Qualifacts

Customer Success Manager

• Design, scope, and deliver high-impact consulting engagements that help customers maximize the value of Qualifacts’ EHR platforms and improve operational performance
• Lead discovery, workflow assessment, system optimization, project planning, execution, and closeout activities for onsite and remote consulting engagements
• Develop clear recommendations, project plans, and customer-facing deliverables that translate operational needs into practical system, workflow, and adoption improvements
• Track, analyze, and report on customer satisfaction metrics, engagement outcomes, and consulting performance indicators to support continuous improvement
• Support non-recurring professional services revenue goals by accurately scoping work, tracking progress, and reporting results to Finance and leadership stakeholders
• Serve as a consultative subject matter expert for Customer Success, Product, Support, Training, Implementation, Sales, and Account Management teams in support of customer outcomes and strategic initiatives
• Ensure consulting offerings remain consistent, scalable, and aligned to customer needs, market expectations, product capabilities, and retention goals
• Partner cross-functionally to analyze product changes, operational impacts, customer needs, and enablement requirements that inform documentation, training, and best-practice guidance
• Communicate effectively with customers and internal stakeholders, including executive, operational, clinical, billing, and technical audiences
• Deliver outstanding service to internal and external customers through responsive communication, thoughtful analysis, and accountable follow-through
• Perform other duties as assigned.

Consultant, Customer Success - EHR platform

Project Manager

• Manages full implementation project life cycle from kick-off preparation through implementation completion and transition to support for small to mid-range projects
• Manages customer relationships and expectations through regular touchpoints, distribution of status briefings and onsite meetings
• Interfaces with customer staff across levels and departments throughout project lifecycle
• Influences customer attitudes, behaviors, and intentions throughout every phase of the implementation process, ensuring alignment, adoption, and long-term success
• Ensures that all projects are executed properly maintaining customer satisfaction, along with attaining desired outcomes in cost, quality and delivery timeframes
• Tracks project timelines updating the team with status reports in order to meet and exceed projected metrics
• Works with management to determine resource management, project plans, and risk assessment in order to keep the customers on target
• Works closely with cross-functional teams to resolve project issues in order to optimize results while minimizing project costs
• Partners with diverse departments such as Sales, Product, Sate reporting, and RCMS to drive alignment, streamline workflows, and achieve shared project goals
• Builds productive internal/external working relationships to resolve mutual problems by collaborating on procedures or transactions
• Focuses on providing standard professional advice and creates initial reports/analyzes for review by experienced team professionals
• Focuses on providing standard project guidance based on platform implementation methodologies and creates initial reports/analyzes for review by management

Project Manager – EHR Implementation

Consultant

• Provide software or solution demonstrations to existing customers (on-site and off-site).
• Setup, configure, and maintain demonstration database(s).
• Conduct appropriate research and analysis on customer needs and state requirements to appropriately tailor product conversations and demonstrations.
• Consult with staff at all levels of the organization (C level, Director level and End User) to drive needs analysis and answer product-related questions, technical questions and process questions.
• Support the sales process through other marketing efforts (i.e., trade shows) as needed.
• Develop and regularly update demonstration materials (internal, external, and client-specific).
• Participate in customer user groups and product advisory boards as a technical expert and Product SME.
• Liaison with other internal departments (i.e., help desk, product, projects, quality assurance/testing, implementation services) as needed to ensure sales demo/implementation objectives are in current alignment with product evolution/customer needs.
• Map customer requirements to new features or upgrades to help identify gaps and new capabilities that will need to be addressed in the demonstration and implementation stages.

Solution Consultant – Customer Expansion

Revenue Operations

• Responsible for providing oversight of a customer's revenue cycle relationship and acting as the advocate for the customer in the relationship with Qualifacts.
• Serve as the primary point of contact for RCM clients, managing their accounts, driving client engagement, and delivering top-notch service.
• Building and maintaining strong, long-lasting relationships with clients.
• Proactively managing a portfolio of RCM client accounts.
• Collaborating with cross-functional teams to ensure a smooth and efficient onboarding process for new RCM clients.
• Continuously monitoring key performance indicators (KPIs) and financial metrics for clients.
• Regularly communicating with clients to provide updates on their account status and gather feedback.

Revenue Cycle Relationship Manager – EHR Platform

Accountant

• Supports key accounting and financial reporting functions to ensure accuracy, compliance, and efficiency
• Contributes to the monthly close process, maintains critical financial records
• Supports audits and tax activities
• Partners with internal teams to uphold strong financial controls and reporting standards
• Collaborates effectively across departments to ensure accurate financial reporting, alignment on accounting processes, and timely resolution of issues
• Completes all estimated tax, extensions, and sales & use tax payments & returns timely

Senior Accountant

Social Media Manager

• Rapidly create short-form video content in a TikTok-native style for platforms such as LinkedIn and YouTube Shorts
• Edit videos using tools like Premiere Pro, Final Cut, CapCut, After Effects, or similar
• Translate trending video formats and storytelling styles into professional, brand-safe B2B content
• Collaborate with marketing, product, and partnerships teams to turn content into engaging videos
• Assist with basic filming (smartphone or camera), lighting, framing, captions, and motion graphics
• Write or adapt short captions, titles, and hooks optimized for social engagement
• Help manage content calendars and coordinate posting schedules
• Track and report on basic performance metrics (views, engagement, completion rates)
• Continuously experiment, test formats, and bring creative ideas to the table.

Social Media Video Content Creator Intern

Implementation Specialist

• Assess clinical practices, state reporting, and patient treatment requirements; develop collaborative solutions and present recommendations
• Lead new customer implementations from kickoff through go-live, ensuring a smooth and efficient process
• Resolve client inquiries promptly, maintaining ownership through resolution
• Maintain project documentation and communicate updates via agendas, minutes, and project management tools
• Build and sustain positive, productive relationships with customers and internal teams
• Apply consultative techniques to identify configuration requirements and implement best practices
• Review and validate software configurations with customer implementation teams
• Ensure quality of configured features and prepare customers for effective end-user training
• Complete product training and demonstrate adaptability across multiple EHR platforms
• Creatively resolve and assess a wide range of issues, suggesting alternative approaches as needed
• Document and track all customer state and reporting requirements to ensure compliance
• Record all customer interactions in CRM according to established standards
• Participate in on-site visits as needed to gather data and understand workflows