Implementation Specialist

About the Role

Hello Patient is expanding its Implementation team and seeks an Implementation Specialist to facilitate successful practice onboarding to Hello Patient. This role involves managing multiple customer launches simultaneously, conducting kickoff calls, overseeing project timelines, and maintaining alignment between customer stakeholders and internal teams up to go-live. Responsibilities include configuring workflows within Hello Patient, troubleshooting issues, and ensuring comprehensive team training to enable AI agent effectiveness from day one.

The Implementation Specialist will interact with customer leaders such as clinicians, operations managers, and executives to set clear expectations, provide progress updates, and encourage product adoption. Internally, the role partners closely with AI Agent Product Managers, Conversational Designers, Engineering, QA, and Customer Success teams to anticipate risks, expedite workflow, and guarantee smooth handoffs post-launch. This position handles end-to-end implementation for standardized use cases and functions as the execution leader for new launches, managing coordination, timelines, and adoption while maintaining quality standards.

This high-visibility, high-responsibility role directly influences customer retention, expansion, and measurable outcomes through successful implementation.

Key Responsibilities

• Customize Hello Patient workflows to align with each practice’s daily operations.
• Lead discovery efforts by gathering requirements and collaborating with stakeholders.
• Validate project requirements, manage dependencies, and ensure proper configuration and access.
• Develop expertise in phone system configurations and telephony platforms.
• Configure outbound agent campaigns and monitor their performance.
• Extensively test AI agents prior to launch to maintain quality and reliability.
• Drive the implementation schedule to meet weekly milestones, ensuring no team is blocked in delivering agents.
• Manage timelines, communications, and stakeholders to keep projects progressing smoothly.
• Identify and mitigate risks promptly, maintaining clear expectation setting.
• Lead expansions from 1 to 10 locations by activating new customer sites.
• Support AI Agent Product Managers with project coordination, status tracking, and risk management during new launches and pilot programs.
• Develop and deliver live and recorded training sessions along with straightforward enablement materials.
• Ensure customer teams are prepared and confident at launch.
• Monitor initial usage metrics, troubleshoot issues, and coordinate corrections to enhance adoption.

Candidate Requirements

• Minimum of three years’ experience in software implementation, onboarding, solutions delivery, or technical project management.
• Proven ability to oversee multiple concurrent projects with strong organizational skills and meticulous attention to detail.
• Professional and confident communication style suitable for clinicians, operations personnel, and executive stakeholders.
• Familiarity with APIs and webhooks, and general understanding of data integration across systems.
• Adaptability and ownership mindset suitable for dynamic, fast-changing startup environments.

• Preferred experience includes working within healthcare technology, SaaS, and integration-focused products.
• Knowledge of EHR/Practice Management systems, telephony solutions, or SSO platforms is an advantage.
• Using AI tools to enhance productivity and workflow efficiency is a plus.
• Experience developing playbooks, templates, and scalable implementation documentation is desirable.

Compensation

The base salary for this position ranges from $90,000 to $120,000. Additionally, meaningful equity ownership is offered as part of an early growth-stage healthtech startup.

About Hello Patient

Hello Patient transforms healthcare communication through cutting-edge conversational AI technology. With a founding team previously experienced scaling technology solutions at a fast-growing health organization, Hello Patient reduces clinician administrative burden and enhances patient engagement. The platform automates patient outreach through texts and calls, spanning scheduling, billing, and retention, all while ensuring security and compliance, integrated seamlessly with existing healthcare infrastructures.