Practice Consultant I

PerfectServe

Practice Consultant responsible for custom workflow design with PerfectServe's healthcare communication tools. Collaborating with practices to enhance clinical communications and scheduling.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in configuring workflow solutions and providing technical support within the PerfectServe platform, while effectively engaging with customers to understand their communication needs. Strong proficiency in Microsoft Office tools enhances the ability to execute quality assurance and training for users.

Highest-signal resume keywords

PerfectServe Platform ConfigurationCustomer EngagementTechnical SupportMicrosoft Office ProficiencyQuality Assurance Execution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow DesignConfiguration StandardsTesting ProtocolsQuality AuditsAccount ManagementProject ManagementBusiness AnalysisUser TrainingApplication AdjustmentsSchedule Management

Soft Skills

Excellent Communication SkillsProblem SolvingOrganizational SkillsTime ManagementAdaptability

Tools & Technologies

SFDCSmartSheetMicrosoft ExcelMicrosoft VisioMicrosoft WordMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

Clinical CommunicationsOutpatient ProjectsCustomer Facing RoleConsultingService Role

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Implement custom, elegant workflow designs to best meet the need of our customers and help better streamline all clinical communications.
Engage & build fast rapport with customers, such as Practice Managers and Providers.
Build users, schedules and workflow rules within the PerfectServe platform.
Provide technical support, occasionally onsite, and make the appropriate user application adjustments during new customer go lives.
Monitor and make the necessary user and schedule application changes for PerfectServe’s synced applications.
Execute testing protocols.
Contribute to configuration standards best practices and
Execute the company’s configuration quality assurance
Serve as lead consultant for all types of outpatient projects
Work with physician offices to understand their communication requirements and apply PerfectServe’s technology in ways that deliver the best possible outcome for them
Configure workflow solutions
Conduct practitioner, practice manager and support staff training
Execute regular quality audits (design and configuration)
Provide remote go-live support
Manage account stages in SFDC and SmartSheet

Requirements

What you’ll need

2+ years’ work experience in a customer facing, consulting, account manager, project manager, business analyst and/or other service role
Ability to work closely with peers and team members in a collaborative manner
Adaptable
Strong Microsoft Office proficiency with Excel, Visio, Word, PowerPoint and Outlook
Excellent written and verbal communication skills
Problem solving and reasoning skills with both configuration and communication
Strong organizational skills
Strong time management skills
Excellent attention to detail
The ability to thrive in a fast-paced environment
Honest and impartial

Benefits

Comp & perks

Remote first work environment
Health, Dental, Vision, Life and Disability Insurance options available day one.
401K - with match and immediately vested.
17 company holidays, 2 floating holidays plus competitive paid time off policy
Internal Advancement Opportunities