Consultant, Customer Success (EHR platform)

Location: Hybrid schedule in Nashville or Tampa, United States; remote candidates will not be considered. Travel of 30–50% is required for consulting engagements, conferences, user groups, and other customer-facing opportunities.

Company

hirify.global provides behavioral health software and SaaS solutions for clinical productivity, compliance and state reporting, billing, and business intelligence through its CareLogic, Credible, and InSync EHR platforms.

What you will do

• Design, scope, and deliver billable and non-billable consulting engagements that improve customer outcomes and operational performance.
• Lead discovery, workflow assessment, system optimization, project planning, execution, monitoring, reporting, and closeout.
• Develop customer-facing recommendations, project plans, documentation, and deliverables that translate operational needs into system and adoption improvements.
• Track customer satisfaction, engagement outcomes, consulting performance, and professional services revenue indicators.
• Act as a subject matter expert for Customer Success, Product, Support, Training, Implementation, Sales, and Account Management.
• Communicate recommendations to executive, operational, clinical, billing, technical, and internal stakeholders.

Requirements

• Associate degree required; a bachelor's degree is preferred, and equivalent related experience may be considered.
• Extensive experience in behavioral health, human services, or healthcare technology, including agency operations, clinical workflows, billing, and compliance.
• 5–7 years of directly related experience in customer success, consulting, implementation, training, support, operations, or EHR system optimization.
• Experience with enterprise EHR application software, including 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.
• Advanced consulting, facilitation, communication, stakeholder management, organizational, and project management skills.

Culture & Benefits

• Hybrid work is available from the Nashville or Tampa office.
• Regular travel is required for customer engagements, conferences, user groups, and learning opportunities.
• Work involves cross-functional collaboration across Product, Support, Training, Implementation, Sales, Account Management, and Development.
• hirify.global promotes an inclusive workplace and is an equal opportunity employer.