalities and learning styles

Skills

SaaSProject ManagementCRMEmrPractice Management SoftwareSalesforceGuidecxChange ManagementCustomer OnboardingSoftware Configuration

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