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Consultant, Customer Success - EHR platform
QualifactsConsultant helping behavioral health organizations optimize EHR platforms with a focus on clinical and operational performance. Collaborating cross-functionally to ensure effective implementation and user adoption.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in EHR system optimization, customer success, and consulting within the behavioral health and healthcare technology sectors. Capable of delivering high-impact consulting engagements, developing actionable recommendations, and ensuring alignment with customer needs and operational performance.
Highest-signal resume keywords
EHR System OptimizationCustomer Success ManagementConsulting Engagement DeliveryWorkflow AnalysisBehavioral Health Industry Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
EHR Application SoftwareWorkflow AssessmentProject PlanningSystem OptimizationData AnalysisPerformance Metrics TrackingConsultingImplementationTrainingSupport
Soft Skills
Effective CommunicationCustomer ServiceAnalytical ThinkingCollaborationAccountability
Tools & Technologies
Microsoft OfficeVirtual Meeting PlatformsAI AssistantsCollaboration ToolsCustomer-Facing Presentation Materials
Industry Keywords
Healthcare TechnologyBehavioral HealthHuman ServicesClinical WorkflowsBilling ProcessesCompliance Requirements
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Associate degree required; bachelor’s degree preferred; equivalent related experience may be considered in lieu of degree
- Extensive experience in the behavioral health, human services, or healthcare technology industry, including strong understanding of complex agency operations, clinical workflows, billing processes, and compliance requirements
- 5–7 years of directly related experience in customer success, consulting, implementation, training, support, operations, or EHR system optimization
- Prior experience with enterprise EHR application software, including design, configuration, workflow analysis, implementation, support, training, consulting, or optimization
- Strong proficiency with Microsoft Office, virtual meeting platforms, AI assistants, collaboration tools, and customer-facing presentation materials
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Professional development opportunities