Implementation Specialist - CRM
At a glance
Mid-level Solutions & Sales Engineering role at Nextech. Remote · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prepare clients for go-live by assessing practices, analyzing workflows, and teaching CRM software use
- Lead remote individual and group training for clinical and non-clinical staff
- Investigate implementation and go-live issues, then improve workflows after launch
- Coordinate with internal teams and keep clients, project managers, and department managers updated
- Provide post-launch support, optimization, and additional training for clients or internal staff
What you bring
- At least three years implementing CRM software within healthcare IT
- One year of hands-on GoHighLevel experience
- Strong relationship-building, communication, organization, and time-management abilities
- A track record of solving problems creatively and influencing behavior
Who this fits
You’ll suit a mid-level implementation role centered on remote training, client issue resolution, go-live support, and workflow improvement. The job is remote but available only to candidates in United States states other than California, New York, Washington, and Colorado. Familiarity with medical clinic workflows, HIPAA and PHI, Nextech’s specialties, or a CRM technical background would strengthen your fit.
From the employer
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
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