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Implementation Specialist
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- Our goal is to help our clients unlock the firm they've always wanted with our Practice Management Suite.
- Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
- Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM's)
- Provide a comprehensive introduction to a customer's assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
- Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime' to execute on said initiatives or hone and develop your technical support skills
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