Implementation Specialist

We’re seeking an Implementation Specialist (Entry-Level) to own customer onboarding, configuration, and Zoom-based training for Medsender. You’ll guide new customers from kickoff to go-live by translating real clinic workflows into Medsender setups, leading live trainings, and ensuring teams are confident using the product. This is a full-time, salaried (40 hrs/week) position and a great fit for someone who is proactive, detail-oriented, and excited to learn quickly in a fast-moving startup environment.

This role is not a support queue or call-center environment. It’s a high-ownership position with close collaboration across Customer Success, Product, and Engineering, and strong growth potential over time.

Own customer implementations end-to-end: manage onboarding from kickoff through go-live, including timelines, action items, and stakeholder coordination.

Configure customer workflows: set up permissions, routing rules, queues, templates, and customer-specific settings to match real-world clinic operations.

Implement referral workflows: map intake, triage, routing, follow-up, and status tracking into Medsender for efficient referral operations.

Support EHR-related workflows and integrations (as applicable): coordinate requirements, assist with testing and validation, and ensure go-live readiness.

Lead Zoom trainings and enablement: run live trainings for front desk staff, referral coordinators, and clinical teams; tailor sessions to user roles and workflows.

Document and communicate implementation needs internally: when issues require deeper investigation, escalate with clear detail (context, expected vs actual behavior, steps tried, screenshots, customer impact, and urgency).

Improve implementation playbooks and resources: create and maintain checklists, guides, and training materials to make onboarding faster and more consistent over time.

Operate in a HIPAA-aware environment: handle sensitive information appropriately and follow minimum-necessary practices.

Excellent verbal and written communication—you can lead Zoom sessions confidently and explain workflows clearly to non-technical users.

Strong attention to detail and a structured approach to project execution and problem-solving.

High ownership and follow-through: you take responsibility for driving implementations to a successful go-live.

Prior customer-facing experience (implementation, onboarding, support, operations, campus role, hospitality/retail, internships) is a plus, but we welcome exceptional new grads with evidence of grit, organization, and fast learning.

Experience onboarding/training users or running live sessions (Zoom, workshops, tutoring, etc.).

Comfort with basic technical concepts like integrations, data mapping/CSVs, or troubleshooting SaaS settings (not required).

Familiarity with healthcare workflows (referrals, prior auth, lab results, scheduling, intake) or working with clinical/admin teams.

Work on a product customers rely on daily—and see your impact immediately.

Learn quickly in a high-growth environment with meaningful ownership.

Competitive compensation, benefits, and a flexible work environment.

Clear growth paths over time into Implementation Lead, Customer Success, Product Ops, Solutions, or more technical roles.