Accusource Consulting

General

• Manage day-to-day inquiries, work in progress (queues)
• Work with vendors including collection sites to ensure donors have what they need to complete their tests.
• Handle client supply orders (Oral supplies)
• Ensure Drug and Occupational Health results are being reported correctly.
• Ensure client billing is being captured for 3rd party collections.
• Other duties as assigned

Drug and Occupational Health Specialist

Implementation Specialist

• Own the implementation approach for assigned client-facing solutions.
• Build clear implementation processes, templates, checklists, discovery guides, launch plans, training materials, and handoff standards.
• Define what a successful client launch looks like.
• Establish clear launch readiness criteria before a client goes live.
• Track implementation status, risks, open items, client readiness, and internal dependencies.
• Identify where implementation work can be standardized, simplified, or improved.
• Help determine future implementation team needs as client demand grows.
• Lead client implementations from kickoff through go-live and early adoption.
• Serve as the main implementation owner and escalation point during launch.
• Manage project scope, timelines, milestones, risks, dependencies, and client responsibilities.
• Lead kickoff calls, discovery sessions, workflow reviews, status meetings, training sessions, and launch readiness reviews.
• Keep clients and internal teams aligned through clear communication.
• Manage multiple client launches at the same time without losing detail or follow-through.
• Ensure client expectations are clear before, during, and after implementation.
• Lead discovery sessions to understand client goals, current processes, user roles, workflow needs, data needs, reporting needs, and launch success criteria.
• Translate client requirements into clear implementation steps and configuration decisions.
• Help clients align to recommended workflows while documenting where client-specific setup is needed.
• Identify process gaps, edge cases, and launch risks early.
• Document decisions, requirements, open questions, and handoff items clearly.
• Oversee client setup, including users, roles, permissions, workflow settings, forms, templates, notifications, dashboards, documents, and related configuration.
• Create quality checks to reduce configuration errors and launch issues.
• Validate setup against client requirements and internal standards.
• Build and manage test plans before launch.
• Coordinate client testing and track defects, questions, and changes.
• Confirm that key workflows are tested from both admin and end-user perspectives before go-live.
• Coordinate data readiness, data mapping, data validation, imports, user lists, employee records, locations, departments, job structures, templates, documents, and related setup items.
• Support clients transitioning from prior HR, workforce, onboarding, screening, or employee record systems by helping define what data needs to move, how it should be structured, and how it should be validated before launch.
• Work with internal technical teams and client stakeholders on approved integrations, data exchanges, user provisioning, SSO, SFTP, APIs, or other supported connection methods.
• Track technical requirements, migration risks, data gaps, blockers, and decisions.
• Help troubleshoot setup, access, data, workflow, and integration issues during implementation.
• Escalate technical blockers when needed while continuing to own client communication and project progress.
• Help distinguish between system defects, configuration issues, process gaps, data quality issues, training gaps, and client readiness issues.
• Design and deliver role-based training for client administrators, managers, operational users, and other stakeholders.
• Build training materials, quick-reference guides, client communication templates, and implementation documentation.
• Help clients understand how to use the solution and how to make it part of their daily process.
• Lead launch-day support and early post-launch support.
• Monitor adoption risks, client questions, workflow friction, and training gaps after launch.
• Ensure a clean handoff to Client Success and Account Management.
• Work with Product to share client feedback, recurring implementation issues, product gaps, and improvement opportunities.
• Work with Engineering and technical teams to clarify requirements and resolve launch blockers.
• Work with Operations to make sure implemented workflows can be supported after launch.
• Work with Client Success and Support to ensure clients are transitioned smoothly after go-live.
• Work with Sales when needed to clarify implementation scope, timelines, and client expectations before launch.
• Work with Compliance when implementation decisions involve sensitive data, documentation, screening workflows, or regulated processes.

Drug and Occupational Health Specialist

Senior Implementation Consultant