Consultant, Customer Success - EHR platform

• Design, scope, and deliver high-impact consulting engagements that help customers maximize the value of Qualifacts’ EHR platforms and improve operational performance


• Lead discovery, workflow assessment, system optimization, project planning, execution, and closeout activities for onsite and remote consulting engagements


• Develop clear recommendations, project plans, and customer-facing deliverables that translate operational needs into practical system, workflow, and adoption improvements


• Track, analyze, and report on customer satisfaction metrics, engagement outcomes, and consulting performance indicators to support continuous improvement


• Support non-recurring professional services revenue goals by accurately scoping work, tracking progress, and reporting results to Finance and leadership stakeholders


• Serve as a consultative subject matter expert for Customer Success, Product, Support, Training, Implementation, Sales, and Account Management teams in support of customer outcomes and strategic initiatives


• Ensure consulting offerings remain consistent, scalable, and aligned to customer needs, market expectations, product capabilities, and retention goals


• Partner cross-functionally to analyze product changes, operational impacts, customer needs, and enablement requirements that inform documentation, training, and best-practice guidance


• Communicate effectively with customers and internal stakeholders, including executive, operational, clinical, billing, and technical audiences


• Deliver outstanding service to internal and external customers through responsive communication, thoughtful analysis, and accountable follow-through


• Perform other duties as assigned.

Requirements

• Associate degree required; bachelor’s degree preferred; equivalent related experience may be considered in lieu of degree


• Extensive experience in the behavioral health, human services, or healthcare technology industry, including strong understanding of complex agency operations, clinical workflows, billing processes, and compliance requirements


• 5–7 years of directly related experience in customer success, consulting, implementation, training, support, operations, or EHR system optimization


• Prior experience with enterprise EHR application software, including design, configuration, workflow analysis, implementation, support, training, consulting, or optimization


• Strong proficiency with Microsoft Office, virtual meeting platforms, AI assistants, collaboration tools, and customer-facing presentation materials

Core Competencies

Demonstrates expertise in EHR system optimization, customer success, and consulting within the behavioral health and healthcare technology sectors. Capable of delivering high-impact consulting engagements, developing actionable recommendations, and ensuring alignment with customer needs and operational performance.

Highest-signal resume keywords

• EHR System Optimization


• Customer Success Management


• Consulting Engagement Delivery


• Workflow Analysis


• Behavioral Health Industry Expertise

ATS Optimization Keywords

Hard Skills

• EHR Application Software


• Workflow Assessment


• Project Planning


• System Optimization??? No need the close tag incorrectly; fix: moet be
• System Optimization


• Data Analysis


• Performance Metrics Tracking


• Consulting


• Implementation


• Training


• Support

Soft Skills

• Effective Communication


• Customer Service


• Analytical Thinking


• Collaboration


• Accountability

Industry Keywords

• Healthcare Technology


• Behavioral Health


• Human Services


• Clinical Workflows


• Billing Processes


• Compliance Requirements

Tools & Technologies

• Microsoft Office


• Virtual Meeting Platforms


• AI Assistants


• Collaboration Tools


• Customer-Facing Presentation Materials