Implementation Specialist, CMMC

🏢 Summary: The Implementation Manager leads end-to-end client implementations across PBM and healthcare navigation service lines, owning project delivery from kickoff through transition to steady-state support. The role manages cross-functional teams, client communication, risk mitigation, data integrations, and documentation while ensuring seamless launches. It also incorporates AI-enabled workflows to enhance reporting, documentation, and implementation efficiency. 🗂️ Requirements: Bachelor's degree in Business Administration, Healthcare Management, Information Technology or related field (or equivalent experience), 2-5 years of project management experience in healthcare navigation or healthcare IT implementation, Strong knowledge of PBM and/or healthcare navigation industry practices and regulations, Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers, Ability to manage multiple complex projects simultaneously, Proficiency in project management tools (Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce or similar), Experience setting up data feeds, Strong analytical and problem-solving skills, Excellent written and verbal communication skills, Familiarity with AI productivity tools 📃 Skills: Smartsheet, Monday.com, MicrosoftProject, Jira, Salesforce, Excel, AI, DataIntegration, ProjectManagement 🏢 Description: ABOUT THE ROLE: The Implementation Manager is responsible for leading end-to-end client implementations across PBM and/or Navigation service lines. This role owns the full lifecycle from kickoff to successful transition into ongoing client success, driving timelines, coordinating cross-functional teams, managing client expectations, and ensuring every implementation is executed with precision and care. As an Implementation Manager, you are often the first real experience a client has with the services. This entails arriving prepared, engaging in proactive communication, and addressing risks before clients become aware of them. You will collaborate closely with Client Success, Navigation Operations, Service Delivery, Data Engineering, Data Operations, and other internal teams to ensure that every client launch proceeds seamlessly, even if challenges arise. WHAT YOU'LL DO: Project Planning and Execution - Own end-to-end project management for multiple concurrent client implementations across PBM and/or Navigation service lines. - Develop and maintain detailed project plans, milestone-tracking, and change-control procedures. - Facilitate kickoff meetings, regular status calls, and cross-functional coordination to keep implementations on schedule. - Manage the transition from implementation state to steady-state client success with thorough handoff documentation. Client and Stakeholder Management - Serve as the primary point of contact for clients throughout the implementation phase. - Set and manage client expectations with clear, proactive communication on project status, risks, and next steps. - Provide Commercial and Client Success teams with implementation support, including direct coordination with client contacts and third-party vendors. - Provide ongoing internal stakeholder support as the subject matter expert for implementation, offering best practices and historical context as needed. - Conduct post-implementation reviews and lessons-learned sessions to drive continuous improvement. Risk Management and Problem Solving - Proactively identify implementation risks and develop mitigation strategies before they become client-impacting issues. - Monitor project progress across workstreams and make real-time adjustments to keep timelines intact. - Escalate and report critical milestones, blockers, and client satisfaction indicators to leadership. Documentation and Reporting - Document business requirements, project plans, and implementation decisions with a high standard of accuracy. - Prepare and present clear status reports and performance updates for internal leadership. - Ensure all implementation artifacts are maintained for compliance, audit, and future reference. Technical Proficiency - Set up data integrations with benefit administrators, TPAs, EPOs, carriers, and more. - Work closely with the data and engineering team to improve systems and processes used during the implementation process. - Provide ongoing internal and external technical support on implementations in-flight and provide historical support as needed. AI-Enabled Workflows - Actively incorporate AI tools into daily workflow, from project documentation and status reporting to client communication drafting and data summarization. - Contribute to evolving AI adoption in implementation workflows and share learnings and best practices with the broader team. - Leverage AI-assisted tools to synthesize complex implementation data, accelerate documentation tasks, and surface risks earlier in the project lifecycle. WHO YOU ARE: - Bachelor's degree in Business Administration, Healthcare Management, Information Technology, or a related field (or equivalent experience). - 2-5 years of project management experience, preferably in healthcare navigation or healthcare IT implementation. - Strong understanding of PBM and/or healthcare navigation industry practices, workflows, and regulatory considerations. - Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers. - Strong analytical and problem-solving skills with sharp attention to detail. - Demonstrated ability to manage multiple complex projects simultaneously in a fast-paced environment. - Excellent communication skills, written and verbal. - Proficiency in project management tools such as Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce, or similar platforms. - Technical proficiency in setting up data feeds and Excel experience. - Familiarity with AI productivity tools and interest in incorporating them into operational workflows. COMPENSATION: $100,000-125,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: The Implementation Manager leads end-to-end client implementations across PBM and healthcare navigation services, owning project delivery from kickoff through transition to client success. The role focuses on managing cross-functional teams, coordinating data integrations, mitigating risks, and ensuring seamless client launches. It combines project management, healthcare domain expertise, and technical data integration capabilities with AI-enabled workflow optimization. 🗂️ Requirements: Bachelor's degree in Business Administration, Healthcare Management, Information Technology or related field (or equivalent experience), 2-5 years of project management experience in healthcare navigation or healthcare IT implementation, Strong understanding of PBM and/or healthcare navigation industry practices and regulatory considerations, Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers, Ability to manage multiple complex projects simultaneously, Proficiency in project management tools (Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce or similar), Experience setting up data feeds and integrations, Strong analytical and problem-solving skills, Excellent written and verbal communication skills, Familiarity with AI productivity tools and applying them in workflows 📃 Skills: Smartsheet, Monday.com, MicrosoftProject, Jira, Salesforce, Excel, AI, DataIntegration, ProjectManagement, PBM, HealthcareIT 🏢 Description: ABOUT THE ROLE: The Implementation Manager is responsible for leading end-to-end client implementations across PBM and/or Navigation service lines. This role owns the full lifecycle from kickoff to successful transition into ongoing client success, driving timelines, coordinating cross-functional teams, managing client expectations, and ensuring every implementation is executed with precision and care. As an Implementation Manager, you are often the first real experience a client has with the services. This entails arriving prepared, engaging in proactive communication, and addressing risks before clients become aware of them. You will collaborate closely with Client Success, Navigation Operations, Service Delivery, Data Engineering, Data Operations, and other internal teams to ensure that every client launch proceeds seamlessly, even if challenges arise. WHAT YOU'LL DO: Project Planning and Execution - Own end-to-end project management for multiple concurrent client implementations across PBM and/or Navigation service lines. - Develop and maintain detailed project plans, milestone-tracking, and change-control procedures. - Facilitate kickoff meetings, regular status calls, and cross-functional coordination to keep implementations on schedule. - Manage the transition from implementation state to steady-state client success with thorough handoff documentation. Client and Stakeholder Management - Serve as the primary point of contact for clients throughout the implementation phase. - Set and manage client expectations with clear, proactive communication on project status, risks, and next steps. - Provide Commercial and Client Success teams with implementation support, including direct coordination with client contacts and third-party vendors. - Provide ongoing internal stakeholder support as the subject matter expert for implementation, offering best practices and historical context as needed. - Conduct post-implementation reviews and lessons-learned sessions to drive continuous improvement. Risk Management and Problem Solving - Proactively identify implementation risks and develop mitigation strategies before they become client-impacting issues. - Monitor project progress across workstreams and make real-time adjustments to keep timelines intact. - Escalate and report critical milestones, blockers, and client satisfaction indicators to leadership. Documentation and Reporting - Document business requirements, project plans, and implementation decisions with a high standard of accuracy. - Prepare and present clear status reports and performance updates for internal leadership. - Ensure all implementation artifacts are maintained for compliance, audit, and future reference. Technical Proficiency - Set up data integrations with benefit administrators, TPAs, EPOs, carriers, and more. - Work closely with the data and engineering team to improve systems and processes used during the implementation process. - Provide ongoing internal and external technical support on implementations in-flight and provide historical support as needed. AI-Enabled Workflows - Actively incorporate AI tools into daily workflow, from project documentation and status reporting to client communication drafting and data summarization. - Contribute to evolving approaches to AI adoption in implementation workflows and share learnings and best practices with the broader team. - Leverage AI-assisted tools to synthesize complex implementation data, accelerate documentation tasks, and surface risks earlier in the project lifecycle. WHO YOU ARE: - Bachelor's degree in Business Administration, Healthcare Management, Information Technology, or a related field (or equivalent experience). - 2-5 years of project management experience, preferably in healthcare navigation or healthcare IT implementation. - Strong understanding of PBM and/or healthcare navigation industry practices, workflows, and regulatory considerations. - Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers. - Strong analytical and problem-solving skills with sharp attention to detail. - Demonstrated ability to manage multiple complex projects simultaneously in a fast-paced environment. - Excellent communication skills, written and verbal, with the ability to interact confidently with clients, vendors, and senior leadership. - Proficiency in project management tools such as Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce, or similar platforms. - Technical proficiency in setting up data feeds and Excel experience is a plus. - Familiarity with AI productivity tools and demonstrated interest in incorporating them into operational workflows. COMPENSATION: $100,000-125,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: Opportunity for an experienced Product Owner (Client Implementations) to lead client-specific implementation and integration projects within healthcare EDI and electronic payments. The role combines product ownership and technical project management, acting as the liaison between stakeholders and engineering to deliver well-defined, on-time solutions. Focused on healthcare transactions, APIs, and system integrations in an Agile environment. 🗂️ Requirements: 7+ years experience as Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager, Experience working with engineering teams in Agile environments, Experience managing client-facing or implementation-driven projects, Ability to manage multiple concurrent projects and stakeholders, Experience with Jira, Confluence, Monday.com or similar tools 📃 Skills: Jira, Confluence, Monday.com, EDI, ANSI, X12, REST, JSON, XML, APIs, Guidewire, ClaimCenter, ContactManager, Webhooks, Middleware, Postman, SQL, CSV 🏢 Description: About the Role This is a great opportunity to join a growing company helping to transform the healthcare technology industry as our Product Owner (Client Implementations). In this role, you will participate in the implementation and integration for our customers and delivery of numerous products that are changing the face of electronic billing, electronic payments, and secure services for Property & Casualty and Healthcare payers and providers nationally. Join our engineering team building solutions that power healthcare EDI transactions. The Product Owner (Client Implementations) serves as the central point of coordination between internal stakeholders and engineering teams for client-specific projects. This role combines product ownership and technical project management responsibilities to ensure that implementation efforts are well-defined, properly scheduled, and efficiently delivered. This role translates business requirements into actionable engineering work, manages delivery timelines, and ensures successful client outcomes. What You'll Do Project Planning & Scheduling - Develop and maintain implementation timelines, milestones, and deliverables - Coordinate closely with engineering leads on capacity planning and work sequencing - Track progress and proactively manage blockers, scope changes, and delivery risks Engineering Liaison & Intake Management - Serve as the primary interface between internal stakeholders and engineering teams - Triage incoming requests and ensure requirements are well-defined and documented before reaching engineering - Protect the engineering team's focus by reducing ad hoc interruptions and unclear requests - Escalate only prioritized, well-scoped work items to engineering Stakeholder Management - Communicate status, timelines, risks, and trade-offs to internal stakeholders - Set and manage expectations around scope, delivery timing, and dependencies - Align cross-functional teams, including Sales, Customer Success, Operations Implementation Ownership - Ensure requirements are complete, validated, and aligned with platform capabilities - Identify gaps, dependencies, and risks early in the implementation lifecycle - Continuously identify opportunities to improve processes, delivery efficiency, and team effectiveness BRD Review & Translation - Review Business Requirements Documents (BRDs) for clarity, feasibility, and completeness - Translate BRDs into detailed user stories, tasks, and acceptance criteria - Partner with engineering to ensure requirements are technically actionable and implementation-ready What You'll Need - 7+ years of experience as a Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager - Experience working directly with engineering teams in Agile environments - Strong background in managing client-facing or implementation-driven projects - Proven ability to manage multiple concurrent projects and stakeholder groups - Experience with tools such as Jira, Confluence, Monday.com, or similar Nice to Have - Familiarity with EDI integrations, including ANSI X12 transaction sets (e.g., 837, 835, 275, 277, 999) - Working knowledge of APIs (REST, JSON/XML, authentication methods) and ability to interpret API documentation - Working knowledge of the Guidewire platform, mainly Claim Center and Contact Manager - Understanding of system integration patterns (webhooks, middleware, batch vs real-time processing) - Experience with data formats and mapping (JSON, XML, CSV) and validating data flows - Solid understanding of the Agile SDLC and working in sprint-based development environments - Ability to use API testing tools (e.g., Postman) for validation and troubleshooting - Basic knowledge of SQL or data querying for troubleshooting and validation Benefits - Base salary range: $110,000—$130,000 USD - Performance-based bonuses - Medical, dental, and vision coverage - 401(k) with company match - Paid time off and additional benefits

🏢 Summary: The role involves leading SaaS platform implementations for advertising operations clients, translating business requirements into technical solutions and configuring the product to meet customer needs. You will collaborate with stakeholders, manage full-cycle implementations, deliver product demonstrations and training, and ensure successful system integration and adoption. The position combines technical consulting, solution design, data work, and client-facing responsibilities in a growth-stage environment. 🗂️ Requirements: 2+ years hands-on experience in Professional Services, Enterprise Product Implementation, Technical Business Analysis, Revenue Operations, Sales Operations, or Data Analysis, Experience with full-cycle SaaS implementations, Experience in requirements gathering and documentation, Experience in solution design and product configuration, Experience in data import/export and data mapping, Experience in system testing and end-user training, Strong process documentation and process improvement skills, Ability to present technical solutions to technical and non-technical stakeholders, Experience with cross-functional system implementation rollouts, Admin-level experience in at least one enterprise system (e.g., CRM, ERP, Ad Server) 📃 Skills: SQL, Python, Salesforce, Dynamics, Zendesk, Intercom, Workato, ServiceNow, Tray.io, Netsuite, Workday, Oracle, GAM, Freewheel, Xandr, SaaS, CRM, ERP 🏢 Description: The Solutions Consulting Team: The Solutions Consulting team is the face of the company during implementation and ongoing growth. The team helps customers by solving problems, designing and scaling solutions, incubating new products, and sharing user feedback with internal teams to influence product development. They act as key partners to customers and internal teams to drive customer success. The team offers significant ownership and responsibility, supports personal development, and respects work-life balance. The Position: As a Solutions Consultant, you will collaborate with clients' business and technology stakeholders to implement solutions that enable success on the platform. Based on customer requirements, you will provide consultative recommendations on how to best use and configure the platform and ensure solution design and system deliverables meet defined acceptance criteria. You will configure and present tailored product demonstrations throughout implementation and end-user training. You will work with internal teams to ensure customer success and serve as a customer advocate with the product team. You must demonstrate strong analytical, technical, and business judgment, map business requirements to system and technical requirements, and manage expectations related to scope of work. The role requires excellent project management, organizational, and problem-solving skills. Candidates must quickly become experts in the functional and technical aspects of the product and related integration points and be skilled presenters of product features and benefits aligned to customer needs. Requirements: Excellent written and verbal communication skills Ability to understand and present complex technical capabilities and solutions to technical and non-technical audiences Strong business process, process documentation, and process improvement skills 2+ years of recent hands-on Professional Services, Enterprise Product Implementation, Technical Business Analyst, Revenue Operations, Sales Operations, or Data Analyst experience Experience working with clients and stakeholders during full cycle SaaS implementations Enterprise implementation experience including requirements gathering and documentation, solution design, product configuration, data import/export, testing, and training Ability to creatively find product solutions to solve client requirements Demonstrated experience in systems implementation rollouts across cross-functional groups Admin-level experience in one or more systems such as Salesforce.com, Dynamics CRM, Zendesk, Intercom, Workato, ServiceNow, Tray.io, Netsuite, Workday, Oracle, or Ad Servers (e.g., GAM, Freewheel, Xandr) SQL, data management, and data mapping experience preferred Python experience is a bonus Experience in Ad Tech space is a plus Benefits Include: Competitive salary Early-stage stock options Open PTO 401k match Company paid medical, dental, vision, and life insurance Regular company lunches and happy hours Gym membership reimbursement Cell phone reimbursement

🏢 Summary: The offer is for a role supporting operational implementation of business changes, including UAT testing, operational readiness validation and coordination of rollouts between Business and IT. The position focuses on ensuring smooth deployment of changes, risk identification and post‑implementation support. The role combines business analysis, testing and change implementation activities in a project environment. 🗂️ Requirements: Minimum 1 year experience in business change implementations or transformation projects, Practical knowledge of UAT process, Knowledge of operational readiness validation (ORV), Experience in cooperation between Business and IT, Ability to identify implementation risks, Experience in rollouts and hypercare activities, Knowledge of databases, Ability to write simple SQL queries, Experience with JIRA, Experience with Confluence, Experience with QMetry, Knowledge of MS Office (Excel, PowerPoint, Teams), Communicative English 📃 Skills: UAT, ORV, SQL, JIRA, Confluence, QMetry, Excel, PowerPoint, Teams, BPMN, SAP, ISTQB 🏢 Description: W ramach Business Implementation Team poszukujemy osoby, która będzie odpowiedzialna za wsparcie w operacyjnym wdrażaniu zmian oraz ich skutecznego przełożenia na codzienne funkcjonowanie biznesu. Twoje obowiązki: Realizacja testów biznesowych (UAT) oraz udział w walidacji gotowości operacyjnej w procesie wdrażania zmian; Współpraca z obszarem Technologii i Biznesem w zakresie planowania harmonogramów zmian oraz realizacji wdrożeń; Wsparcie w określaniu zakresu testów oraz koordynacji wdrożeń zmian biznesowych we współpracy z Technologią oraz właścicielami procesów; Udział w walidacji gotowości operacyjnej, identyfikacji ryzyk oraz przygotowywaniu rekomendacji w ramach decyzji Go / No-Go; Wsparcie rolloutów oraz działań powdrożeniowych (hypercare), monitorowanie efektów wdrożeń; Nasze wymagania: Minimum roczne doświadczenie w realizacji wdrożeń zmian biznesowych lub projektów transformacyjnych; Praktyczna znajomość procesu UAT (User Acceptance Testing) oraz podstaw walidacji gotowości operacyjnej (ORV); Doświadczenie we współpracy na styku Biznes – IT oraz pracy projektowej; Umiejętność identyfikacji ryzyk wdrożeniowych oraz wsparcia procesu podejmowania decyzji; Doświadczenie w realizacji rolloutów oraz działań powdrożeniowych (hypercare); Znajomość baz danych i umiejętność pisania prostych zapytań SQL; Praktyczna znajomość narzędzi takich jak JIRA, Confluence, QMetry; Znajomość MS Office (Excel, PowerPoint, Teams); Język angielski na poziomie komunikatywnym Mile widziane: ISTQB Foundation Level Doświadczenie w testowaniu SAP Znajomość mapowania procesów (BPMN 2.0) Co oferujemy: Rozwój w dynamicznej organizacji, zorientowanej na implementację najnowszych rozwiązań technologicznych Atrakcyjny system wynagrodzeń (wynagrodzenie zasadnicze, premia kwartalna, cyklicznie przeprowadzany proces podwyżkowy) Udział w szkoleniach i ciągłą aktualizację wiedzy Praca hybrydowa Bogaty pakiet benefitów (karta sportowa, prywatna opieka medyczna, ubezpieczenie grupowe i wiele więcej) Program wsparcia pracowników - bezpłatny i anonimowy dostęp do porad prawnych, finansowych, psychologicznych

🏢 Summary: Implementation Specialist role focused on onboarding partners onto a stablecoin-powered financial platform, collaborating across teams to deliver seamless integrations and improve onboarding workflows. The position involves analyzing performance metrics, supporting customer implementations, and defining onboarding requirements in a tech-driven B2B environment. 🗂️ Requirements: Bachelor's degree in Business, Analytics, Economics, or related field, 0-2 years of experience in implementation, customer success, or similar B2B role, Strong analytical and problem-solving skills, Ability to manage multiple complex projects simultaneously, Excellent communication skills, Ability to work cross-functionally with diverse teams, Ability to work independently and take ownership of tasks 📃 Skills: SQL, Analytics, Onboarding, Integration, Metrics, Data, Compliance 🏢 Description: Overview At Rain, we’re rebuilding the global financial pipes money flows through. Our infrastructure makes stablecoins usable in the real world by powering credit card transactions, cross-border payments, B2B purchases, remittances, and more. We partner with fintechs, neobanks, and institutions to help them launch solutions that are global, inclusive, and efficient. Our Ethos Operating at the epicenter of stablecoin innovation means moving fast and thinking globally. Our team reflects the diverse, international audiences we serve. We hire people who stay agile as the tide ebbs and flows, fix what’s broken without waiting, chase trends before they peak, and remember to have fun through it all. What we're looking for Rain is seeking a detail-oriented, passionate Implementation Specialist to join our team. In this role, you will be a key player in our onboarding process across our platform. You will work closely with cross-functional teams including sales, solutions, operations, and compliance, to ensure that our partners have a seamless experience and are fully supported in leveraging our offerings. What you'll do - Collaborate with internal teams to understand customer needs and tailor solutions to ensure successful onboarding. - Facilitate the integration of company accounts into the platform, ensuring a smooth transition and troubleshooting any issues. - Analyze product performance and track metrics to identify opportunities for improvement during the onboarding process. - Support the design of onboarding workflows for new business customers. - Provide data-driven insights to enhance the user experience and ensure companies are making the most out of Rain's products. - Work with product managers to define business requirements for onboarding and create user stories. What you'll bring to Rain - Bachelor's degree in Business, Analytics, Economics, or a related field. - 0-2 years of experience in an implementation, customer success, or similar role, preferably at a B2B company. - Strong analytical and problem-solving skills, with the ability to work multiple complex projects simultaneously. - Excellent communication skills and ability to work cross-functionally with diverse teams. - Ability to work independently and take ownership of tasks while collaborating with team members. Desirable but not mandatory - Experience in the financial services or credit card industry. - Familiarity with SQL and other data query tools. - Knowledge of customer onboarding best practices in a tech-driven environment. Benefits - Unlimited time off with a required minimum of 10 days. - Flexible working arrangements including remote and office options. - Home office stipend for new employees. - Comprehensive health, dental, and vision plans for US employees and dependents. - 100% company subsidized life insurance plan. - 401(k) with 4% company match. - Equity option plan. - Rain Cards for product testing. - Health and wellness spending support including gym memberships and wellness services. - Team summits and company offsites. Compensation Range: $50,000 - $999,999

🏢 Summary: Customer Success Manager role focused on managing the full post-sale customer lifecycle within a regulated healthcare and pharmacy environment. The position emphasizes customer onboarding, retention, operational coordination, predictive analytics, AI-driven insights, and cross-functional collaboration to improve customer outcomes and support scalable growth. Candidates should have experience with CRM, BI tools, customer success operations, and healthcare-related environments. 🗂️ Requirements: 2–5 years in Customer Success, healthcare operations, patient services, specialty pharmacy, or regulated enterprise support, Bachelor's degree in healthcare administration, life sciences, nursing, public health, operations, health informatics, supply chain, or equivalent experience, Proficiency with Salesforce CRM, Experience with customer success platforms, Strong Excel skills, Experience with Tableau or Power BI, Knowledge of customer lifecycle management and retention strategies, Ability to use analytics, automation, and AI-driven tools, Strong analytical and communication skills, HIPAA training required 📃 Skills: Salesforce, Excel, Tableau, PowerBI, Gainsight, AI, CRM, Analytics, Automation, HIPAA, QBRs, EBRs 🏢 Description: POSITION SUMMARY The Customer Success Manager drives measurable customer outcomes by owning the complete post-sale lifecycle across assigned 503A and 503B customer portfolios, ensuring adoption, retention, satisfaction, and renewal readiness while advancing strategic growth objectives. This role orchestrates cross-functional execution, translates customer insights into scalable improvements, and proactively mitigates operational risk within a highly regulated, hyper-growth environment. Leveraging AI as a force multiplier, the Customer Success Manager accelerates decision-making, prioritization, predictive risk identification, customer engagement, and operational quality through data-driven intelligence and automation. RESPONSIBILITIES Customer Lifecycle Management - Lifecycle Ownership: Serve as the single accountable owner for assigned customer relationships throughout the post-sale lifecycle, leading onboarding, adoption, enablement, customer health monitoring, retention activities, and renewal readiness. Leverage AI-powered customer insights, predictive health scoring, and workflow automation to proactively identify risks, personalize engagement strategies, improve decision-making, and consistently deliver exceptional customer outcomes aligned with quality, compliance, and growth objectives. - Success Planning: Develop, execute, and continuously refine customer success plans that align customer goals with therapies, services, and operational capabilities. Utilize AI-enabled analytics to prioritize opportunities, monitor adoption milestones, identify emerging risks, and recommend data-driven interventions that improve utilization, strengthen customer confidence, accelerate value realization, and support long-term retention within a highly regulated 503A and 503B environment. - Relationship Excellence: Build trusted relationships through proactive communication, consultative guidance, and responsive customer engagement that strengthens satisfaction and loyalty. Apply AI-assisted sentiment analysis, communication recommendations, and customer intelligence to anticipate evolving needs, resolve concerns efficiently, capture meaningful feedback, and reinforce commitment to service excellence, innovation, and patient-focused outcomes. Customer Enablement and Operational Excellence - Customer Enablement: Lead onboarding, education, and ongoing customer coaching to ensure safe, compliant, and effective use of therapies, products, and workflows. Utilize AI-supported learning recommendations, knowledge resources, and personalized enablement strategies to accelerate customer proficiency, improve operational consistency, increase independence, and maximize long-term customer success while maintaining regulatory compliance. - Operational Coordination: Collaborate closely with Customer Service, Pharmacy Operations, Manufacturing, Fulfillment, Quality, Medical Affairs, Product Management, and Commercial teams to resolve customer challenges and improve service delivery. Leverage AI-enabled workflow visibility, intelligent case prioritization, and cross-functional insights to accelerate issue resolution, improve communication, reduce recurring problems, and enhance the overall customer experience without duplicating operational responsibilities. - Performance Monitoring: Monitor customer adoption, utilization, engagement, adherence, and operational performance using CRM, business intelligence, and AI-powered analytics tools. Translate performance trends into actionable recommendations, coordinate timely interventions, maintain accurate customer documentation, and ensure reliable reporting that supports informed decision-making, operational excellence, and scalable customer success execution. Business Insights and Continuous Improvement - Insight Generation: Capture customer feedback, operational observations, and engagement trends to identify opportunities that improve products, services, processes, and customer experiences. Utilize AI-driven analytics, pattern recognition, and predictive insights to transform customer intelligence into meaningful recommendations that support innovation, operational improvements, and organizational decision-making. - Risk Management: Continuously evaluate customer health indicators, engagement patterns, operational performance, and compliance considerations to proactively identify and mitigate risks before they impact customer outcomes. Apply AI-powered predictive monitoring and root-cause analysis to prioritize corrective actions, coordinate escalations, strengthen business continuity, and maintain customer confidence within a highly regulated operating environment. - Continuous Improvement: Contribute to scalable operational excellence by documenting best practices, improving customer success playbooks, standardizing workflows, and supporting organizational learning initiatives. Leverage AI-assisted process optimization, workflow automation, and knowledge management to improve execution quality, increase efficiency, enhance customer satisfaction, and enable sustainable growth across the Customer Success organization. KNOWLEDGE AND SKILLS - Demonstrated expertise with Salesforce CRM, Customer Success platforms, Microsoft Excel, Tableau or Power BI, AI-enabled analytics, workflow automation, and customer intelligence technologies. - Strong knowledge of customer lifecycle management, onboarding, enablement, customer health scoring, retention strategies, renewal readiness, risk management, and continuous improvement methodologies. - Exceptional communication, executive relationship management, strategic planning, problem-solving, collaboration, coaching, facilitation, and cross-functional leadership skills. - Proven ability to leverage artificial intelligence, predictive analytics, automation technologies, and data-driven decision-making to improve operational efficiency, customer satisfaction, execution quality, scalability, and organizational performance. EXPERIENCE AND QUALIFICATIONS - 2–5 years in Customer Success, healthcare operations, patient services, specialty pharmacy, or regulated enterprise support roles. - Bachelor's degree in healthcare administration, life sciences, nursing, public health, operations, health informatics, supply chain, or equivalent experience. - Proficiency with CRM (Salesforce), customer success platforms and BI tools (Tableau/Power BI); strong Excel. - Experience using analytics, risk models, or AI-driven tools preferred. - Proven success-coaching, training, and enablement abilities; strong analytical and communication skills. - Proactive, ownership-driven, outcome-focused mindset. - Experience in specialty pharmacy, compounding (503A/503B), healthcare SaaS, regulated environments, patient adherence programs, or institutional workflows is preferred. - Familiarity with QBRs/EBRs and Customer Success platforms (e.g., Gainsight) is desirable. - Formal training/working knowledge of USP<797>/<800> or other compounding standards is desirable. - HIPAA training required on hire and annually. - Preferred certifications: CCSM, Lean, Six Sigma. Employee Benefits, Health and Wellness - Medical, dental, and vision coverage - Paid time off - 401(k) matching - Wellness perks - IV therapy - Compounded medications Physical Requirements - Frequent computer and office device usage - Regular standing, walking, reaching, balancing, stooping, kneeling, crouching, and crawling - Ability to remain stationary for extended periods

🏢 Summary: The role involves leading and delivering enterprise IT system implementation projects supporting sales and operational processes in multi-branch environments. The position covers full lifecycle management of ERP, EDI, CMS and WMS deployments, including coordination of technical teams, infrastructure, and client communication. The person is responsible for quality, budget, risk management, and successful transition to support phases. 🗂️ Requirements: Minimum 2–3 years of experience as IT Project Manager / Implementation Leader / Service Delivery Manager, Experience in managing IT system implementation projects (ERP, CMS, WMS or similar), Knowledge of enterprise server and database environments, Understanding of IT infrastructure (hardware, networks, operating systems), Ability to manage project scope, budget, schedule and risks, Experience in stakeholder management in IT projects, Ability to prepare technical documentation, reports and project schedules, Ability to identify risks and define mitigation actions, Readiness for occasional business travel 📃 Skills: ERP, EDI, CMS, WMS, SQL, Servers, Databases, Networks, Windows, Linux, SLA, KPI 🏢 Description: Rola obejmuje odpowiedzialność za koordynację i realizację projektów wdrożeniowych rozwiązań IT wspierające procesy sprzedażowe i operacyjne w środowiskach wielooddziałowych. Osoba na tym stanowisku poprowadzi pełen cykl wdrożeń systemów klasy enterprise wspierających sprzedaż, logistykę i integrację danych, zadba o jakość dostarczanych usług, będzie aktywnie współpracować z klientami oraz zespołami technicznymi i biznesowymi. Zakres obowiązków : Zarządzanie projektami i wdrożeniami systemów IT (ERP, EDI, CMS, WMS oraz innych systemów firmowych) - czas, zakres, budżet, ryzyka, jakość, zarządzanie zmianą. Udział w definiowaniu celów strategicznych, taktycznych i indywidualnych wewnątrz działu. Zarządzanie zespołami projektowymi oraz współpraca z działami IT, serwisem, zespołem hardware oraz dostawcami zewnętrznymi. Planowanie i wsparcie zespołów serwisowych w procesie ,,hyper care” i ,,transition handover“. Dbałość o prawidłową organizację pracy zespołu zgodnie z założeniami (KPI, SLA, wskaźniki jakościowe), proponowanie i wprowadzanie usprawnień, wsparcie w realizacji zadań, monitoring, identyfikacja ryzyk, powadzenie cyklicznych spotkań, wdrożenie nowych członków zespołu, itd. Zarządzanie procesem fakturowania prac i budżetem. Prowadzenie komunikacji z klientem na poziomie biznesowym i technicznym. Organizowanie i prowadzenie warsztatów, szkoleń oraz prezentacji projektowych. Raportowanie wyników zespołu i realizacji celów do przełożonego. Wymagania : Min. 2-3 lata doświadczenia na stanowisku Lidera ds. wdrożeń / Project Managera / Service Delivery Managera lub pokrewnych. Umiejętność zarządzania interesariuszami projektu IT. Bardzo dobra znajomość systemów ERP, CMS, WMS lub pokrewnych. Znajomość środowiska serwerowego i bazodanowego stosowanego w rozwiązaniach enterprise. Rozumienie infrastruktury IT (sprzęt, sieci, systemy operacyjne). Umiejętność identyfikacji ryzyk oraz planowania działań zapobiegawczych. Umiejętność przygotowania dokumentacji, raportów i harmonogramów. Umiejętność diagnozy problemów i kreatywnego poszukiwania rozwiązań. Proklienckie nastawienie. Samodzielność i odpowiedzialność za realizację zadań. Bardzo dobre zdolności komunikacyjne i organizacyjne. Gotowość do okazjonalnych delegacji (jeśli dotyczy projektów). Mile widziane: Znajomość branży retail i charakterystyki procesów sprzedażowych. Język angielski na poziomie komunikatywnym. To oferujemy: 🚀 Udział w tworzeniu autorskich rozwiązań wykorzystywanych przez klientów z różnych branż w Polsce i za granicą. 🤖 Możliwość udziału w innowacyjnych projektach technologicznych z obszaru AI, automatyzacji procesów i rozwiązań SaaS. 🕔 Elastyczny czas pracy – start między 7:00 a 10:00. 🏖️ Dwa krótsze piątki w miesiącu – pracujemy 4 godziny. ☺️ Wyjścia integracyjne, pikniki rodzinne, relax room, a także własna sala kinowa 🎬 ❤️ Medicover, Medicover Sport, ubezpieczenia Allianz/PZU. 🛍️ Zniżki u partnerów biznesowych.

🏢 Summary: Lead a team of Mid-Market Implementation Specialists in a SaaS environment, driving onboarding success, customer time-to-value, and implementation process improvements. The role combines team leadership, KPI management, technical problem-solving, and cross-functional collaboration with Sales and Product teams. 🗂️ Requirements: 3+ years in B2B SaaS, 1+ years in leadership or mentor role, Experience in implementation or customer success, Expertise in SaaS implementation lifecycle, Experience with Salesforce or Looker, Ability to explain technical concepts to non-technical users, Strong organizational and project management skills, Ability to manage team capacity and onboarding metrics, Experience handling technical escalations, Ability to work in fast-paced startup environments 📃 Skills: SaaS, Salesforce, Looker, Asana, KPI, Onboarding, Implementation, Analytics 🏢 Description: About Us Canopy is a fast-growing SaaS company building software for accounting firms with a focus on practice management solutions. The Opportunity As the Implementation Team Lead, you will guide a team of Mid-Market Implementation Specialists to deliver onboarding experiences for new customers. This role combines leadership, operational improvement, KPI management, customer onboarding oversight, and technical escalation support. What you'll do: - Provide daily guidance, coaching, and professional development for a team of Implementation Specialists. - Partner with the Implementation Manager to track KPIs, analyze team capacity, and report on onboarding health metrics. - Iterate on onboarding playbooks and frameworks to reduce friction and accelerate customer time-to-value. - Act as the primary point of contact for complex technical hurdles or sensitive client escalations. - Collaborate with Sales to refine handoffs and with Product and Engineering teams to communicate customer feedback. The skills you'll need: - 3+ years of experience in B2B SaaS. - At least 1+ years in a leadership or senior/mentor capacity within Implementation or Success. - Deep expertise in the SaaS implementation lifecycle. - Proficiency using data tools such as Salesforce and Looker. - Ability to translate technical concepts for non-technical users. - Strong organizational skills and ability to manage team bandwidth. - Ability to thrive in evolving startup environments. Bonus Points If You Have: - Experience in accounting or financial services SaaS. - Familiarity with Salesforce, Asana, or onboarding-specific platforms. Why You Want to Work Here: - Flexible paid time off and 10 company holidays. - Medical, dental, and vision benefits with HSA match. - 401(k) matching with immediate eligibility and vesting. - Mental health support and employee assistance program. - Paid parental leave. - Company-paid life and disability insurance. - Employee recognition program. - Company events and employee resource group initiatives. - Fully stocked kitchen. Our Values: - Own - Win - Do Good - Embrace Curiosity & Candor - Act Startup Fast Interview Process: - Application review - Phone call with People Team - Interview with Hiring Manager - Additional interview rounds depending on role - Final interview Canopy is an equal opportunity employer.

🏢 Summary: Lead role focused on configuring and maintaining insurance products on a carrier platform, ensuring configuration quality through pre-UAT reviews, troubleshooting, and coordination with implementation teams. The position combines hands-on technical configuration work with assignment management, UAT support, and requirement clarification. Availability for PT timezone meetings and fluent English communication are required. 🗂️ Requirements: Fluent English, Availability for meetings in PT timezone, Backend engineering background, Experience with NestJS or transferable backend technologies, Ability to read code and debug integrations via logs, Experience troubleshooting configuration, tooling, and data issues, Ability to manage ticket lifecycle and UAT processes, Strong understanding of configuration quality assurance, Ability to translate business requirements into technical configurations, Attention to detail across rules, forms, data, and integrations 📃 Skills: NestJS, TypeScript, Backend, UAT, Configuration, Integrations, Debugging, Logs, Insurance 🏢 Description: Please note that working within this project means availability for meetings in PT timezone (mainly till 21:00, usually no later than 18:00 CEST ) and fluent English. Core Responsibilities The Insurance Product Configuration Engineer Lead owns configuration delivery quality across new product onboarding and updates to existing insurance products on the Carrier Platform. This role remains hands-on with complex configuration work while coordinating assignments, reviewing quality, supporting UAT, and escalating tooling blockers when needed. New product onboarding: Lead configuration for new insurance products on the Carrier Platform. Configuration updates: Manage changes to existing products, including rule updates, form changes, rater updates, and product definition updates. Clarify requirements with the Implementation Manager before work begins and during implementation. Assign work to mid-level configuration engineers based on complexity, bandwidth, and development needs. Maintain assignment accountability by monitoring progress, identifying blockers, and reassigning work when needed. Configuration Execution Perform configuration work directly as needed. Model quality standards and a structured troubleshooting approach for the team. Deliver configurations that function end-to-end and meet agreed requirements. Quality Assurance (Pre-UAT) Review configurations before they move to UAT. Validate configuration work against requirements, acceptance criteria, and the quality checklist. Identify configuration errors, logic gaps, and data mismatches before UAT begins. Create a feedback loop by coaching configuration engineers through rework when issues are found. Quality gate: Configurations should not move to UAT until the lead has reviewed and signed off. UAT Partnership (with Implementation Manager) Execute UAT in partnership with the Implementation Manager. Validate that configurations behave as expected in real client scenarios. Troubleshoot UAT failures to determine whether the issue is related to configuration, data setup, or tooling. Own the configuration side of UAT outcomes by clearly identifying whether the configuration is correct or requires adjustment. Coordinate fixes when UAT identifies configuration issues, either by resolving them directly or assigning them to an engineer for completion and review. Requirement Clarification Partner with the Implementation Manager to translate client and business needs into technical configuration requirements. Ask the tech lead targeted implementation questions, such as whether a rule requires one configuration option or another. Identify underspecified requirements early so work does not begin with unresolved assumptions Required Skill Set Programming/Technical Foundation Backend engineer background (NestJS/TypeScript preferred, but transferable) Read code, understand integrations, debug via logs Know when something is a tool bug vs. config mistake vs. data issue Independent troubleshooting: Perform baseline investigation before engaging the tech lead. Insurance Configuration Knowledge Learn through hands-on work; prior insurance experience is helpful but not required if the lead can own the learning curve. Operational / Coordination Skills Comfortable with ticket lifecycle: triage; assign; review; validate; UAT; handoff. Communicate clearly with the Implementation Manager on requirements and with the tech lead on tooling or platform issues. Proactive about identifying blockers early Be transparent about scope and tooling gaps, especially when a requirement cannot be met with current platform capabilities. UAT mindset: Translate client feedback into configuration fixes and distinguish between client expectations and actual system behavior. Quality Mindset Cares about getting it right the first time (not shipping and fixing) Systematic troubleshooting (can articulate; I checked X, then Y, then Z;) Attention to detail across multiple dimensions: rules, forms, data, integrations Knows what a complete; and correct; configuration looks like before it hits UAT This is a delivery lead role. The lead owns the configuration quality gate before and during UAT, ensuring work is complete, correct, and aligned to requirements before the Implementation Manager signs off. The goal is to prevent configuration issues from surfacing late in UAT/production by catching them through structured pre-UAT review, hands-on troubleshooting, and clear escalation of confirmed tooling blockers.