Practice Consultant I - US Remote

PerfectServe; United States; Remote; USD 55,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K with match

Paid time off

Remote work

Job summary

PerfectServe is seeking a Practice Consultant to design and implement custom clinical workflow solutions across outpatient sites. You will engage Practice Managers and Providers, build users and schedules in our platform, and support go-lives with remote assistance.

The role emphasizes collaboration, communication, and meticulous configuration of workflows to meet customers' needs. Ideal candidates bring client-facing experience, strong MS Office skills, and a proactive, detail-oriented approach

Qualifications

• Experience in a client-facing or consulting role.
• Strong written and verbal communication skills.
• Ability to work collaboratively in a fast-paced environment.
• Proficiency with Microsoft Office suite and standard business tools.
• Attention to detail and problem-solving in workflow configurations.

Responsibilities

• Design and implement custom, efficient workflow designs.
• Engage with Practice Managers and Providers to build rapport.
• Create users, schedules and workflow rules in the PerfectServe platform.
• Provide remote go-live support and adjust configurations as needed.
• Monitor and adjust user and schedule apps across synced systems.
• Lead QA and ensure configuration quality standards.

Skills

Customer-facing experience

Collaboration

Adaptable

Strong communication

Problem solving

Attention to detail

Fast-paced environment

Honest and impartial

Education

Bachelor's degree

Tools

Excel

Visio

Word

PowerPoint

Outlook

SFDC

SmartSheet

Job description

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.

PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well‑being of their clinicians.

Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:

• In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
• PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.

At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.

If you're looking for a well‑established, tech‑forward company full of smart people doing meaningful work, you've found the right place!

We are looking for client‑facing, technical rockstars to join our growing company focused on making clinical communications and scheduling more effective, collaboration more intuitive, health systems better, and communities stronger. Don't miss out on this opportunity!

The Practice Consultant will be responsible for determining & building custom, clinical workflows.

They will be required to have a deep understanding of the PerfectServe platform to best apply the company’s technology to meet the workflow needs of our customers and their providers.

Responsibilities

• Implement custom, elegant workflow designs to best meet the need of our customers and help better streamline all clinical communications.
• Engage & build fast rapport with customers, such as Practice Managers and Providers.
• Build users, schedules and workflow rules within the PerfectServe platform.
• Provide technical support, occasionally onsite, and make the appropriate user application adjustments during new customer go lives.
• Monitor and make the necessary user and schedule application changes for PerfectServe’s synced applications.
• Execute testing protocols.
• Contribute to configuration standards best practices and
• Execute the company’s configuration quality assurance
• Serve as lead consultant for all types of outpatient projects
• Work with physician offices to understand their communication requirements and apply PerfectServe’s technology in ways that deliver the best possible outcome for them
• Configure workflow solutions
• Conduct practitioner, practice manager and support staff training
• Execute regular quality audits (design and configuration)
• Provide remote go‑live support
• Manage account stages in SFDC and SmartSheet

Essential Qualifications

• 2+ years’ work experience in a customer facing, consulting, account manager, project manager, business analyst and/or other service role
• Ability to work closely with peers and team members in a collaborative manner
• Adaptable
• Strong Microsoft Office proficiency with Excel, Visio, Word, PowerPoint and Outlook
• Excellent written and verbal communication skills
• Problem solving and reasoning skills with both configuration and communication
• Strong organizational skills
• Excellent attention to detail
• The ability to thrive in a fast‑paced environment
• Honest and impartial

Key Performance Indicators

• Quality score of 85% or higher
• Adherence to best practice and/or client design standards (quality)
• On-time delivery of solution designs
• SFDC and SmartSheet compliance
• Documentation compliance
• Average customer satisfaction rating of 80% or better

Beneficial Qualifications

• Bachelor’s degree, preferably in Business or related discipline
• Experience driving process change in complicated environments
• Experience working with physicians or in clinical settings

This position requires interaction with people and technology while either standing or sitting. In order to best service our customers on the phone, face‑to‑face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. Depending on the assignment, may require ordinary ambulatory skills sufficient to visit other locations; or the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 50 pounds. Requires good hand‑eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information.

PerfectServe is committed to compliance with its obligations under all applicable state and federal laws prohibiting employment discrimination. In keeping with this commitment, it attempts to reasonably accommodate applicants and employees in accordance with the requirements of the disability discrimination laws. It also invites individuals with disabilities to participate in a good faith, interactive process to identify reasonable accommodations that can be made without imposing an undue hardship.

This position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. PerfectServe, Inc. is an Equal Opportunity Employer -----M/F/D/V.

Why Join PerfectServe?

At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You'll work with a dedicated and mission‑driven team in an environment that values growth, transparency, and innovation.

We offer a salary range of $55,000-60,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate's experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.

• Remote first work environment
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K - with match and immediately vested.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy
• Internal Advancement Opportunities

PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud‑based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.

For government reporting purposes, we ask candidates to respond to the below self‑identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in PerfectServe’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.