Role Description
We're looking for an Implementation Engineer to help customers configure, test, troubleshoot, and launch Bask Health's platform. This is a customer-facing technical position focused on turning implementation requirements into reliable, functioning software configurations.
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Work closely with Customer Success Managers, Product Managers, and Software Engineers to help merchants complete technical onboarding and prepare for launch.
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Investigate implementation challenges and coordinate technical requirements.
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Validate supported configurations and communicate progress throughout the implementation process.
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Develop a strong understanding of how the platform's supported components work together.
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Help customers understand the technical steps required to implement the platform.
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Participate in technical onboarding discussions with merchants and internal teams.
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Gather relevant technical requirements from customers.
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Review implementation objectives and identify the configurations needed to support approved use cases.
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Help translate customer requirements into documented implementation plans.
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Identify technical dependencies and potential implementation risks.
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Communicate implementation requirements and limitations clearly.
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Help establish technical milestones and track implementation progress.
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Coordinate with Customer Success Managers to align technical work with customer onboarding plans.
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Assist customers with supported platform configuration workflows.
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Help customers understand merchant-facing settings and configuration options.
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Investigate issues affecting storefront setup and supported customization.
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Troubleshoot questionnaire configuration and workflow behavior.
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Help identify configuration problems that prevent supported workflows from functioning correctly.
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Investigate checkout-related implementation issues.
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Help distinguish between platform defects, configuration mistakes, and external dependencies.
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Review supported integrations that are relevant to customer implementations.
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Investigate basic API connectivity and authentication issues.
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Troubleshoot integration-related problems when they affect implementation progress.
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Coordinate with specialized integration engineers when deeper investigation is required.
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Help customers understand supported integration requirements.
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Work with Engineering to resolve implementation blockers that require product changes or technical investigation.
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Prepare clear engineering escalation reports.
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Document reproducible technical problems and relevant diagnostic findings.
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Follow established procedures for tracking and escalating software defects.
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Participate in implementation testing and validation.
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Help create or maintain technical test plans for supported configurations.
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Verify that approved workflows behave as expected in designated testing environments.
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Document test results and outstanding issues.
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Identify implementation defects before customer launch when possible.
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Coordinate with relevant teams to resolve launch-blocking issues.
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Help determine whether technical implementation requirements have been completed.
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Communicate unresolved risks to the appropriate decision-makers.
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Support technical launch-readiness reviews.
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Help prepare implementation handoff documentation.
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Work with Customer Success Managers to ensure ongoing support teams understand the customer's configuration.
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Document important implementation decisions and technical dependencies.
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Help transition completed implementations to ongoing customer support.
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Provide post-launch technical assistance for issues related to the implementation.
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Investigate unexpected behavior identified shortly after launch.
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Coordinate with Engineering when post-launch problems require deeper investigation.
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Ensure implementation-related issues are documented and tracked.
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Maintain accurate technical records throughout the customer implementation lifecycle.
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Use approved project management, ticketing, and documentation tools.
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Track assigned implementation tasks and technical follow-up responsibilities.
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Provide clear updates on implementation progress.
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Communicate proactively when technical work is blocked.
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Identify customer dependencies that may delay implementation.
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Help customers understand what information or actions are needed to continue.
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Avoid promising unsupported functionality or unapproved launch dates.
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Explain technical concepts to customers with different levels of software experience.
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Communicate professionally with entrepreneurs, operators, and technical stakeholders.
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Provide practical guidance based on approved product capabilities.
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Work closely with Customer Success to understand customer objectives.
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Collaborate with Product when implementation requests reveal product limitations or feature gaps.
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Partner with Engineering to investigate platform issues and validate fixes.
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Help identify recurring implementation problems.
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Contribute to internal implementation guides and technical onboarding documentation.
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Help improve implementation checklists and standard operating procedures.
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Document common configuration mistakes and approved solutions.
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Help identify opportunities to reduce repetitive manual implementation work.
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Contribute ideas for improving technical onboarding efficiency.
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Support the development of reusable implementation templates when appropriate.
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Help identify areas where clearer product documentation could reduce implementation delays.
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Review implementation feedback and share recurring themes with Product and Engineering.
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Help improve the consistency of technical handoffs between teams.
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Follow approved change management procedures.
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Avoid making unauthorized changes to production systems or customer environments.
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Use approved tools and environments for technical testing.
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Follow security requirements when handling customer configurations and integration credentials.
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Access only the systems and information necessary and authorized for your responsibilities.
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Protect sensitive information and use designated communication channels.
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Recognize when implementation questions involve privacy, security, or compliance concerns.
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Escalate those concerns to the appropriate teams.
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Understand the boundaries between technical implementation and regulated healthcare operations.
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Never provide medical advice or make clinical decisions.
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Never independently approve prescriptions, pharmacy fulfillment, or regulated clinical workflows.
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Recognize when a customer request requires review by clinical, pharmacy, or compliance personnel.
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Direct those requests to the appropriate authorized professionals.
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Ensure technical implementation work remains within approved product and operational boundaries.
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Manage multiple customer implementations and technical tasks.
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Prioritize implementation work based on established timelines and customer impact.
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Remain organized when coordinating dependencies across different teams.
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Take ownership of technical implementation issues through resolution or appropriate escalation.
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Communicate clearly when requirements are incomplete or technically unsupported.
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Use a structured approach to investigating implementation problems.
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Be comfortable reading technical documentation and learning unfamiliar systems.
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Develop a strong understanding of the relationship between platform configuration and customer outcomes.
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Help customers move from initial setup to a functioning software experience.
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Contribute to a team environment that values technical accuracy, accountability, and continuous improvement.
Qualifications
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3+ years of experience in SaaS Implementation Engineering, Solutions Engineering, Technical Onboarding, Customer Engineering, or a related technical role.
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Hands-on experience implementing or configuring web-based software platforms.
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Strong understanding of web applications and common technical configuration concepts.
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Experience troubleshooting software implementation problems.
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Working knowledge of REST APIs and HTTP fundamentals.
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Ability to investigate API requests, responses, and authentication issues.
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Familiarity with JSON and common integration concepts.
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Experience using Postman, Insomnia, curl, or similar technical investigation tools.
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Ability to gather customer technical requirements and identify implementation dependencies.
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Experience coordinating technical work with customers or external stakeholders.
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Ability to document implementation plans, configuration details, and technical findings.
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Strong troubleshooting and problem-solving skills.
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Experience investigating and documenting software defects.
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Ability to prepare clear engineering escalation reports.
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Familiarity with software testing and validation procedures.
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Strong written and verbal communication skills.
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Ability to explain technical concepts to non-technical customers.
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Strong organizational skills and attention to detail.
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Ability to manage multiple technical projects and competing priorities.
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Experience collaborating with Customer Success, Product, and Engineering teams.
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Ability to identify implementation risks and communicate them proactively.
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Comfortable reading technical documentation and learning unfamiliar systems.
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Understanding of secure credential handling and access control principles.
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Ability to follow established change management and technical escalation procedures.
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Availability to collaborate during required U.S. Eastern Time working hours.
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Strong initiative, accountability, and ownership of technical responsibilities.
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Comfortable working in a growing software company with evolving implementation processes.
Nice to Have
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Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related field.
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Experience implementing configurable SaaS platforms.
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Experience supporting e-commerce merchants or direct-to-consumer businesses.
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Familiarity with Shopify, BigCommerce, WooCommerce, or similar platforms.
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Experience with online storefront configuration and customization.
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Familiarity with checkout workflows and payment integrations.
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Experience with customer onboarding and implementation project management.
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Familiarity with webhooks and event-driven integrations.
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Experience troubleshooting third-party software integrations.
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Knowledge of JavaScript, TypeScript, Python, or similar languages.
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Experience writing scripts to support technical investigations or implementation tasks.
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Basic SQL knowledge.
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Familiarity with Git or GitHub.
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Experience using Jira, Linear, Zendesk, or similar tools.
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Experience creating technical implementation guides and customer documentation.
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Familiarity with software testing tools and browser developer tools.
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Experience supporting complex customer implementations.
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Experience working with subscription businesses or merchant platforms.
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Familiarity with healthcare technology or telehealth software.
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Experience collaborating with distributed technical and customer-facing teams.