Software Implementation Consultant - (Financial)

Remote

San Francisco (CA)

Remote

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Benefits starting from Day 1

Retirement Plan Matching

Flexible Paid Time Off

Wellness Support Programs andResources

Parental & Caregiver Leaves

Fertility & Adoption Support

Continuous Development Support Program

Employee Assistance Program

Allyship and Inclusion Communities

Employee Recognition

Job summary

PointClickCare is seeking a Software Implementation Consultant, Financial, to serve as the principal liaison with customers in Long-Term and Post-Acute Care settings. You will translate business needs into configuration, drive optimized outcomes, and maintain trusted advisor relationships.

The role includes up to 30% on-site travel to client sites and regional meetings. Reporting to the Sr Manager, Professional Services, you will collaborate with project managers and training specialists to

Qualifications

Post-secondary education in accounting or technology preferred.
Foundational understanding of AI and enthusiasm for exploring and experimenting with AI.
Excellent communication, organizational and collaboration skills.
Healthcare industry experience preferred.

Responsibilities

Act as principal liaison with the customer to implement best practices and drive outcomes in LTPAC settings.
Lead detailed business discovery and develop recommendations for delivery approaches.
Translate requirements and configure systems (more complex than entry).
Build strong customer relationships and communicate effectively.
Travel to customer sites up to 30% to lead meetings and presentations.

Skills

Accounting background

AI familiarity

Customer experience

Healthcare experience

Communication skills

Software implementation consulting

Project team experience

Accountability

Fast learner

Self-starter

Education

Post-secondary education in accounting or technology

Job description

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.

With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.

At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.

Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.

Travel to Office expectations

For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.

For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.

Position Summary

As part of the Professional Services, Practice Delivery team, the Software Implementation Consultant, Financial will act as the principal liaison with the customer to implement best practices to drive optimized business outcomes for the customer within the Long-Term and Post-Acute Care (LTPAC) settings. The Consultant will be diligent, customer focused, agile, transparent and a strong communicator. This individual will build relationships with our customers to become the trusted advisor and counsel them on our solutions and recommended business practices. The successful candidate will lead an in-depth analysis of the customers’ desired business process, operations and practices and provides recommendation for solution configuration and enhanced business practices. The applicant should expect up to 30% on site travel to customer sites and regional meetings.

The Software Implementation Consultant will report to the Sr Manager, Professional Services

Key Responsibilities:

Principal implementation liaison on the project team translating and documenting customer expectations, business processes and goals to ensure implementation success
Lead a detailed business discovery and develop recommendations to execute a delivery approach that will drive outcomes and value
Translate technical requirements and execute system configuration setup (more complex than entry)
Establish and maintain strong successful customer relationships by utilizing excellent communication and collaboration skills
Act as a trusted advisor to the customer, build strong partnerships to develop implementation approaches that consider the impact to a customer’s business and daily workflows
Partner with internal stakeholders, including project managers and training specialists, to create and execute implementation plans that are on-time and with the highest quality to support customer satisfaction
In collaboration with the project team, proactively anticipate, identify, and communicate issues, risks, escalations, timelines and delays to ensure an exceptional customer experience and successful implementation
Lead, influence, advise and support customer change management strategies, including the plans for user readiness and acceptance.
Develop and maintain expertise and knowledge in multiple product offerings, including the knowledge of the end-to-end solution and product value outcomes
When needed, travel to customer on-site locations to lead and direct meetings and presentations

Your Key Strengths:

Post-secondary education in accounting or technology preferred
Foundational understanding of artificial intelligence (AI) and enthusiasm for exploring and experimenting with AI
Passion for delivering an exceptional customer experience
Healthcare industry experience preferred
Excellent communication, organizational and collaboration skills
Consulting experience in software implementation, workflow analysis, recommendation development and measuring business outcomes
Multi-resource project team experience balancing milestones and objectives efficiently and on time
Proven ability to take accountability for a project, demonstrating initiative, and delivering on commitments to ensure customer objectives are met
The ability to quickly learn new concepts and technologies and convert them into customer solution value
Self-starter, able to work independently, prioritize to deliver on time and adapt priorities and a flexible approach to sharing client insights
Ability to thrive in a high paced, complex team environment
Must be results oriented, and demonstrate a can-do attitude with adaptability, problem-solving and critical thinking skills