Implementation Specialist

About the role

The Implementation Specialist leads the end-to-end onboarding and implementation of the company’s EMR and revenue cycle platform for new and existing clients. This is a dual-competency role that requires both hands-on technical configuration and instructional-design capability. The successful candidate owns the full implementation lifecycle — discovery and scoping, system design and build, integrations, testing, and go-live — and designs and delivers the training that drives user competency and long-term adoption. The role demands someone equally comfortable configuring a platform to a client’s revenue cycle workflows and standing in front of that client’s providers and billing staff to teach them how to use it. Full-cycle Revenue Cycle Management (RCM) expertise and EMR experience are required.

Dual competency

• Technical configuration — owning system design, build, configuration, and integrations that map the platform to each client’s clinical and revenue cycle workflows.
• Instructional design — applying adult-learning principles to build and deliver role-specific training that drives measurable time-to-competency and adoption.

Key responsibilities

• Discovery & Scoping
  • Lead in-depth discovery sessions with practice leadership to document clinical workflows, full-cycle revenue cycle/billing processes, strategic objectives, and operational pain points.
  • Translate discovery findings into a clear implementation plan and configuration requirements aligned to each client’s goals.
• System Configuration & Build
  • Own system design, build, and configuration, customizing the platform to align with client workflows and RCM operations.
  • Develop repeatable, scalable configuration approaches that ensure smooth, consistent implementations.
• Integrations
  • Lead technical integration work and discussions across products utilizing HL7, APIs, sFTP, and webhooks, partnering with data-migration, IT, and product teams.
• Testing & Go-Live
  • Develop and execute testing strategies and quality assurance to validate functionality; guide clients through User Acceptance Testing (UAT).
  • Manage go-live and ensure a smooth handoff to the RCM Operations and IT Support teams.
• Training & Enablement (Instructional Design)
  • Design and deliver role-specific training (virtual and on-site) for providers, billing staff, and administrators, applying adult-learning and instructional-design methodology.
  • Create and maintain training collateral — SOPs, quick-reference guides, and workflow documentation.
  • Evaluate user competency, deliver targeted remedial training, and drive adoption in the post-go-live window to reduce support ticket volume.
• Project Management
  • Independently manage multiple client implementations simultaneously owning plans, milestones, risks, and stakeholder communication against target go-live dates.

Requirements

• Bachelor’s degree in Healthcare Administration, Business Administration, Information Technology, or a related field (equivalent healthcare-IT implementation experience may be considered in place of a degree).
• 3+ years (5+ preferred) in client-facing healthcare-IT implementation, technology integration, or an RCM-related environment.
• Full-cycle Revenue Cycle Management (RCM) expertise — required.
• EMR experience — required.
• Hands-on experience with products utilizing HL7, APIs, sFTP, and webhooks.
• Demonstrated instructional-design / adult-learning capability and experience delivering end-user training.
• Proficiency with eLearning tools (e.g., Camtasia, Adobe Captivate) and project-management tools (e.g., Microsoft Project, Smartsheet).
• Strong communication and facilitation skills for both technical and non-technical audiences.
• Ability to travel 25–30%.

Preferred qualifications

• Certified Professional Coder (CPC) credential.
• Certification in instructional design or adult learning.