[Hiring] Practice Consultant I @PerfectServe

Role Description

The Practice Consultant will be responsible for determining & building custom, clinical workflows. They will be required to have a deep understanding of the PerfectServe platform to best apply the company’s technology to meet the workflow needs of our customers and their providers.

• Implement custom, elegant workflow designs to best meet the need of our customers and help better streamline all clinical communications.
• Engage & build fast rapport with customers, such as Practice Managers and Providers.
• Build users, schedules and workflow rules within the PerfectServe platform.
• Provide technical support, occasionally onsite, and make the appropriate user application adjustments during new customer go lives.
• Monitor and make the necessary user and schedule application changes for PerfectServe’s synced applications.
• Execute testing protocols.
• Contribute to configuration standards best practices.
• Execute the company’s configuration quality assurance.
• Serve as lead consultant for all types of outpatient projects.
• Work with physician offices to understand their communication requirements and apply PerfectServe’s technology in ways that deliver the best possible outcome for them.
• Configure workflow solutions.
• Conduct practitioner, practice manager and support staff training.
• Execute regular quality audits (design and configuration).
• Provide remote go-live support.
• Manage account stages in SFDC and SmartSheet.

Qualifications

• 2+ years’ work experience in a customer facing, consulting, account manager, project manager, business analyst and/or other service role.
• Ability to work closely with peers and team members in a collaborative manner.
• Adaptable.
• Strong Microsoft Office proficiency with Excel, Visio, Word, PowerPoint and Outlook.
• Excellent written and verbal communication skills.
• Problem solving and reasoning skills with both configuration and communication.
• Strong organizational skills.
• Strong time management skills.
• Excellent attention to detail.
• The ability to thrive in a fast-paced environment.
• Honest and impartial.

Requirements

• Quality score of 85% or higher.
• Adherence to best practice and/or client design standards (quality).
• On-time delivery of solution designs.
• SFDC and SmartSheet compliance.
• Documentation compliance.
• Average customer satisfaction rating of 80% or better.

Benefits

• Remote first work environment.
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K - with match and immediately vested.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy.
• Internal Advancement Opportunities.