Practice Consultant I - PerfectServe

About PerfectServe

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. Founded in 1997, we have grown to over 400 employees and 30,000+ customers—spanning medical practices, hospitals, and health systems. Our mission is to accelerate speed to care by optimizing provider schedules and routing communications to the right place at the right time.

We are looking for client-facing, technical professionals to join our growing team. The Practice Consultant I will be responsible for determining and building custom clinical workflows, applying PerfectServe's technology to meet the workflow needs of our customers and their providers.

Responsibilities

• Implement custom, elegant workflow designs to meet customer needs and streamline clinical communications.
• Engage and 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 appropriate user application adjustments during new customer go-lives.
• Monitor and make necessary user and schedule application changes for PerfectServe’s synced applications.
• Execute testing protocols and configuration quality assurance.
• Contribute to configuration standards best practices.
• Serve as lead consultant for all types of outpatient projects.
• Work with physician offices to understand communication requirements and apply technology effectively.
• Conduct practitioner, practice manager, and support staff training.
• Execute regular quality audits (design and configuration).
• Provide remote go-live support.
• Manage account stages in Salesforce (SFDC) and SmartSheet.

Essential Qualifications

• 2+ years of 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.
• Highly adaptable with strong organizational and time management skills.
• Strong Microsoft Office proficiency (Excel, Visio, Word, PowerPoint, and Outlook).
• Excellent written and verbal communication skills.
• Problem-solving and reasoning skills with both configuration and communication.
• Excellent attention to detail and ability to thrive in a fast-paced environment.

Key Performance Indicators (KPIs)

• Quality score of 85% or higher.
• Adherence to best practice and/or client design standards.
• 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 a related discipline.
• Experience driving process change in complicated environments.
• Experience working with physicians or in clinical settings.

Physical Requirements

• Ability to communicate with or without reasonable accommodation.
• Depending on 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.
• Good hand-eye coordination, arm, hand, and finger dexterity, and visual acuity to use a keyboard, operate equipment, and read technical information.

Why Join Us?

• Compensation: $55,000 - $60,000 USD per year, tailored to your background and experience.
• Work Environment: Remote-first work environment.
• Health & Wellness: Health, Dental, Vision, Life, and Disability Insurance options available day one.
• Retirement: 401(k) with match, immediately vested.
• Paid Time Off: 17 company holidays, 2 floating holidays, plus a competitive paid time off policy.
• Growth: Internal advancement opportunities.