Sr. Implementation Associate - EHR & Practice Management

Job Description

About the Role

We’re looking for a proactive and detail-oriented Implementation Manager to lead the onboarding of clients to our integrated Electronic Health Record (EHR) and Practice Management (PM) solutions. This is a client-facing project management role that requires a blend of healthcare domain knowledge, software implementation skills, and interpersonal finesse.

You’ll serve as the primary liaison between Practice EHR and our clients during the implementation lifecycle—from kickoff to go-live—ensuring a smooth, timely, and successful transition to our system. Knowledge of medical billing workflows and a strong understanding of EHR functionality is essential.

Key Responsibilities

• Lead end-to-end implementation of EHR and PM systems for healthcare providers.
• Develop project timelines, milestones, and deliverables in coordination with internal teams and clients.
• Conduct discovery calls to understand client requirements, practice workflows, and billing needs.
• Train clients on EHR and PM system features and ensure successful data migration and system configuration.
• Monitor project health, identify risks, and proactively resolve implementation challenges.
• Collaborate with product, support, and billing teams to ensure a cohesive onboarding experience.
• Act as a trusted advisor to clients, ensuring their operational readiness and long-term satisfaction.

Requirements

• 2+ years of experience in software implementation, account management, or project management, ideally in healthcare or health IT.
• Working knowledge of medical billing processes and healthcare workflows.
• Solid understanding of EHR and PM systems (experience with Practice EHR is a plus).
• Exceptional communication, documentation, and organizational skills.
• Ability to manage multiple client projects simultaneously with attention to detail.
• Familiarity with HIPAA regulations and patient data privacy best practices.

Preferred Qualifications

• Experience working with small-to-medium medical practices.
• Technical aptitude or comfort with SaaS platforms.
• Certification in project management (PMP, CAPM, or similar) is a bonus.

Why Join Us?

• Join a rapidly growing health tech company transforming how providers manage patient care.
• Collaborate with a passionate and mission-driven team.
• Competitive salary and benefits package.
• Opportunities for growth and leadership within the implementation and client success teams.