Epic Bridges Consultant
Remote job
Dear All,
Vertex Elite is currently seeking a qualified Epic Bridges Consultant to join our team.
If you or someone you know is interested, please feel free to reach out for more details or share your updated resume.
Work Authorization : USC or Any valid USA work authorization
Job Type : Contract
Location : 100% Remote
Preferred Qualifications
Required Epic Identity/Epic Bridges Certification
Experience with Epic implementation projects.
Epic Identity Certification
Familiarity with HL7 standards and healthcare interoperability.
Knowledge of data governance and master patient index (MPI) concepts.
With Best Regards,
Rama Raju | Vertex Elite LLC | E-Verified Company | ********************
Epic ClinDoc Consultant
Remote job
What you will find ...
100% REMOTE (6+ months)
PTO days + 401K (3% auto contribution)
top ranked hospital in the U.S.
What you will do ...
Epic ClinDoc & Orders build
Epic ClinDoc & Orders workflows
Design & build for Epic Inpatient optimizations
Demonstration of content for clinical operations
Support additional projects for Epic ASAP & Orders
Wish list ...
5+ years of Epic ClinDoc & Orders build
REQUIRED: Epic ClinDoc certification
REQUIRED: align with core PST hours
workflow & optimization for Epic ClinDoc & Orders
support Epic ASAP & Orders
Software Implementation Specialist
Remote job
The Client Success Engineer works at the intersection of software implementation, support, engineering, and education. In this role you will be the go to technical expert on how our software is deployed and used in a fast moving, complex, and critical healthcare environment. You will be instrumental in getting our solution successfully deployed, running smoothly, and continuously improving for our clients. Along the way you'll create and revise technical content that empowers both our clients and internal teams to help themselves spread and drive maximum value from the Ascendco platform.
Responsibilities
Work closely with our software engineering team to become an expert in our current software modules and new modules as they are developed
Help with QA, documentation, and training as new modules are developed, deployed, and operationalized
Be a central part of the communication feedback loop between the software engineering team, internal subject matter experts, and our clients as our software continues to evolve
Work with client IT departments to communicate technical and security specifications for how our platform is deployed and supported
Work closely with our client success managers to help with the technical/IT aspects of implementing our platform for clients
Protect our software engineer's time by helping our support team with level 2 / complex support requests
Build documentation and educational materials for how our software is deployed and used
Spend approximately 25% of your time traveling to work onsite with other Ascenders at client facilities to help with go lives and operationalizing new modules
Requirements
Very good communication skills all around
Strong attention to detail and excellent problem-solving skills with a demonstrated ability to self-motivate and follow through on projects
Curiosity and excitement that computers and software are a “bicycle of the mind”
Patience and empathy working with people and technology
Very effective at prioritizing and managing multiple tasks simultaneously, while maintaining focus and achieving successful outcomes
Capable of efficiently navigating and adapting to changing priorities and deadlines
Work remotely and in shared tech space
Passion for continuous learning and improvement
HubSpot Consultant - RevOps & Technical Strategy (US-Remote)
Remote job
About the Role:
Process Pro Consulting is on the search for a strategic, client-facing HubSpot Solutions Consultant who thrives at the intersection of business strategy and technical execution. If you love solving complex problems, building smart HubSpot solutions, and guiding B2B clients to operational success, you'll fit right in.
In this role, you won't just implement HubSpot. You'll translate big-picture business goals into customized, scalable CRM and marketing automation solutions-partnering directly with clients to design, implement, and optimize their systems across the entire customer journey.
Core Customer & HubSpot Responsibilities:
You'll act as a trusted consultant, owning projects from sales hand-off through delivery:
Lead end-to-end HubSpot projects-including onboarding, migrations, integrations, and custom implementations
Configure and optimize HubSpot Marketing, Sales, and Service Hubs
Build automations, workflows, lifecycle stages, lead scoring, and reporting dashboards
Manage data migrations and CRM integrations (Salesforce, Marketo, Zapier, etc.)
Create custom properties, pipelines, and permission sets aligned to client RevOps strategies
Guide clients through strategic planning, technical solutioning, and RevOps best practices
Drive CRM and data hygiene standards that support clean, reliable reporting
Deliver clear documentation and training to empower client teams
Build advanced reports and dashboards to surface insights and drive accountability
Identify new growth and improvement opportunities within client accounts
Manage client relationships and project timelines with a proactive, solution-first mindset
You'll Excel in This Role If You Have:
5+ years of hands-on HubSpot experience (Professional or Enterprise tiers), ideally across custom onboarding, integrations, migrations, and implementations
A background in Revenue Operations, Marketing Ops, or Sales Ops-especially in high-growth B2B SaaS
Experience acting as a strategic consultant or agency partner, directly supporting clients
Strong technical expertise with CRM design, marketing automation, data migration, and reporting
A strategic mindset and the ability to connect the dots between business goals and technical solutions
Confidence in managing cross-functional projects and facilitating change
Clear, client-friendly communication skills (you can simplify complex concepts with ease)
Bonus Points For:
Experience working at a HubSpot Solutions Partner or digital agency
Familiarity with tools like Lucidchart, Asana, Zapier, Loom, Avoma, and Google Workspace
A knack for building scalable systems that fuel growth
HubSpot certifications (Marketing, Sales, Service, or Ops Hub)
Why Process Pro?
Process Pro Consulting is a one-stop shop for HubSpot ops - a small, fast-moving team that partners closely with B2B clients to drive meaningful change. We focus on what matters: real results, genuine collaboration, and work we're proud to put our name on (and we have fun while doing it!).
Our team of Pros helps businesses run smarter by building customized HubSpot solutions that enable revenue teams to maximize the platform's full potential.
We're looking for someone who shares our passion for HubSpot, loves problem-solving, and thrives in a collaborative, growth-minded environment.
The right fit will value:
An always-learning, always-growing mindset
Collaboration and team focus
Kindness and integrity
Motivation and ownership
👉 Apply now. We'd love to hear from you!
Salary Range: $85,000 - $100,000 (dependent on experience & skillset)
Benefits:
Health, vision + dental insurance
20 days of PTO
Standard US paid holidays
2 company mental wellness days
Flex hours & fully remote team
Bonus quarterly program
Professional development program
Health and Wellness stipend
401k matching (eligible after 6 months of employment)
Parental leave benefits
Short-term disability insurance benefits
Office equipment provided to help you do your best work (laptop, headset, monitors, etc.)
Litigation & Practice Support Specialist, Hybrid Schedule
Remote job
Adams & Martin Group has partnered with a well-established litigation practice to identify a Litigation & Practice Support Specialist for their Oakland office. This full-time hybrid position plays a critical role in supporting litigation attorneys while collaborating closely with the Practice Support team. The role requires at least two in-office days per week, with additional onsite presence as needed for trial preparation, technology setup, or other hands-on support. The organization fosters a collaborative, community-focused culture that values work-life balance, inclusion, and professional growth.
Responsibilities
Case & Trial Management
Collect, organize, and maintain documents and physical evidence while preserving chain of custody
Support filings and trial preparation tasks in coordination with paralegals and attorneys
Assist in developing case timelines, chronologies, and witness materials
Summarize legal documents to support attorney and paralegal case preparation
Provide trial and deposition support, including audiovisual logistics and trial presentation setup
eDiscovery & Litigation Support
Manage multiple electronic discovery projects using Relativity and Everlaw, coordinating with internal teams and vendor partners
Use TAR, ECA, analytics, and search filters to streamline document review workflows
Oversee document production, prepare privilege logs, and manage large document repositories
Serve as the primary point of contact for litigation support needs in the local office
Collaboration & Leadership
Partner with attorneys, Practice Support, and vendor teams to ensure high-quality deliverables
Collaborate with paralegals to delegate and coordinate routine tasks to strengthen team capacity and ensure trial readiness
Provide training and share knowledge on litigation support tools and best practices
Contribute to department and firm projects as opportunities arise
Support the success of the litigation team by performing additional duties or special projects as assigned
Demonstrate flexibility during periods of high workload while maintaining alignment with department and firm goals
Qualifications
Bachelor's degree preferred, or equivalent technical training or litigation support experience
At least 5 years of experience in litigation support, trial technology, or eDiscovery
Ability to manage cases from start to finish
3-5 years of experience in Relativity; familiarity with Everlaw or other eDiscovery platforms
Experience as a California paralegal is a plus
Strong understanding of litigation workflows, trial support, and document technologies
Ability to collaborate with cross-functional legal teams and train colleagues
Strong organization, communication, and time-management skills
Work Environment
Full-time hybrid role based in the Oakland office
Minimum two days onsite weekly; additional onsite days required during trial prep or hands-on support tasks
Professional, team-oriented environment focused on high-quality litigation and eDiscovery support
Flexibility required during high-demand litigation periods
Culture emphasizes collaboration, inclusion, community, and work-life balance
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Litigation Specialist
Remote job
Commercial General Liability (CGL) Litigation Specialist.
This is a full time, exempt role
100% remote
Pay Rate: 90-105K
This position requires daily telephone contacts with the commercial line policyholders, risk managers, and agents. Fully responsible for the analysis, investigation, evaluation, negotiation and resolution of complex commercial claims requiring thorough investigations including telephone contacts with the involved parties; technical expertise and complex analysis. Claim assignments are multi-state and involve commercial customers.
IN THIS ROLE, YOU WILL:
Must have or secure and maintain appropriate states adjuster license (s) and continuing education credits.
Responsible for the settlement of CGL litigated cases, involving disputes over coverage, liability, and damages issues.
Gather the facts and analyze the statements/testimony and declaration of damages to develop claims resolution strategies.
Work in partnership with defense counsel and all other parties/vendors to bring about a timely cost effective conclusion.
Identifies possibly suspicious claims
Claims handled are transferred existing losses or first notice lawsuits over disputed issues of great complexity where the policyholder's coverage is in question.
These claims require the highest level of investigation, analysis, evaluation, and negotiation.
Responsible for all aspects of each claim, including informal hearings, arbitrations and claims litigation and maintaining a high level of productivity, confidentiality and customer service.
Will be utilized as a technical resource by adjusters.
Will represent the company at mediation, arbitration and trials.
Review and analyze contracts, leases, and identify risk transfer opportunities
Demonstrate ability to write positional coverage letters.
Manage litigation expenses.
Reports into Unit Manager
WHAT YOU NEED TO APPLY:
Typically has 3-5 years Commercial General Liability Litigation experience with insurance carrier.
Bachelor's degree or equivalent experience, industry designation preferred.
Dedicated to meeting the expectations and requirements of internal and external customers
Makes decisions in an informed, confident and timely manner
Maintains constructive working relationships despite differing perspectives
Considers the perspectives of others and gives them credibility
Strong organizational and time management skills
Ability to negotiate skillfully in difficult situations with both internal and external groups. Demonstrates ability to win concessions without damaging relationships.
Demonstrates strong written and verbal communication skills. Promotes and facilitates free and open communication.
Understanding of applicable statutes, regulations and case law
Thinks critically and anticipates, recognizes, identifies and develops solutions to problems in a timely manner.
Easily adapts to new or different changing situations, requirements or priorities.
Cultivates an environment of teamwork and collaboration
Operates with latitude for un-reviewed action or decision.
Computer experience (MS Office, excel, word, etc)
Ability to work in a paperless environment.
This job posting provides cursory examples of some of the job duties associated with this position.
The examples provided are not complete, and the position may entail other essential and job-related functions and responsibilities that employees will be required to perform.
CAREER DEVELOPMENT:
It's not just a job, it's a career, and we are here to support you every step of the way. We want you to be successful and fulfilled. Through on-the-job experiences, personalized coaching and our robust learning and development programs, we encourage you - at every level - to grow and develop.
BENEFITS:
We offer comprehensive benefits to help you be healthy, build financial security, and balance work
and home life. You'll enjoy what you do and have the support you need to succeed.
Benefits include:
Medical, dental, vision, life, and disability insurance
401K with a company match
Tuition reimbursement
PTO
Company paid holidays
Flexible work arrangements
Cultural Awareness Day in support of IDE
On-site medical/wellness center (Worcester only)
Epic Healthy Planet Consultant
Remote job
Make a difference. Be happy. Grow your career.
The Role
A Nordic Consultant is more than just an Epic expert. Our analysts take ownership of their work and the greater success of the organization. We're also looking for someone who listens to the client and understands that each project and each organization is unique. You'll need to tackle tough projects to help those organizations succeed. Experience in Quality and Regulatory Programs at the federal, state, and local levels is a critical skill for this position; it is not required, but there must be a desire to learn, for it guides all we do. Knowledge and/or experience implementing Epic is required, and if you have clinical experience or have worked on an optimization project, that's a plus.
The Senior Consultant on our Quality team is an experienced healthcare IT expert that supports the design, build, and delivery of EHR solutions for Nordic clients by serving as a key liaison between client operational stakeholders and technical staff and possess the following attributes:
Expert Translator - understands and explains technical concepts and products to clinical and quality users as well as clinical & quality workflows and knowledge to technical staff
Customer Influencer - exhibits great customer-facing skills, polished presentation abilities, strong discussion habits, and good emotional intelligence
Problem Solver - identifies problems, collaborates with colleagues, resolves issues quickly, brings satisfaction to users, and instills confidence in the client's leadership
Strategic Thinker - demonstrates curiosity and creativity while possessing big picture visions and the ability to break them down to smaller steps with decisive execution
Startup Enterpriser - works at a fast pace with flexibility to shifting priorities in a team-oriented environment built on the desire to achieve success for clients and colleagues
This position works under the direction of the Manager, Digital Health - Quality to address documented client needs while actively seeking opportunities to refine client deliverables, build knowledge in new domains, and improve Nordic's business processes.
Key Responsibilities
A Consultant provides consulting services to clients on EHR-related projects in an analyst, project management, project leadership, or advisory capacity.
Provide quality and regulatory advisory services to ensure the client is successful in meeting requirement programs, incentive programs, and payor requirements
Ensure alignment of quality and regulatory programs during workflow and technical discussions
Perform Epic-related consulting and administrative computer services for Nordic clients
Analyze clinical or operational workflows supported by the assigned products and their relationship to the technical environment based on regulatory requirements
Collaborate with client stakeholders to manage internal client initiatives
Gather detailed requirement specifications for client deliverables
Design, build, configure, and implement assigned application technical workflows to support clinical and operational workflows
Apply technical expertise to individual client systems build to identify, troubleshoot, and resolve problems
Support clinical, revenue, or operational implementations for assigned applications, which may also include testing and QA, reporting, product life cycle, communication/collaboration with customers and vendors, and training users.
Mentor client project teams as necessary in project and system build strategy
Track and document risks and issues
Analyze and document workflows
Work closely with project leadership, including documentation and meeting facilitation
Work directly with Epic end users to monitor workflows, provide documentation, and optimization suggestions
Lead client-facing meetings regarding ongoing work-product coordination and project status
Collaborate with internal leadership and EHR architects on solution design and delivery
Enhance process and internal support documents, assist in the improvement of workflows and processes, and manage multiple projects simultaneously
Participate in continuous learning opportunities to grow expertise
Uphold and strengthen Nordic's corporate culture
May be invited to attend corporate functions as a representative of the company to meet prospective consultants, as well as solidify relationships with clients and Nordic co-workers
Skills and Experience
Current Epic Certification in Ambulatory, Healthy Planet, Clinical Documentation, Bugsy, ASAP, OpTime, Beaker, or Orders
Epic Regulatory Reporting and BestPractice Advisories Badge preferred, but not required
At least 8 years of Epic build experience with clinical applications
At least 3 years of Epic build experience to support quality and regulatory programs (i.e. UDS, MIPS/MACRA, Promoting Interoperability, eCQMs) preferred, but not required
Clinical experience preferred, but not required
Exceptional customer management and service skills
Excellent communication skills, written and verbal
Demonstrated ability to seek out, analyze, and solve novel problems
Ability to organize with exceptional attention to detail
Able to work independently and within a team environment
Must demonstrate and embody Nordic's maxims
Additional Details
100% remote position
Nordic is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital or veteran status, or any other protected status under applicable federal, state, or local laws. We encourage individuals of all backgrounds to apply, including women, minorities, individuals with disabilities, and veterans.
Auto-ApplyClient Support Specialist
Remote job
Are you a customer-focused professional who enjoys helping others and creating positive experiences? We're looking for a Client Support Specialist to join our team! As a key member of our client services department, you will provide friendly, efficient, and solution-oriented support by phone and email. You'll respond to inquiries, resolve issues within your authority, and ensure each customer feels valued and supported. You must analyze problems critically and develop creative solutions. The ideal candidate will stand by their ideas and opinions even in the face of firm opposition. This role also involves promoting current marketing campaigns and completing routine administrative tasks.
Responsibilities:
* Provide a full range of customer service-oriented telephone and e-mail support activities to customers and Bank colleagues; greets customers professionally; responds to inquiries of a specific or general nature; determines appropriate response or direction for the caller.
* Promptly respond to and resolve customer concerns, problems and discrepancies by clarifying issues within given authority; researches and explores answers and alternative solutions; reconciles accounts; enters corrections; reverses customer fees or charges with the concurrence of Bank management; escalates unresolved problems.
* Perform operational duties as necessary to support the service center; processes account balance or transfer requests, stop payment orders, changes of address and other such requests based upon proper customer identification, authorization and approval; conducts transaction call back procedures.
* Provide support to all areas of the organization as directed or where service or assistance is needed; demonstrates superior customer service with appropriate follow through with involved customers and colleagues.
* Make outbound telephone calls looking to offer additional products and services which will assist in solving financial needs.
* Make outbound calls to existing clients as follow up to a question or negative status of account.
* Performs a wide variety of routine clerical duties.
* Assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
Must haves:
* One (1) year of work related experience consisting of call center or customer service support duties in the financial service industry.
Desired Qualifications
* Bilingual (English/Spanish)
What's in it for you?
* Full Time, 40 hours per week; occasional Saturdays required.
* Monday - Friday work week
* Competitive pay.
* Eligible for annual incentive based upon company performance and goals.
Perks:
* Health, Vision & Dental Plans
* Health Savings Account (HSA) with CCF Contributions
* Employer Paid Life Insurance and Long Term Disability Plans
* Voluntary Life Insurance and Short Term Disability Plans
* Accident, Critical Illness, and Hospital Indemnity Plans
* Benefits Care Advocate
* Flexible Spending Account
* Health Reimbursement Arrangement (HRA)
* 401K Retirement Plan and Company Match
* Paid Time Off and Paid Holidays
* Time Off for Bereavement Leave, Parental Leave, and Voting
* Paid Time Off Donation
* Paid Time Off Cash Out
* Company-Wide Wellness Program
* Employee Assistance Program (EAP)
* Colleague Referral Program
* Education Reimbursement Program
* Career Planning
* Remote Work Arrangements
* Colleague Pricing on Secondary Market Mortgage Loans
* Colleague Beyond Save & Spend Accounts Perks
* Discount Program
What can you expect from us?
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.
We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more here about how we make more possible: ***********************
Ready to be part of our financial family? Apply online at ccf.us!
If you need assistance applying, contact us at ********* and we will attempt to meet your needs.
In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
Business Applications Specialist
Remote job
Bynder goes far beyond managing digital assets. Our AI-powered digital asset management platform enables teams to conquer the chaos of proliferating content, touch points, and relationships in order to thrive. With intuitive, AI-powered solutions that enhance content creation, simplify asset discovery, and maximize the value of every asset, we are the brand ally that unifies and transforms the creation and sharing of assets-inspiring teams, delighting customers, and elevating businesses.
Join our global team of 600+ 'Byndies' and contribute to shaping the future of digital asset management! As a leader in the industry, our AI capabilities empower over 1.4M users across 3,700+ organizations, including Spotify, Puma, Five Guys and Icelandair to work smarter with their content. With a commitment to innovation and a presence in seven offices worldwide, Bynder offers a dynamic environment where you can make a real impact.
Ready to grow your career by helping the world's leading brands create exceptional content experiences and thrive? Explore this opportunity and apply now to join our talented team.
About the job
We are seeking a Business Applications Specialist - Finance Systems who is passionate about process optimization, system enablement and driving efficiency across Finance operations.
You'll partner closely with our Finance and Procurement teams to support and enhance key financial systems such as NetSuite, Cobase and ZIP, ensuring smooth operations, accurate data and scalable processes that help Bynder continue to grow successfully.
You are a proactive, detail-oriented professional who can translate business needs into system solutions, streamline workflows, and maintain a high level of collaboration across departments.
What you will do
* Act as the primary stakeholder and administrator for NetSuite, supporting configuration, reporting, and process improvements.
* Manage Cobase for bank integrations, approval workflows and payment reconciliation processes.
* Maintain and enhance ZIP for procurement, vendor onboarding and approval flows.
* Collaborate with Finance leadership on month-end close, procure-to-pay (P2P) and order-to-cash (O2C) process improvements.
* Identify opportunities to automate and optimize financial workflows, enhancing accuracy and scalability.
* Partner with cross-functional teams including Procurement and Legal, to align system functionality with business needs.
* Maintain clear documentation for system configurations, data structures, and process changes.
* Support compliance and audit readiness by maintaining appropriate access controls and process documentation.
* Contribute to the evaluation and implementation of new tools that enhance Finance and Procurement efficiency.
What you will bring
* 3+ years of experience as a Business Systems Analyst, Finance Systems Specialist, or ERP Administrator, ideally in a SaaS or technology environment.
* Strong understanding of Finance operations (GL, AP, AR, Procurement, Expense Management).
* Hands-on experience with:
* NetSuite ERP (custom fields, workflows, saved searches, and reporting)
* Cobase (bank connectivity and approvals)
* ZIP (procurement and vendor management)
* Excellent communication and stakeholder management skills; ability to translate business requirements into scalable solutions.
* Analytical mindset with a focus on process improvement, efficiency, and data accuracy.
* Strong organizational skills with the ability to manage multiple priorities in a fast-paced, international environment.
Bonus points if you have
* NetSuite Administrator or SuiteFoundation certification.
* Experience with automation or process improvement initiatives in Finance.
* Familiarity with compliance frameworks such as ISO 27001 or SOC 2.
* Hands-on experience implementing or managing AI solutions in financial operations
* Exposure to financial reporting and spend management tools.
Additional Information
* An exciting position in an international organization with the opportunity to make a tangible impact on Finance operations.
* A collaborative and growth-focused culture with global exposure.
* A high-impact role supporting the scalability and efficiency of a rapidly growing SaaS company.
* Unlimited vacation policy.
* Travel expenses covered, including team events in the Netherlands.
* Hybrid working model - choose between working from home or visiting our offices in Amsterdam or Rotterdam.
* Free in-office lunch and drinks.
Auto-ApplySaaS Implementation Coordinator
Remote job
About us:
Brado is a consumer engagement firm. Our mission is to become the best in the world at empowering brands and organizations to engage with people on their most important life journeys. Across marketing, communications, innovation and consumer engagement technology, we provide transformative results for our clients.
Brado offers market research and strategy services, digital marketing services as well as an integrated consumer engagement technology solution.
Our Values: At Brado, we value the individual. We believe work and life can be synergistic and should not be at odds. The joy and renewal you get from each source must fuel the other. We have and will continue to cultivate a team who celebrates our diversity of thoughts, beliefs, backgrounds, and lifestyles. We are driven by our passion to do great work with great clients that are truly changing lives.
The Role: Position Summary
The Delivery Coordinator (SaaS Implementation Coordinator) serves as the operational hub for client onboarding and implementation of our conversational AI platform. You'll manage timelines, drive alignment across internal teams, and ensure a smooth, successful implementation experience. This role requires strong project management skills, attention to detail, and a proactive mindset. You'll work closely with the Client Success Lead to ensure delivery is not just on time and on spec but also aligned to client goals and long-term success.
Ideal candidates for this role live in the St. Louis metro area. Quite a few members of our Delivery team live in St. Louis and are in our office 2 or 3 days each week to collaborate and meet in person.
Key Areas of Responsibility
Project Management & Coordination
Own the end-to-end delivery timeline, from kickoff through launch, and into ongoing optimizations.
Facilitate project planning, status updates, and progress tracking across all workstreams (strategy, studio, digital marketing, analytics, configuration, engineering, Q/A)
Ensure task clarity, on-time execution, and proactive risk management
Collaboration with Client Success Lead
Act as the operational counterpart to the Client Success Lead, focusing on execution while they focus on client alignment and relationship growth
Partner with Client Success Lead to translate client goals into delivery plans and track how implementation decisions support those plans
Keep the Client Success Lead informed of delivery progress, blockers, and dependencies so they can manage expectations and proactively engage the client
Collaborate on client-facing communications, ensuring clarity around timelines, deliverables, and status updates
Client Engagement & Communication
Support key client touchpoints, such as onboarding sessions and milestone reviews
Coordinate feedback loops and ensure client input is captured, documented, and actioned
Build trust through clear, reliable communication and attention to detail
Quality Control & Launch Readiness
Oversee testing, QA, and final launch prep
Ensure all platform elements are accurately configured, aligned to scope, and approved by key stakeholders
Support post-launch support and performance monitoring work streams
Process & Documentation
Maintain detailed documentation of timelines, tasks, decisions, and meeting outcomes
Identify opportunities to improve implementation process, checklists, and workflows
Requirements
Bachelor's degree in Marketing, Communications, Business or equivalent experience.
Aligns with our values: People, Commitment, Aspiration, Trustworthiness & Impact
3+ years of experience in project coordination or delivery management, ideally in digital health, SaaS, or healthcare technology
Excellent organizational and multitasking skills with a bias for action
Proven ability to coordinate across cross-functional teams and manage complex timelines
Strong written and verbal communication skills
Experience with project management tools
Familiarity with conversational AI or healthcare is a plus
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Work From Home
Auto-ApplySalesforce Senior Implementation Consultant
Remote job
Attain Partners is an innovative consulting firm dedicated to disrupting the status quo to change the world and improve the lives of those we touch. From strategy to technology and everywhere in between, our experts use their unique skills to advance the important missions of education, nonprofit, healthcare, and state and local government clients.
People are at the center of all we do, and that's why we empower career growth, provide industry-leading benefits packages, encourage a flexible work environment, and foster a culture of inclusion to support the needs of our team. We share a collective passion for our mission and our people. Guided by our seven core values, The Attain Way, our vision is the foundation of our culture-to be and
attain
the best.
Job Description
Attain Partners is looking for an experienced Senior Salesforce Implementation Consultant to join our growing Education Services team and help advancement and fundraising teams around the world make the leap to Salesforce. In this role, you'll lead the implementation of the most popular solutions in the industry, which includes Kindsight's ascend product and Salesforce's Education Cloud.
As a Senior Implementation Consultant, you'll be responsible for guiding diverse clients through a collaborative implementation process, designing solutions and configuring various Salesforce-based products and features to meet their needs and ensure their success. You'll also be responsible for providing advice and best practices, leading user testing, and supporting data and deployment activities.
Our clients appreciate the interest we take in their needs and the experience and expertise we bring to their project. The ideal candidate can continue to grow that reputation and have a desire to do so.
Job Responsibilities
Conduct discovery and scope definition activities to develop an holistic solution design and the supporting sprints and stories for implementing it.
Lead client stakeholders through the planning, build, test and deploy phases of each core implementation sprint and ultimately complete a majority of the configuration in collaboration with your project team.
Serve as a trusted advisor for key business and technology stakeholders, and support decision making through experience-based guidance and best practices, industry knowledge and product expertise.
Collaborate closely with Data Services team members to incorporate and support their data migration and integration activities throughout the project.
Lead and/or coordinate with other consultants on the implementation of various integrated solutions (e.g. Salesforce Marketing Cloud, Experience Cloud, Blackthorn, Conga, Formstack)
Support the broader Attain Partners team by sharing and documenting best practices, contributing new ideas to our collective way of working and helping build and grow our pipeline of new clients.
Required Skills
Expert level understanding of Salesforce and its core clouds (e.g., Sales, Service, Experience) and extensive experience performing advanced configuration tasks, including the development of custom solutions and automations (Flows), use of custom metadata and custom settings, and implementation of comprehensive security frameworks.
Some experience working with or in education institutions or non-profits.
Experience implementing enterprise-level Salesforce and related technology projects from inception through go-live with repeated and demonstrable success.
Experience delivering projects using agile software development methodologies, including sprint planning, user story and acceptance criteria definition, user acceptance testing and deployment.
Experience defining business requirements, writing user stories, and providing detailed system architectures and solution designs.
Experience mocking up, diagraming and/or documenting process flows, integrations, complex automations and UX/UI designs to communicate recommended future state solutions and business processes.
A strong, demonstrable understanding of database design and system architecture concepts, methods and technologies.
Experience supporting and building out integrations between Salesforce and external systems using both drag-and-drop tools (e.g., Zapier) and more complex ETL tools (e.g., Jitterbit, Mulesoft, Talent).
Demonstrable knowledge and understanding of relevant programming languages, logic and constructs common to Salesforce, including Apex, Lightning Pages and Components, Visualforce, SOQL and SOSL.
Advanced understanding of environment management, release management, code versioning best practices, and deployment methodologies.
Excellent oral and written communication, presenting, meeting facilitation, negotiation, decision making, and problem solving skills.
Desired Skills
6+ years direct experience in implementing, managing and/or supporting CRM systems and related technologies.
2+ years direct experience configuring and administering solutions in Salesforce.
Salesforce Admin Certification and one other advanced certification in Salesforce or related products (e.g., Advanced Admin, Platform Developer, ascend/Affiniquest Certifications)
2+ years working in university or non-profit fundraising and alumni/constituent relations is preferred.
Experience implementing or managing an instance of Education Cloud, Kindsight ascend or Affiniquest.
Experience implementing or administering Experience Cloud, Marketing Cloud or Data Cloud; related certifications are a plus.
Project management skills and experience in managing teams
Direct, hands-on experience with software development using relevant languages (e.g. Apex, LWC) and tools (e.g. IDEs, Git, product CLIs and APIs).
Strong knowledge of data management, including data capture, queries, warehousing, segmentation, storing, cleansing, and security
Strong knowledge of CRM software quality assurance best practices and methodologies
Experience supporting sales and business development
Bachelor's degree or higher in a related field or 8+ consecutive years of relevant work history.
Additional Information
Attain Partners values your mental, emotional, and physical health and wellbeing. Our comprehensive benefits package starts on your first day of employment and includes benefits such as:
Competitive health, dental, and vision coverage, HSA and FSA accounts, life and disability insurance, fertility and family planning benefits, and employee assistance and discount programs
11 paid federal holidays and flexible unlimited time off (UTO)
Generous 401(k) matching with immediate vesting
Flexible career paths - our career tracks provide advancement, mobility, and flexibility as you continue to grow with us
A healthy environment where we value unique experiences, and care about everything that makes you, you
Attain Partners is committed to fair and equitable compensation practices. Individual base salary for this position is unique to each candidate and will be commensurate with experience, education, and skills, ranging from $90,000- $160,000. In addition to base salary, this role is eligible for an annual discretionary bonus.
Interested in this position but the compensation isn't quite right? Let us know your expectations, and we'll see if we can make it happen based on your qualifications.
Attain Partners is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Applicants have rights under Federal Employment Laws. For more Information visit EEO, EEO Poster Supplement, Family and Medical Leave Act (FMLA), and Employee Polygraph Protection Act (EPPA).
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Auto-ApplyImplementation Coordinator
Remote job
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market - to do more for clients - and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company.
The Implementation Coordinator supports the implementation efforts for self-funded employee benefit plans. This position plays a key role in assisting with both new client implementations and existing client renewals, helping ensure a smooth transition from sales to operations. The Implementation Coordinator works closely with the Implementation Manager, Account Managers, and internal teams to maintain accuracy, organization, and a high standard of service. The majority of the Implementation Coordinator's time will be spent supporting existing client renewals.
Primary Responsibilities:
Renewals Support: Receive, track, and document changes submitted by Account Managers. Ensure that internal teams are aware of changes and taking appropriate action to implement them. Open SolarWinds tickets to communicate work.
New Client Assistance: Assist in the implementation process for new self-funded employee benefit plans by supporting timelines, documentation, and communication efforts.
Project Coordination: Support the Implementation Manager in maintaining project plans in Monday.com. Help track deadlines, milestones, and deliverables across teams.
Requirements Documentation: Gather and enter key client information and requirements as directed. Ensure accuracy and consistency in all documentation.
Issue Tracking: Help monitor for any issues during the implementation phase, escalating to the appropriate team members when needed.
Quality Review: Assist with basic quality checks to confirm data accuracy and alignment with client expectations.
Administrative Support: Maintain organized records of client communications, implementation steps, and project notes.
Additional Projects: During slower periods, provide administrative and coordination support to TPA Integrations, Centers of Excellence, and operational teams.
Qualifications:
Experience: Minimum of 1-2 years of experience in an administrative, project coordination, or operations role, preferably within the healthcare or employee benefits industry.
Attention to Detail: Demonstrated accuracy in documentation and process tracking.
Organizational Skills: Strong ability to manage multiple tasks simultaneously with effective time management.
Communication: Clear and professional written and verbal communication skills.
Team Player: Willingness to take direction, collaborate across departments, and escalate issues appropriately.
Technical Skills: Familiarity with Microsoft Excel, project management tools (e.g., Monday.com), and comfort learning internal systems and processes.
Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role.
Pay Transparency$26.45-$31.25 USDBenefits:
Comprehensive medical, dental, vision, and life insurance coverage
401(k) retirement plan with employer match
Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
Paid time off (PTO) and disability leave
Employee Assistance Program (EAP)
Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business-and our society-stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.
Auto-ApplyImplementation Coordinator
Remote job
TeamBuilder is the first of its kind predictive workforce management platform built for ambulatory healthcare, and we are passionate about our rapid growth! Our solutions empower healthcare providers to enhance patient outcomes, streamline operations, and make data-driven decisions.
We are seeking an organized and detail-oriented Implementation Coordinator to support our implementation team in delivering a seamless onboarding experience for our healthcare customers. This early/mid-level role is ideal for someone looking to grow their career in SaaS implementation, healthcare technology, or customer success. This is a highly collaborative role, working closely the implementation, customer success, and product teams to align our product capabilities in direct support of customer requirements. You will play a key part in ensuring a smooth and successful onboarding experience for our healthcare customers.
***This role is FULLY REMOTE, though you MUST reside within the United States and be legally authorized to work in the United States.
Your Responsibilities:
Assist implementation team in gathering and documenting business requirements during implementation.
Support discovery sessions to understand customers' current systems, processes, and data structures.
Prepare, clean, and validate customer data for migration or integration.
Configure platform settings and parameters as directed, aligning build to documented requirements.
Support testing and validation of system configurations and data migration to ensure successful implementation.
Collaborate with internal technical and product teams to escalate complex issues or propose platform improvements.
Maintain implementation documentation and process guides; recommend improvements for clarity and efficiency.
Must Haves:
1-2 years of experience in a support, administrative, or coordinator role (internships or relevant coursework considered).
Detail-oriented, proactive, and capable of managing multiple projects simultaneously.
Strong proficiency with Excel or Google Sheets
Excellent written and verbal communication skills.
Interest in healthcare operations or SaaS platforms.
Even Better if you have:
Experience with healthcare-specific platforms (e.g., EMRs/EHRs, WFM tools, scheduling systems, Epic).
Basic knowledge of data integration tools (e.g., ETL tools) is a bonus.
Other Attributes Which Will Help You Stand Out:
Strong fit to our culture will include a mix of technical and interpersonal abilities, including curiosity, flexibility, innovation, and loyalty.
Experience with customer support and project management, preferably in a tech environment.
Actively seeks to learn (and become a Subject Matter Expert on) the TeamBuilder platform to enable product delivery and customer success.
Establish effective relationships and maintain a positive, professional attitude in all interactions with both customers and colleagues.
Additional Information:
Job Type: Full-time, Exempt
Location: Remote, must be flexible to work across time-zones.
Reports To: Chief Customer Officer; Close interaction w/ Head of Product & Data.
Compensation: Competitive salary, paid time off, medical benefits, and the potential for performance and merit bonuses.
Culture: We foster a collaborative, mission-driven culture that values innovation and prioritizes customer success.
Auto-ApplySenior Implementation Consultant, Financial Audit
Remote job
About Us:
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.
We're based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.
We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
About the Role:
As an Senior Implementation Consultant at Fieldguide, you will be an integral member of our go-to-market team, working directly with our Customer Success and greater Go-To-Market teams to make significant impacts on our customer's adoption of our platform.
Reporting into our Head of Solutions, you will provide new Fieldguide customers with seamless onboarding experiences built to maximize our customers' return on investment quickly. Our unique onboarding program, Fieldguide Accelerator, is designed to be best-in-class and prioritize quick time to value. You will be responsible for delivering this program to new Fieldguide customers.
What You'll Do:
Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization.
Guide growth. Create a plan that outlines the customer's goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
Build champions. Cultivate customer champions and grow their Fieldguide knowledge.
Advocate for the customer. Be the link between the customer and Fieldguide's Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them.
Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time.
About You:
Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must.
Hands-on experience with 3+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup. Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor.
You are a team player, and you are mission-first. You're joining a hard-working team that trusts each other deeply. We won't compromise on this.
Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight. You are able to professionally problem-solve, while juggling several customers.
Executive presence and ability to influence change. Demonstrated history of communicating effectively with customers and across internal teams.
Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight.
More about Fieldguide:
Fieldguide is a values-based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win-win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include:
Competitive compensation packages with meaningful ownership
Unlimited PTO
401k
Wellness benefits, including a bundle of free therapy sessions
Technology & Work from Home reimbursement
Flexible work schedules
Auto-ApplyData Services Senior Implementation Consultant (Remote)
Remote job
Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week in accordance with Company policy. About our Company: Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating 25 years of ground-breaking technological innovation across more than 36,000 trials and 11 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. More than 1 million users trust Medidata's seamless, end-to-end platform to improve patient experiences, accelerate clinical breakthroughs, and bring therapies to market faster. Discover more at *****************
About the Team:
The Data Services Senior Implementation Consultant help ensure that Medidata's software applications are implemented or enabled in accordance with Medidata standard business processes, meet client requirements and adhere to Good Clinical Data Management Practices. SICs also consult with our clients, provide guidance and make suggestions on how to best implement Medidata's software to provide the most value.
The SICs work with Project Managers and other functional departments during the implementation or enablement of Medidata's software applications, in addition to helping in the training, education and mentoring of colleagues. SICs are leaders of clients and internal colleagues, as well as champions of our products and processes.
Responsibilities:
* Support planning and conduct of eCOA clinical studies across the phases (I-IV)
* Provide solid Data Management expertise and guidance during decision making and/or issue resolution process
* Contribute to cross-functional expectations on data quality and data cleaning activities incorporated into the Data Management Quality Plan
* Provide ongoing data cleaning to identify issues/risks in data quality and data cleaning performance
* Support and maintain strong alliances with other functions and with CRO partners
* Discuss and design project specific technical solutions which support the data management plan
* Continuously improve Data Management service processes and data quality measures
* Deliver high quality Clean Databases
* Is a member of the client team and internal study team and lead relevant discussions
* Contributes to a transparent benchmarking of Data Management activities within function and study team
* Initiates the DTS package and contributes to the set-up and testing of the eCRF incl. Edit Checks, data listings, and reports, in close cooperation with study team
* Serves as main contact on implementation topics related to data management activities. (e.g. mentoring junior staff, training team members, leading or contributing to expert working groups)
Qualifications:
* Deep experience in clinical development, especially demonstrating expert knowledge of strategy, operations, and analytics within the Clinical R&D space
* Expertise in study planning and optimization, and knowledge across eCOA clinical development practice areas/technologies as a whole
* Demonstrated ability to drive, delegate, and deliver multiple, (manage) complex projects and projects to success
* Strong, clear communicator with ability to consult confidently; has good command of public speaking and presentation skills
* Minimum 4-year university/college degree or equivalent (analytic discipline a plus) experience with a minimum of 5years of experience
* 3+ years related eCOA experience
* 5+ years in Clinical Data Management
* Multi-year experience working with clinical trials, or equivalent combination of education and experience required.
* Prior data management or clinical trial software consulting experience preferred.
* Demonstrated experience leading and supporting project teams and meeting project timelines
As with all roles, Medidata sets ranges based on a number of factors including function, level, candidate expertise and experience, and geographic location.
* The salary range for positions that will be physically based in the NYC Metro Area is $96,000.00 - 128,000.00
* The salary range for positions that will be physically based in the California Bay Area is $101,250.00 - 135,000.00
* The salary range for positions that will be physically based in the Boston Metro Area is $94,500.00 - 126,000.00
* The salary range for positions that will be physically based in Texas or Ohio is $84,375.00 - 112,750.00
* The salary range for positions that will be physically based in all other locations within the United States is $85,000.00 to 114,000.00
Base pay is one part of the Total Rewards that Medidata provides to compensate and recognize employees for their work. Most sales positions are eligible for a commission on the terms of applicable plan documents, and many of Medidata's non-sales positions are eligible for annual bonuses. Medidata believes that benefits should connect you to the support you need when it matters most and provides best-in-class benefits, including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.
Equal Employment Opportunity:
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.
Applications will be accepted on an ongoing basis until the position is filled.
#LI-TC1
#LI-Remote
Senior Epicor ERP Implementation Consultant
Remote job
TeccWeb is an Epicor Service Partner specializing in the implementation and optimization of Epicor ERP solutions for mid-market companies worldwide. Our team consists of certified Epicor consultants with expertise in information technology, database development, program customization, SSRS, Crystal Reports, business process re-engineering, and employee training.
With our diverse skill set and collaborative approach, we help clients solve complex business challenges and maximize the value of their ERP systems. Our success is built on strong, long-term partnerships with our clients.
We are seeking experienced ERP consultants to join our growing team and support our increasing customer base.
Role and Responsabilities
As a Senior Epicor ERP Implementation Consultant, you will play a key role in ensuring the success of our clients' projects. Your responsibilities will include:
Analyzing clients' business needs and objectives to recommend tailored ERP solutions.
Configuring, testing, and deploying the Epicor ERP system based on client requirements.
Providing user training and change management support to facilitate adoption.
Drafting functional specifications for custom enhancements, integrations, and reports.
Managing and tracking project progress, including resource planning, prioritization, and deadlines.
Troubleshooting and providing technical and functional support to clients.
Assisting with data migration and integration with existing systems.
Collaborating closely with internal teams and clients to ensure seamless implementations.
Maintaining Epicor certification and continuously developing your skills.
What We're Looking For
Bachelor's degree in Computer Science, Business Administration, Accounting, or a related field.
Proven experience in Epicor ERP implementation or working in an Epicor ERP environment.
Knowledge in Epicor Kinetic 10
Epicor certification (preferred).
Strong communication and client relationship skills.
Ability to work independently while collaborating with a team.
Availability for regular travel to client sites in addition to remote work.
What We Offer
Fully remote position in Canada or USA (no relocation required).
Competitive salary, based on experience.
Comprehensive benefits package, including health, dental, disability, and life insurance.
Opportunities for career growth and ongoing training.
Join TeccWeb and be part of a team of experts working on exciting projects!
Auto-ApplyImplementation Coordinator
Remote job
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts-like leases, prepaids, and accruals-that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
Solve the Problems That Matter Most
We are looking for an Implementation Coordinator to join our Professional Services team. This role is responsible for getting clients onboarded and adopting the FinQuery application after the purchase order is signed. Implementation Coordinators will walk clients through FinQuery's on-boarding process, ensure that the project timeline is adhered to, and be a focal point for information flowing to and from the client. As the point of contact during on-boarding, this role is critical in ensuring that clients have a great first impression of our application and can start utilizing it as quickly as possible.
How You'll Make an Impact:
* Manage customer-facing project services
* Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
* Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
* Initiate, plan and design project timelines based on client specifics and the availability of internal resources
* Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
* Support development of business cases with the customer team, including solutions estimates
* Communicate project status and milestones to the client in a consistent and effective manner
* Manage customer relationships as well as the project team and internal experts
* Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
* Use Salesforce and Monday to track project milestones and client interactions
* Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues.
* Ensure client satisfaction and product/service adoption
* Conduct all business in accordance with FinQuery policies and procedures
* All other duties as assigned
The Expertise You'll Bring:
* Strong written and verbal communication skills
* Must have strong organizational skills and be detail oriented.
* Project management experience preferred
* Developing experience with Salesforce, MS Office, and G-Suite
* Demonstrated customer service skills
Bonus Points If You Have:
* 1-2 years of client facing experience preferred
* 1-2 years of experience of working with a high growth or SaaS company
* 4-year college degree or equivalent experience
$52,631 - $81,462 a year
The base pay range for this position is $52,631-81,462. Please note: The final salary for this position will be determined in FinQuery's sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant's skills, qualifications for the role, job-related knowledge, work experience, and FinQuery's business and other operational considerations.
Benefits
For Your Growth & Career:
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
For Your Financial Well-being:
401(k) plan with employer matching
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
About Us
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization's largest areas of spend-including leases, prepaids, and accruals.
Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Sr. Acumatica Implementation Consultant - Remote
Remote job
If you're energized by understanding how businesses operate and helping them work smarter through technology, this role is for you. We're looking for a Sr. Acumatica Implementation Consultant who brings strong business insight and a consultative mindset-someone who can see beyond system configuration to truly understand a client's goals, challenges, and opportunities. This is a role for a communicator, problem solver, and trusted advisor who enjoys making an impact through both strategy and execution.
Key Responsibilities
Lead end-to-end Acumatica ERP implementations, including discovery, requirements gathering, system configuration, testing, and go-live support.
Conduct in-depth business process reviews with clients to understand their operational goals, pain points, and workflows.
Translate complex business requirements into practical, scalable solutions within Acumatica and integrated applications.
Serve as a trusted advisor to clients, providing recommendations for improving operational efficiency, reporting, and overall business performance.
Facilitate client workshops and training sessions to promote effective system adoption and long-term success.
Support clients through data migration, including data validation, cleansing, and import processes.
Configure integrations with third-party applications to enhance ERP functionality.
Develop reports and dashboards that deliver meaningful insights into key business metrics.
Provide post-implementation support, guidance, and optimization as clients grow and evolve.
Professional Expectations
Maintain high standards of client communication, professionalism, and responsiveness.
Manage multiple concurrent projects and tasks while meeting deadlines and deliverable expectations.
Log and document project activities accurately and consistently.
Collaborate with project managers and internal teams to ensure alignment on project scope, timelines, and outcomes.
Continue developing Acumatica product expertise through ongoing certification and learning.
Skills and Qualifications
Exceptional communication and interpersonal skills, with the ability to connect confidently with both executives and end users.
Strong business acumen and understanding of accounting principles, financial statements, and operational workflows across industries such as distribution, manufacturing, construction, or services.
Demonstrated ability to analyze and solve complex business challenges with technology-driven solutions.
Proficiency in Microsoft Office 365 (Excel, Word, Outlook, Teams, SharePoint). Experience with SQL or data querying a plus.
Organized, detail-oriented, and able to manage competing priorities independently.
Experience and Education
3+ years of experience implementing, consulting on, or supporting Acumatica ERP.
Prior experience in business management, consulting, or operations leadership strongly preferred.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field (Master's degree preferred).
Current Acumatica Certified Business Consultant credential; additional certifications are a plus.
Lead Resource Implementation Analyst (Hybrid)
Remote job
The California Independent System Operator (ISO) manages the flow of electricity across the high-voltage, long-distance power lines that make up 80 percent of California's power grid. We safeguard the economy and well-being of 30 million Californians by operating the grid reliably 24/7.
As the impartial grid operator, the California ISO opens access to the wholesale power market that is designed to diversify resources and lower prices. It also grants equal access to 25,865 circuit-miles of power lines and reduces barriers to diverse resources competing to bring power to customers.
The California ISO's function is often compared to that of air traffic controllers. It would be grossly unfair for air traffic controllers to represent one airline and profit from allowing that company's planes to go through before others. In the same way, the California ISO operates independently-managing the electron traffic on a power grid we do not own-making sure electricity is safely delivered to utilities and consumers on time and reliably.
The California ISO is committed to the health, safety and work/life integration of its employees and is proud to offer flexible work arrangements. This position would be eligible to participate in a hybrid work capacity.
Relocation assistance is available.
Job Description
Under the general direction of the Manager, provides guidance and expertise on the analysis of complex problems and recommends appropriate solutions related to implementing market participant transmission and generation assets into the ISO market. Collaborates and communicates with internal team members as well as external entities to resolve issues related to the asset implementation processes. Facilitates meetings, communicates deadlines, clarifies engineering and modeling requirements, and identifies and resolves issues for a successful implementation. Develops, reviews and revises business and software requirements to ensure applications and tools meet business needs. Uses subject matter expertise to implement processes, procedures and controls to ensure adherence to Tariff, regulatory contracts, and relevant industry standards. Provides mentoring and guidance to less experienced department staff or other internal staff.
PRINCIPAL DUTIES AND RESPONSIBILITIES
* Serves as the subject matter expert to guide external entities through resource management and modeling activities, including interconnection implementation, full network model maintenance, resource and entity maintenance, energy data acquisition, and associated business processes and procedures. Leads collaboration with internal and external resources to coordinate solutions and resolve issues as required.
* Represents the department on specific ISO initiatives, projects and in external working groups. Provides input and participates in applicable meetings, and develops necessary requirements and processes to support successful initiative and project implementation.
* Serves as the subject matter expert for market participant asset implementation software systems. Develops, documents and updates business requirements to ensure efficient business operations following the software development process.
* Leads internal teams to analyze business processes and procedures. Recommends enhancements to improve efficiency or capabilities as required in accordance with the ISO tariff, customer needs and current initiatives and projects.
* Performs data analysis, and develops reports and specifications to support communication and business needs.
* Provides guidance, sets daily work assignment priorities for staff as needed. Identifies staffing needs and mentors, coaches and trains staff to optimize the team. Provides feedback to management regarding staff performance in support of the performance evaluation process. May participate in department hiring activities such as interviewing and providing feedback on candidates' technical qualifications.
* May function as a Department Manager and is accountable to Manager for actions taken in Manager's absence. May be granted additional supervisory authority based on department needs and/or consistent with departmental succession planning
Qualifications
Level of Education and Discipline:
A Bachelor's degree (BA, BS) or equivalent education, training, or experience in Engineering, Business or related field. Master Degree preferred.
Amount of Experience:
Equivalent years of education and training, plus six (6) or more years related experience.
Certifications:
Six sigma training desired.
Type of Experience:
Experience managing projects through multi-departmental processes. Experience writing business requirements and processes to support the design and implementation of complex, integrated IT systems is preferred. Experience in the energy or electric utility industry, and knowledge of resource modeling, plant data communications, and related State and Federal regulations associated with generation and transmission assets is desirable. Experience performing work associated with an independent system operator (ISO) organization in operations or equivalent experience is desirable.
Additional skills and abilities:
Demonstrates fundamental management and leadership skills with the ability to work effectively in a team environment as a leader, facilitator and team member. Ability to provide practical and feasible solutions to problems, keeping multiple conflicting considerations into account. Excellent interpersonal, communication, and writing skills required. Excellent analytical skills are required, including the ability to effectively communicate complex technical materials and concepts in a non-technical manner. Must be able to handle a dynamic and changing work environment, and work independently. Strong computer skills in Microsoft Office Suite. Self-motivated, problem solving skills and the ability to influence others without direct authority.
Must be able to express technical concepts in a non-technical manner.
Proficiency in MS Office (including Excel, Access, Word, Visio, PowerPoint) and relational databases is required. Ability to understand and maintain SQL scripts or similar software code and algorithms, including code written by others, and utilize software tools such as TOAD and SQL plus is desirable.
Additional Information
The pay range for the Lead Resource Implementation Analyst is $57.58 - $95.97 per hour.
Application Specialist
Remote job
Required Education/Experience/Specialized Skills\: Five years related experience. Excellent critical and analytical thinking and excellent customer service skills. Exhibit excellent written and verbal communication skills. Expert knowledge of relevant application workflows. Excellent organizational and project management skills. Business acumen in multiple functional areas.
Required Certification/Registration\: Specific to applications supported. Must currently hold an active Epic Beaker AP or CP certification
Preferred Education/Experience/Specialized Skills/Certification\: Certification\: Bachelor's degree. 7 years of related experience
Work Location Eligibility
This position is remote, but only open to candidates who reside in\: San Diego Metropolitan Area or one of the following U.S. states:
AL, AR, AZ, DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, RI, SC, SD, TN, TX, UT, VA, VT, WI, WV, WY
Applicants outside these locations will not be considered at this time.
Candidates who reside in the approved U.S. states would be considered Out of Area (OOA) and Scripps Health partners with professional employer organization (PEO) Superlanet.
Expert on assigned application. Acts independently to lead cross functional, integrated team to create performance improvements across multiple domains. Translates business requirements into operational solutions. Proactively evaluate technical enhancements and consults with business to provide solutions to technical or process issues, guiding to best practices. Provides guidance, trains and develops the skills of less experienced IT staff.
This position is based in La Jolla, CA, and is offered as a remote opportunity. Candidates must reside within the San Diego metropolitan area or in one of the approved out-of-area (OOA) states listed below under Work Location Eligibility. This role is supported through Scripps Health's partnership with Superlanet, a professional employer organization (PEO).
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