Implementation Lead - NYC

Carex Consulting Group; New York (NY); Hybrid; USD 110,000 - 130,000; Full time

Job summary

Carex Consulting Group is seeking an Implementation Lead to own client deployments from discovery to delivery. This role is highly client-facing and requires turning ambiguous needs into actionable solutions, with a focus on AI implementations and cloud tech.

The position supports healthcare clients and involves occasional in-person collaboration in NYC. The role is ideal for someone comfortable in an early-stage, fast-moving environment, collaborating across Product, Development, and GTM teams

Qualifications

• 3–5+ years in implementation or client-facing roles.
• Experience implementing AI solutions and cloud knowledge.
• Experience managing external stakeholders and client relationships on complex projects.
• Ability to lead projects with minimal oversight and create structure.
• Experience gathering requirements and translating them into workflows.
• Strong problem-solving and proactive mindset.
• Excellent written and verbal communication, especially with stakeholders.
• Ability to communicate across business users, executives, Product and tech teams.
• Experience with SDLC and collaborating with development teams.
• Familiarity with CRM, ERP, EMR/EHR or similar enterprise software.
• Experience in healthcare tech and understanding privacy, security, and HIPAA.
• Willingness to wear multiple hats in a small, fast-moving org.
• Entrepreneurial mindset and building processes rather than inheriting them.

Responsibilities

• Serve as primary client-facing lead throughout implementation lifecycle.
• Own project communication, timelines, dependencies, risks, and coordination.
• Lead discovery sessions and workshops to capture goals and requirements.
• Translate business needs into clear workflows and platform fit.
• Identify gaps and drive solutions with stakeholders.
• Collaborate with Product, Development, Support, leadership, and GTM teams.
• Navigate ambiguous client situations with clear recommendations.
• Work with technical teams throughout implementation and SDLC.
• Help clients adopt the platform within day-to-day operations.
• Contribute to product development and process improvements as needed.

Skills

Client-facing

Project management

Implementation

Consulting

Healthcare knowledge

Tools

CRM

ERP

EMR/EHR

Enterprise software

Job description

Carex is partnering with a growing AI engagement platform startup to find an Implementation Lead who will own client implementations from discovery through delivery. This is a highly visible, client-facing role for someone who can bring structure to ambiguity, understand customer workflows, and translate business needs into functional solutions. The ideal candidate has experience implementing AI solutions and has knowledge of cloud solutions.

This is not a traditional project management role. The right person will be comfortable getting into the details, navigating challenging client conversations, and working across clients, Product, and Development. They should be technically savvy, comfortable learning complex platforms and integrations, and energized by figuring out how the product fits into each customer environment.

This role is ideal for someone who thrives in an early-stage company, wants direct exposure to clients and leadership, and enjoys wearing multiple hats. Healthcare represents a significant portion of the current client base, with expansion into additional industries.

While the company operates remotely, this role is intended for someone based in the NYC area, for occasional in person collaboration.

What You'll Do

• Serve as the primary client-facing lead throughout the implementation lifecycle, building trusted relationships with stakeholders and keeping projects moving forward.
• Own project communication, status updates, timelines, dependencies, risks, and overall coordination across internal and external teams.
• Lead discovery sessions and implementation workshops to understand client goals, operational processes, requirements, and pain points.
• Translate business and functional requirements into clear workflows and help determine how the platform should fit within the client's existing environment.
• Identify gaps, risks, and implementation challenges early and drive solutions with the appropriate internal and client stakeholders.
• Partner closely with Product, Development, Support, leadership, and Go-to-Market teams to ensure client needs are understood and appropriately addressed.
• Navigate difficult or ambiguous client situations with confidence, bringing recommendations and a clear path forward rather than waiting for direction.
• Collaborate with technical team members throughout implementation and maintain a working understanding of the software development lifecycle.
• Help clients successfully adopt the platform by ensuring the solution works within their day-to-day operational processes.
• Contribute beyond project delivery when needed, including supporting product development, process improvement, and GTM initiatives as the company grows.

What You'll Bring

• 3-5+ years of experience in implementation, project management, consulting, professional services, or a similar client-facing role.
• Experience implementing AI solutions and knowledge of cloud solutions.
• Strong experience managing external stakeholders and owning client relationships throughout complex projects.
• Ability to independently lead projects with limited oversight and create structure in an evolving environment.
• Experience gathering requirements, understanding business processes, and translating those needs into functional workflows.
• Strong problem-solving and critical-thinking skills with a bias toward action.
• Excellent written and verbal communication skills, including the confidence to lead challenging stakeholder conversations.
• Ability to communicate effectively across business users, executives, Product teams, and technical stakeholders.
• Working knowledge of the software development lifecycle and experience collaborating with development or technical teams.
• Familiarity with CRM, ERP, EMR/EHR, or other complex enterprise software environments is highly valuable.
• Experience in healthcare technology is especially relevant given the company's current client base, along with a working understanding of privacy, security, compliance, and HIPAA.
• Comfort wearing multiple hats and contributing wherever needed within a small, fast-moving organization.
• An entrepreneurial mindset and genuine interest in building processes rather than simply inheriting them.

Salary range is around $110k-$130k.If the range doesn't align with your needs, please still apply! Carex values transparency in all steps of the recruiting process. The range listed above is dependent on skills and experience as it relates to the role. New roles arise every day, and we want you to be the first to know when the right role pops up for you.

Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.

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