Training & Implementation Specialist
This job description indicates the major duties required, but does not include all the duties and qualifications required of an employee.
Job Title : Training & Implementation Specialist
Company Overview
Our company provides innovative EMR software solutions for behavioral and mental health facilities, helping treatment centers streamline operations, improve patient care, and meet compliance requirements.
Position Summary
The Training & Implementation Specialist is responsible for delivering comprehensive software training and implementation services to new clients following the completion of system configuration. This role serves as the primary educational contact during the critical go-live phase, ensuring all stakeholders are properly trained on role-specific functionalities and confident in using our EMR platform. The specialist orchestrates intensive one-week implementation programs that transform configured systems into fully operational workflows.
Key Responsibilities Training Coordination & Delivery
- Coordinate and schedule comprehensive one-week implementation programs for new clients
- Send training invitations to all corresponding roles and stakeholders for role-specific sessions
- Conduct multiple daily training sessions throughout the implementation week
- Lead kickoff meetings to set expectations and implementation goals
- Facilitate closing meetings with engaging activities and swag distribution
- Deliver role-specific training tailored to different user types (clinicians, administrators, billing staff, etc.)
Implementation Management
Serve as primary point of contact during the training and go-live phaseDevelop and maintain training schedules that accommodate client availabilityCoordinate with internal teams to ensure seamless handoff from Onboarding SpecialistsMonitor training progress and adjust delivery methods as neededEnsure all users achieve proficiency benchmarks before go-liveClient Success & Support
Provide exceptional customer experience during the critical implementation phaseAddress training-related questions and concerns in real-timeCreate positive, engaging learning environments that build user confidenceDocument training completion and user readiness assessmentsFacilitate smooth transition to ongoing support and customer success teamsDocumentation & Follow-up
Maintain accurate records of training sessions and attendanceUpdate project management systems with implementation progressProvide post-training recap materials and resourcesCreate customized training materials when standard offerings don't meet specific client needsQualifications Required
3+ years experience in software training, implementation, or customer educationStrong presentation and facilitation skills with ability to engage diverse audiencesExperience training healthcare professionals or clinical staffExcellent project coordination and scheduling abilitiesAbility to learn complex software platforms quickly and teach others effectivelySuperior communication skills with both technical and non-technical audiencesExperience with virtual training platforms and toolsPreferred
Bachelor's Degree in Education, Healthcare Administration, or related fieldExperience with EMR / EHR systems in behavioral health or mental health settingsBackground in clinical or healthcare environmentsPrevious experience in SaaS implementation or customer onboardingTraining certification or instructional design experienceFamiliarity with adult learning principles and methodologiesKey Competencies
Training Excellence : Delivers engaging, effective training that ensures user adoption and proficiencyCustomer Focus : Creates positive implementation experiences that build long-term client relationshipsAdaptability : Adjusts training approaches based on client learning styles and organizational cultureOrganization : Manages complex multi-stakeholder schedules and coordinates successful week-long implementationsProblem-solving : Quickly identifies and addresses training obstacles or user challengesPatience & Empathy : Understands that software adoption can be challenging and provides supportive guidanceEnergy & Enthusiasm : Maintains high energy throughout intensive training weeks and motivates user engagementMajor Business / Professional Contacts
Direct interaction with clinical staff, administrators, and end-users at behavioral health facilitiesCollaboration with internal Onboarding Specialists, Customer Success Managers, and Support teamsCoordination with facility IT staff and key decision makersPotential interaction with third-party integration partners during trainingWorking and Environmental Conditions
Requires in office presence four days per week with one designated work-from-home dayUp to 50% travel required for on-site training and implementation weeks at client facilitiesIntensive training schedules requiring flexibility and stamina during implementation weeksMust demonstrate high ethical standards when handling confidential client and patient informationMay require occasional evening or weekend work to accommodate client schedulesWhat Makes This Role Rewarding
This position offers the opportunity to directly impact client success by transforming software configurations into confident, competent user communities. You'll see immediate results from your training efforts and play a crucial role in helping behavioral health facilities improve their operations and patient care capabilities. The role combines education, customer success, and implementation expertise in a dynamic, travel-inclusive environment.
