Job Description

We are looking for client-facing, technical rockstars to join our growing company focused on making clinical communications and scheduling more effective, collaboration more intuitive, health systems better, and communities stronger. Don’t miss out on this opportunity!

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.

Responsibilities

• 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 and
• 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

Essential 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

Key Performance Indicators

• 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

Beneficial Qualifications

• Bachelor’s degree, preferably in Business or related discipline
• Experience driving process change in complicated environments
• Experience working with physicians or in clinical settings

This position requires interaction with people and technology while either standing or sitting. In order to best service our customers on the phone, face-to-face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. Depending on the assignment, may require ordinary ambulatory skills sufficient to visit other locations; or the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 50 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information.

PerfectServe is committed to compliance with its obligations under all applicable state and federal laws prohibiting employment discrimination. In keeping with this commitment, it attempts to reasonably accommodate applicants and employees in accordance with the requirements of the disability discrimination laws. It also invites individuals with disabilities to participate in a good faith, interactive process to identify reasonable accommodations that can be made without imposing an undue hardship.

This position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. PerfectServe, Inc. is an Equal Opportunity Employer -----M/F/D/V.

Why Join PerfectServe?

At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.

We offer a salary range of $55,000-60,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.