Steer Health

Implementation Specialist

• Own end-to-end implementation delivery for assigned clients, from kick-off through go-live and hypercare
• Lead technical integration workstreams including EHR connectivity, HL7/FHIR data exchange, and workflow configuration via Steer Studio and Mirth Connect
• Maintain detailed project plans, risk logs, and status reports; proactively surface and resolve blockers
• Serve as the primary point of contact for client stakeholders (IT, clinical operations, C-suite) throughout the implementation lifecycle
• Coordinate cross-functionally with Engineering, Product, and Customer Success to ensure seamless handoffs and issue resolution
• Manage 10+ concurrent implementations without letting quality slip
• Contribute to and maintain implementation playbooks, onboarding templates, and lessons-learned documentation
• Participate in weekly operating cadences with clear metrics, accountability, and issue resolution
• Track and report key implementation KPIs — time-to-go-live, adoption rates, integration success rates — to leadership weekly
• Travel to customer sites as needed to lead implementation workshops, executive stakeholder meetings, end-user training, and go-live support activities
• Serve as Steer's onsite implementation lead during key project milestones and customer launches
• Build trusted relationships with client stakeholders through both virtual and in-person engagement.

Implementation Manager

Customer Success Manager

• Support sales hand-off, customer onboarding and implementation activities
• Help customers adopt and maximize value from Steer’s platform
• Monitor customer requests and ensure timely follow-up
• Coordinate across Customer Success, Product and Engineering teams
• Document customer feedback and identify trends
• Assist with customer training and education initiatives
• Help maintain customer health metrics and reporting
• Participate in customer meetings and learn account management best practices
• Identify opportunities to improve customer experience and internal processes
• Jump in wherever needed, because startup life requires flexibility and teamwork

Customer Success Associate

Sales Development Rep

• Execute outbound prospecting via phone, email, and LinkedIn
• Target ambulatory healthcare providers and multi-site medical groups
• Identify trigger events such as:
• staffing changes
• expansion or new locations
• operational strain in scheduling or access
• Qualify prospects based on:
• ICP fit
• business problem
• buyer persona alignment
• Book meetings that convert into real pipeline opportunities
• Partner closely with Account Executives on handoff quality
• Maintain accurate activity tracking in CRM
• **Performance Expectations **
• Consistently generate 10-15 qualified meetings per month
• Maintain high daily activity levels (calls, email, LinkedIn)
• Drive strong conversion from meeting → qualified opportunity
• Demonstrate ability to identify real business problems early in conversations

Sales Development Representative

Account Executive

• Own the full sales cycle from initial outreach through close
• Manage a pipeline of 10–20+ active opportunities simultaneously
• Run structured discovery focused on:
• call volume and abandonment
• scheduling inefficiencies
• staffing constraints
• after-hours revenue leakage
• Quantify ROI using customer-specific data (not generic assumptions)
• Deliver workflow-based demos (not feature walkthroughs)
• Drive deals forward through clear customer-owned next steps
• Maintain strict pipeline discipline in CRM
• Partner with leadership and technical resources to close deals efficiently