Implementation Specialist

PatientNow

3d

About The Position

The Implementation Specialist is responsible for delivering a seamless, high-quality onboarding experience for new PatientNow customers. This role owns the critical first phase of the customer journey, ensuring each client is successfully configured, trained, and prepared to adopt the platform with confidence. This position combines project management, software configuration, and customer training. You will guide customers through change, help them transition from legacy workflows, and ensure they realize value quickly. Success in this role means delivering efficient, well-organized implementations while creating a strong first impression that builds long-term trust.

Requirements

• 2+ years of experience in implementation, onboarding, or training roles, preferably in SaaS
• Strong project management skills with the ability to manage multiple implementations simultaneously
• Demonstrated ability to learn new software quickly and effectively
• Ability to communicate technical concepts clearly to non-technical audiences
• Strong organizational skills and attention to detail
• Customer-focused mindset with the ability to manage different personalities and learning styles

Nice To Haves

• Experience working with CRM, EMR, or practice management software preferred
• Familiarity with Salesforce, GuideCX, or similar systems is a plus

Responsibilities

• Own the end-to-end onboarding experience for new customers, from kickoff through successful go-live
• Configure and customize the PatientNow platform to align with each customer’s workflows and business needs
• Manage onboarding timelines, milestones, and deliverables to ensure efficient and on-time implementations
• Deliver clear, engaging training sessions tailored to different user roles, learning styles, and levels of technical proficiency
• Guide customers through change management, helping them adopt new processes and workflows with confidence
• Identify risks to onboarding success early and proactively drive solutions
• Provide consultative recommendations to help customers optimize their use of the platform
• Communicate technical concepts in a user-friendly, professional manner
• Maintain accurate documentation of onboarding progress, configurations, and customer interactions
• Stay current on new features, product updates, and industry trends to continuously improve onboarding outcomes

Benefits

• Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market
• Collaborate with a talented, curious team that values experimentation, learning, and customer empathy
• Be empowered to lead with autonomy while supported by strong leadership and product discipline
• Help modernize aesthetics software in an industry that’s ripe for transformation through innovative, AI-native technology

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed