Implementation Specialist

About the Role

Hello Patient is expanding its Implementation team and seeking an Implementation Specialist to facilitate the successful launch of its platform for healthcare practices.

In this role, you will manage multiple customer onboarding projects simultaneously—running kickoff meetings, coordinating timelines, and aligning both customer stakeholders and internal teams through to launch. You will configure Hello Patient's workflows, troubleshoot issues, and ensure users are properly trained so that AI agents provide value immediately.

You will engage directly with customer leaders including clinicians, operations managers, and executives to set expectations, communicate updates, and encourage platform adoption. Internally, you will collaborate closely with AI Agent Product Managers, Conversational Designers, Engineering, Quality Assurance, and Customer Success teams to identify risks early, resolve obstacles promptly, and ensure smooth project handoffs post-launch.

As an Implementation Specialist, you will own end-to-end implementations for repeatable use cases and serve as the execution backbone for new 0-to-1 launches, driving coordination, timelines, and adoption without compromising quality.

This vital role sits at the heart of our growth engine; implementation results directly impact customer retention, expansion, and measurable outcomes.

Key Responsibilities

• Customize Hello Patient workflows to mirror each practice’s daily operations.
• Lead discovery sessions to gather requirements and collaborate with stakeholders.
• Verify requirements, manage dependencies, and ensure proper setup and access.
• Develop expertise in telephony configurations and systems integration.
• Configure outbound AI agent campaigns and oversee performance monitoring.
• Conduct thorough testing of new agents prior to launch to guarantee reliability.
• Drive implementation plans by ensuring weekly milestones are achieved and removing roadblocks.
• Oversee timelines, stakeholder communication, and project momentum.
• Identify risks, resolve issues efficiently, and maintain transparent expectations.
• Manage expansions by coordinating 1-to-10 site rollouts.
• Assist AI Agent Product Managers with new build launches and pilot projects by providing project structure and progress updates.
• Lead customer training sessions—both live and recorded—and develop clear enablement materials.
• Ensure customer teams are fully prepared and confident at launch.
• Monitor early adoption metrics, troubleshoot issues, and coordinate fixes to enhance usage.

Qualifications

• Minimum 3 years experience in software implementation, onboarding, solutions delivery, or technical project management.
• Proven ability to manage multiple concurrent projects with excellent organizational skills and close attention to detail.
• Professional and confident communication style, capable of engaging with clinicians, operations staff, and executive-level stakeholders.
• Practical understanding of APIs, webhooks, system integration, and data flow between tools.
• Adaptability to fast-paced startup environments with a strong sense of ownership.
• Preferred experience includes healthcare technology, SaaS workflow products, and integration-heavy solutions.
• Familiarity with Electronic Health Record (EHR)/Practice Management (PM) systems, telephony platforms, or Single Sign-On (SSO) providers is advantageous.
• Experience using AI tools to enhance efficiency and workflow.
• Skill in creating playbooks, templates, documentation, and scalable implementation processes is a plus.

Compensation

Annual base salary ranges from $90,000 to $120,000. Additionally, meaningful equity ownership in a rapidly expanding healthtech startup is provided.

About Hello Patient

Hello Patient is revolutionizing healthcare communications with advanced conversational AI. Our leadership team previously helped scale Carbon Health’s tech platform during high-growth phases, recognizing the substantial administrative burden on clinicians and patient frustration with communication inefficiencies.

Our AI solution proactively engages patients via optimized calls and texts to resolve complex interactions end-to-end — covering scheduling, billing, and retention. Designed with security and compliance at its core, Hello Patient integrates seamlessly with existing healthcare infrastructure to provide continuous patient engagement.

Funding from Scale and 8VC supports our mission to transform healthcare conversations one interaction at a time.