Implementation Specialist – Small Business & PC Clients

Zivian’s mission is to expand access to high-quality healthcare. Our expert guidance and software solutions simplify compliance, improve clinical quality, and streamline management of healthcare teams. This helps independent providers and healthcare organizations stay focused on their core competence: patient care. We believe that a successful consumer product begins with a great experience for our users, and we are dedicated to building innovative tools and platforms that empower healthcare professionals and consumers alike, providing seamless access to resources, removing administrative burden, increasing compliance and insights that enhance health outcomes. Who you are: You are a highly motivated and organized Implementation Specialist who will lead our onboarding and implementation process for Small Business clients and Professional Corporations (PCs) clients. You thrive in a fast-paced, client-facing environment and are passionate about helping clients start strong with our products and services. You’ll serve as the primary point of contact from kickoff through successful go-live, managing timelines, aligning internal resources, and ensuring a smooth and positive onboarding experience for each client. What you'll do: Lead and manage end-to-end onboarding for Small Business and PC clients, ensuring successful and timely implementation of services Serve as a trusted advisor and main point of contact for clients during the onboarding process, providing clear communication, guidance, and support. Collaborate cross-functionally with internal teams (Sales, Product, Operations) to ensure smooth client transitions and address any onboarding blockers Customize onboarding plans to meet the unique needs of each client segment, particularly those with PC ownership requirements Develop and maintain onboarding documentation, resources, and playbooks to drive consistency and efficiency Track key onboarding metrics, including client satisfaction, booked-to-bill, and implementation success rate Identify opportunities to improve processes, reduce booked-to-bill time, and scale our onboarding framework What you'll bring: 2-3 years of client-facing experience , ideally in implementation, onboarding, account management, or customer success Experience working with Small Businesses and/or Professional Corporations is a plus Strong communication and interpersonal skills – you're able to build trust and manage relationships with a wide variety of stakeholders Highly organized and capable of managing multiple onboarding projects simultaneously Comfortable working in a fast-paced, evolving environment with shifting priorities Tech-savvy and quick to learn new platforms and tools Self-starter with a solution-oriented mindset and a passion for helping clients succees Experience in SaaS, healthcare, or legal-adjacent industries Familiarity with onboarding tools or CRMs like HubSpot Understanding of PC ownership structures and compliance needs Experience in project management Where You'll Be: We offer flexibility in your work location! For this role, you just need to be based within the US, allowing you to work where you feel most productive. What Zivian Has for You: A dynamic, diverse, and collaborative work environment where you can truly lead and make a substantial impact. A fast-paced startup culture full of growth-minded colleagues. A distributed team with opportunities for in-person collaboration. A generous employee equity pool, aligning your success directly with the company's growth. Competitive compensation and a comprehensive benefits package. A supportive, non-competitive work environment where the team truly cares about one another. Opportunities for continuous learning and professional growth as you scale with the company. Flexibility in your work location (must be based in the US). Originally posted on Himalayas