Job Overview
Location
Remote
Job Type
Full-time
Category
Other
Date Posted
June 19, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary point of contact for new client implementations, guiding clients through the full onboarding process from contract signing to go-live.
- • Collaborate with internal teams including clinical operations, technology, and customer success to ensure seamless integration of Included Health’s platform and services into client workflows.
- • Conduct detailed discovery sessions with client stakeholders to understand organizational structure, care delivery models, and technology infrastructure.
- • Develop and execute customized implementation plans tailored to each client’s unique needs, timelines, and compliance requirements.
- • Configure and test the Included Health platform according to client specifications, including user roles, workflows, reporting parameters, and integration points.
- • Train client teams on platform functionality, data entry protocols, reporting tools, and best practices for member engagement and care coordination.
- • Coordinate data migration efforts from client systems into the Included Health platform, ensuring accuracy, completeness, and compliance with HIPAA and other regulatory standards.
- • Monitor implementation milestones and proactively identify and resolve blockers to maintain project timelines and client satisfaction.
- • Document all implementation processes, configurations, and client-specific settings for internal knowledge sharing and future reference.
- • Provide post-go-live support during the transition period, addressing technical questions, resolving system issues, and ensuring adoption by end users.
- • Gather client feedback during implementation to inform product improvements and contribute to the evolution of implementation best practices.
- • Maintain accurate records of implementation progress in CRM and project management systems, updating stakeholders regularly on status and next steps.
- • Participate in cross-functional meetings to align implementation strategy with company goals, product roadmap, and client success metrics.
- • Ensure all client-facing communications are professional, clear, and aligned with company messaging and compliance guidelines.
- • Support the scaling of implementation processes by identifying inefficiencies and contributing to the development of standardized templates, playbooks, and training materials.
- • Work closely with the client success team to hand off clients upon successful implementation, ensuring continuity of service and long-term retention.
🎯 Requirements
- • Proven experience in client implementation, onboarding, or project management within a healthcare technology or SaaS environment
- • Strong understanding of HIPAA compliance and healthcare data privacy standards
- • Proficiency in configuring SaaS platforms and managing data migration processes
- • Excellent communication and presentation skills with the ability to train non-technical stakeholders
- • Ability to manage multiple concurrent implementations with competing priorities and deadlines
- • Experience using CRM and project management tools such as Salesforce, Asana, or Jira
🏖️ Benefits
- • Fully remote work environment with flexible scheduling
- • Comprehensive health, dental, and vision insurance coverage
- • 401(k) plan with company matching contribution
- • Unlimited paid time off (PTO) policy
- • Professional development stipend for courses, certifications, or conferences
- • Monthly wellness stipend for fitness, mental health, or home office expenses
Skills & Technologies
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About Included Health, Inc.
Included Health offers virtual care navigation, primary care, and specialty medical services to employers and health plans, focusing on LGBTQ+, Black, and Latino communities. Services include 24/7 telehealth, care coordination, pharmacy support, and expert medical opinions. The company emphasizes culturally competent providers and personalized guidance to reduce health disparities and improve outcomes for underserved populations. It serves self-insured employers, health plans, and government programs across the United States.
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