Implementation Specialist

An Implementation Specialist to help onboard and support our customers during Implementations.

• Act as a "project manager" and single point of contact owning the customer’s success during this critical time in the customer’s life-cycle and will assertively drive action to ensure that success
• On-board our new customers to the Kareo platform. This is a high-impact role that will make a meaningful difference in customer loyalty and success
• Conduct requirements gathering and customer needs analysis and utilize tailored onboarding plans that fits the customer’s profile
• Map customer needs to available solution sets
• Create appropriate project materials and artifacts to track and communicate out project status
• Effectively collaborate internally to leverage resources to ensure the customers success
• Help establish and continually refine Best Practice implementation process and procedures
• Provide superior customer service when engaging with the client
• Provide easy and clear instructions during one on one training sessions, follow up calls and on-demand requests
• Effectively work with customers to up sell additional products and services that add value to our customers that will help them achieve their desired business goals and outcomes

• Experience specifically in business to business SaaS environments in a project management or customer success role
• Several years of customer facing experience leading implementations of software solutions
• Strong project management experience and organizational skills
• Ability to plan, execute and control a project, establishing realistic estimates and reporting metrics
• Excellent communication skills
• Strong negotiation, conflict resolution and influencing skills
• Strong multi-tasking, results oriented skills
• Ability to work in a fast-paced environment

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra. 

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

We get to know our customers - and their patients - and look at the world through their lens.

Healthcare is too complex. We aim to simplify it for everyone.

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

We are diverse, humble, and collaborative. We put the team first and win together.

Life is short and joy is underrated. We take time to have fun and celebrate success.

In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness or Gympass for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

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