Epic Cheers Consultant

Saxon Global•Charlotte, NC

About The Position

Seeking a Certified Epic Cheers Consultant with strong campaign build and execution experience to support CRM, patient engagement, and outreach initiatives within Epic. The consultant will partner with operational and IT stakeholders to design, build, and optimize Epic Cheers campaigns that support access, growth, and patient experience goals.

Requirements

  • Active Epic Cheers Certification with no lapse.
  • Proven hands-on Epic Cheers campaign experience.
  • Experience supporting Epic implementations, upgrades, or optimizations.
  • Strong understanding of CRM, patient engagement, and call center workflows.
  • Ability to work independently in a consulting or project-based environment.
  • Strong communication skills and stakeholder collaboration experience.

Nice To Haves

  • Experience implementing new or replacement CRM campaigns.
  • Additional Epic certifications or experience in MyChart, Cadence, Prelude, CTI, or Reporting.
  • Prior healthcare consulting experience.

Responsibilities

  • Serve as the Epic Cheers (CRM) subject matter expert, focusing on campaign configuration and execution.
  • Design, build, test, and support Epic Cheers campaigns for preventive care, screening, access, or service line outreach.
  • Perform workflow analysis and translate business requirements into Epic Cheers build.
  • Configure and maintain campaign rules, profiles, workqueues, scripts, contact types, and decision trees.
  • Collaborate with call center, marketing, clinical, and IT teams to align campaigns with operational goals.
  • Support unit testing, integrated testing, go-live activities, and post-go-live optimization.
  • Develop and maintain build documentation and tip sheets.
  • Work cross-functionally with integrated Epic teams, such as Cadence, MyChart, Prelude, CTI, and Reporting, as needed.
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