We’re seeking an Implementation Specialist (Entry-Level) to own customer onboarding, configuration, and Zoom-based training for Medsender. You’ll guide new customers from kickoff to go-live by translating real clinic workflows into Medsender setups, leading live trainings, and ensuring teams are confident using the product. This is a full-time, salaried (40 hrs/week) position and a great fit for someone who is proactive, detail-oriented, and excited to learn quickly in a fast-moving startup environment.
This role is not a support queue or call-center environment. It’s a high-ownership position with close collaboration across Customer Success, Product, and Engineering, and strong growth potential over time.
Responsibilities
Own customer implementations end-to-end: manage onboarding from kickoff through go-live, including timelines, action items, and stakeholder coordination.
Configure customer workflows: set up permissions, routing rules, queues, templates, and customer-specific settings to match real-world clinic operations.
Implement referral workflows: map intake, triage, routing, follow-up, and status tracking into Medsender for efficient referral operations.
Support EHR-related workflows and integrations (as applicable): coordinate requirements, assist with testing and validation, and ensure go-live readiness.
Lead Zoom trainings and enablement: run live trainings for front desk staff, referral coordinators, and clinical teams; tailor sessions to user roles and workflows.
Document and communicate implementation needs internally: when issues require deeper investigation, escalate with clear detail (context, expected vs actual behavior, steps tried, screenshots, customer impact, and urgency).
Improve implementation playbooks and resources: create and maintain checklists, guides, and training materials to make onboarding faster and more consistent over time.
Operate in a HIPAA-aware environment: handle sensitive information appropriately and follow minimum-necessary practices.
Essential Qualifications
Excellent verbal and written communication—you can lead Zoom sessions confidently and explain workflows clearly to non-technical users.
Strong attention to detail and a structured approach to project execution and problem-solving.
High ownership and follow-through: you take responsibility for driving implementations to a successful go-live.
Prior customer-facing experience (implementation, onboarding, support, operations, campus role, hospitality/retail, internships) is a plus, but we welcome exceptional new grads with evidence of grit, organization, and fast learning.
Bonus Points
Experience onboarding/training users or running live sessions (Zoom, workshops, tutoring, etc.).
Comfort with basic technical concepts like integrations, data mapping/CSVs, or troubleshooting SaaS settings (not required).
Familiarity with healthcare workflows (referrals, prior auth, lab results, scheduling, intake) or working with clinical/admin teams.
Why You Should Choose Medsender
Work on a product customers rely on daily—and see your impact immediately.
Learn quickly in a high-growth environment with meaningful ownership.
Competitive compensation, benefits, and a flexible work environment.
Clear growth paths over time into Implementation Lead, Customer Success, Product Ops, Solutions, or more technical roles.
What We Do
Medsender's AI Medical Assistant brings complete practice automation to healthcare with the most accurate AI for medical practices. Medsender offers a comprehensive, EHR-integrated platform to integrate, streamline, and automate communication between providers, patients, and everyone in between. Our EMR-agnostic platform makes it easy to integrate with any system within minutes with turn-key integrations. Medsender's AI referral management can automatically process referrals and schedule patients, while creating detailed analytics reports automatically. Use Medsender inside of your EMR, on our web app, or programmatically via our API.
