Implementation Specialist - CRM
At a glance
Mid-level Solutions & Sales Engineering role at Nextech. Remote, United States · full-time · no salary stated · we estimate $101,000–$170,000 across the United States.
Nextech has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Prepare clinical and non-clinical teams for go-live by teaching them how to use Nextech CRM
- Assess clinic practices and map workflows to shape training and implementation plans
- Troubleshoot client problems during rollout and go-live, then identify ways to improve workflows afterward
- Keep clients and internal teams aligned, while updating project and department leaders on implementation progress
What you bring
- At least three years implementing CRM software in healthcare IT
- At least one year working with GoHighLevel
- You can build client relationships, influence behavior and solve problems creatively
- You communicate clearly and manage your time and work in an organized way
Who this fits
This remote role suits someone who can train both clinical and non-clinical staff and support clients through implementation, launch and follow-up improvements. You must live in a U.S. state other than California, New York, Washington or Colorado
From the employer
Job Summary
The Implementation Specialist - CRM 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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