Implementation Specialist

hace 2 semanas

San Francisco, Heredia, Costa Rica Tebra A tiempo completo

About the Role:


As an Implementation Specialist, you will be the point of contact for new customers, assist successfully configuring the account and ensure the smooth adoption of our products.

Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.


Your Area of Focus:

  • Act as a "project manager" and single point of contact owning the customer's success during this critical time in the customer's lifecycle and will assertively drive action to ensure that success
  • Onboard our new customers to the Kareo platform. This is a highimpact role that will make a meaningful difference in customer loyalty and success
  • Conduct requirements gathering and customer needs analysis and utilize tailored onboarding plans that fits the customer's profile
  • Map customer needs to available solution sets
  • Create appropriate project materials and artifacts to track and communicate out project status
  • Effectively collaborate internally to leverage resources to ensure the customers success
  • Help establish and continually refine Best Practice implementation process and procedures
  • Provide superior customer service when engaging with the client
  • Provide easy and clear instructions during one on one training sessions, follow up calls and ondemand requests
  • Effectively work with customers to up sell additional products and services that add value to our customers that will help them achieve their desired business goals and outcomes

Your Professional Qualifications:

  • Experience specifically in business to business SaaS environments in a project management or customer success role
  • Several years of customer facing experience leading implementations of software solutions
  • Strong project management experience and organizational skills
  • Ability to plan, execute and control a project, establishing realistic estimates and reporting metrics
  • Excellent communication skills
  • Strong negotiation, conflict resolution and influencing skills
  • Strong multitasking, results oriented skills
  • Ability to work in a fastpaced environment

About Tebra:

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being.

While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra.

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we're building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

Our Values:

Start with the Customer:

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple:

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial:

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together:

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success:

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits:


To assist with all of life's needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount We also offer a number of resources to help you keep your mind and body healthy.

Check out obe Fitness for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.


#LI-SS1 #LI-Hybrid

  • Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status._

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