Implementation Specialist

Prospyr
United States
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for mid-level SaaS implementation professionals who manage cross-functional projects in healthcare domains. Remote work in the US is required, with a focus on process improvement and customer training.

Best fit for

  • Candidates with 2-4 years in SaaS onboarding and project management
    — “2–4+ years of SaaS implementation, onboarding, project management, or customer success experience.”
  • Individuals with healthcare or vertical SaaS domain expertise
    — “Healthcare, EMR, medical aesthetics, wellness, payments, or vertical SaaS experience is a plus.”
  • Project managers adept at coordinating internal and external stakeholders
    — “Coordinating configuration, data migration, workflows, training, and launch readiness.”

Things to consider

  • Fast-moving environment requires adaptability to evolving processes
    — “Comfortable working in a fast-moving environment where processes continue to evolve.”
  • Role demands technical coordination with migration and integration teams
    — “Coordinate data migration requirements between customers and internal technical teams.”

How to stand out

  • Highlight end-to-end implementation ownership in your project management experience
    — “Own customer implementations from Sales handoff through successful go-live.”
  • Demonstrate ability to translate workflows into software configurations
    — “Help customers translate existing operational workflows into Prospyr.”
  • Showcase experience creating templates or checklists for process standardization
    — “Help develop implementation templates, playbooks, checklists, documentation, and training resources.”
  • Emphasize proactive risk identification and resolution in past roles
    — “Identify risks, dependencies, and blockers early and drive them toward resolution.”
  • Quantify past success in reducing post-launch support issues
    — “Fewer post-launch support issues originate from incomplete configuration or training.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • on-time customer launches
  • clear project timelines
  • reduced post-launch support issues
Typical background
project managementcustomer successimplementation specialist

Skills & requirements

Required

Project ManagementCustomer CoordinationStakeholder ManagementData MigrationTraining Delivery

Preferred

Process ImprovementImplementation TemplatesTraining Resources

Stack & domain

Saas ImplementationProject ManagementData MigrationTrainingProcess ImprovementHealthcareEMRMedical AestheticsWellnessPaymentsVertical SaasCommunicationProblem-solvingTeamworkLeadershipTime ManagementAdaptabilityTechnology

About the role

Original posting from Prospyr via Ashby

IMPLEMENTATION SPECIALIST

ABOUT THE ROLE

Prospyr is looking for an Implementation Specialist to help new customers successfully transition onto Prospyr and get their teams operational as quickly and confidently as possible.

You’ll own the implementation process from post-sale handoff through go-live, coordinating configuration, data migration, workflows, training, and launch readiness.

This role is highly project-oriented. You'll manage multiple implementations simultaneously while working closely with customers and internal teams to keep projects organized, remove blockers, and ensure customers are prepared to operate successfully in Prospyr.

WHAT YOU'LL OWN

IMPLEMENTATION PROJECT MANAGEMENT

  • Own customer implementations from Sales handoff through successful go-live.
  • Build and manage implementation plans, milestones, responsibilities, and timelines.
  • Coordinate customer and internal stakeholders throughout the project.
  • Identify risks, dependencies, and blockers early and drive them toward resolution.
  • Maintain clear communication around project status and next steps.

PLATFORM CONFIGURATION

  • Guide customers through configuration of their Prospyr environment.
  • Help customers translate existing operational workflows into Prospyr.
  • Coordinate setup across areas such as:
  • Providers and staff
  • Locations
  • Scheduling
  • Services and catalog
  • Forms and consents
  • Payments
  • Patient communications
  • Inventory
  • Memberships
  • Online booking
  • Integrations and other applicable features
  • Validate configuration prior to go-live.

DATA MIGRATION & INTEGRATIONS

  • Coordinate data migration requirements between customers and internal technical teams.
  • Help customers understand what data is required and how it should be prepared.
  • Track migration progress and validate readiness with the customer.
  • Coordinate third-party integrations and dependencies when applicable.
  • Escalate technical blockers with clear documentation and business impact.

TRAINING & GO-LIVE READINESS

  • Coordinate and deliver role-based customer training.
  • Ensure administrators, providers, front-desk teams, and other users understand the workflows relevant to their roles.
  • Develop a clear go-live readiness checklist for each implementation.
  • Identify knowledge gaps before launch and coordinate additional training where needed.
  • Provide additional support during the transition into live operations.

PROCESS IMPROVEMENT

  • Identify recurring implementation friction and opportunities to improve Prospyr's onboarding process.
  • Help develop implementation templates, playbooks, checklists, documentation, and training resources.
  • Partner with Product and Engineering on recurring implementation blockers.
  • Help move repeatable onboarding activities toward scalable self-service experiences.

WHAT SUCCESS LOOKS LIKE

  • Customers launch on time with minimal disruption to their businesses.
  • Implementation timelines and responsibilities are clear to customers and internal teams.
  • Data migration and configuration issues are identified before go-live.
  • Customers enter ongoing CX management with strong platform knowledge and clearly defined workflows.
  • Time-to-value and time-to-go-live improve as implementation processes become more standardized.
  • Fewer post-launch support issues originate from incomplete configuration or training.

WHAT WE'RE LOOKING FOR

  • 2–4+ years of SaaS implementation, onboarding, project management, or customer success experience.
  • Strong project-management and organizational skills.
  • Ability to manage multiple customer implementations simultaneously.
  • Comfortable learning complex software and becoming highly proficient in product configuration.
  • Strong customer communication and training skills.
  • Ability to troubleshoot problems and coordinate effectively with technical teams.
  • Comfortable working in a fast-moving environment where processes continue to evolve.
  • Healthcare, EMR, medical aesthetics, wellness, payments, or vertical SaaS experience is a plus.

ROLE PHILOSOPHY

Implementation owns the question:

“What needs to happen to get this customer successfully live on Prospyr?”

The Implementation Specialist drives that process from beginning to end, while creating a clean transition to the CXM who will own the customer's long-term success.

Source: Prospyr careers (Ashby)

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