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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SaaS implementation and technical onboarding, with a strong focus on configuring AI agents and managing customer communication throughout the project lifecycle. Proficient in project management, troubleshooting, and collaborating with cross-functional teams to ensure successful integrations and go-live processes.
Highest-signal resume keywords
SaaS ImplementationAI/Voice Agent ConfigurationProject ManagementCustomer-Facing CommunicationUAT and Go-Live Processes
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Integration PlaybooksWorkflowsAPIsTroubleshootingAnalytical SkillsProblem-SolvingImplementation DocumentationVoice Agent WorkflowsCustomer Requirements TranslationTelephony Setup
Soft Skills
Customer CommunicationCollaborationAnalytical ThinkingAdaptabilityAttention to Detail
Tools & Technologies
EHR/PMS PlatformsTelephony SolutionsConversational AI
Industry Keywords
HealthcareProfessional ServicesTechnical OnboardingEnterprise CustomersCross-Functional Teams
About the role
Key responsibilities & impact- Own implementations from kickoff through go-live, including timelines, milestones, risks, and customer communication
- Execute integration playbooks and coordinate EHR/PMS and third-party integrations
- Configure providers, appointment types, availability, widgets, knowledge bases, and other product settings
- Configure AI agents, including workflows, procedures, prompts, guardrails, and customer-specific business rules
- Understand customer requirements and translate them into effective agent workflows and experiences
- Coordinate telephony setup and call-forwarding with customer IT/telephony teams
- Lead UAT, end-to-end testing, go-live, and post-launch validation
- Identify risks and technical dependencies early and coordinate resolution with FDE/Engineering
- Maintain accurate implementation documentation and continuously improve implementation playbooks
- Tune voice agent workflows, prompts, procedures, and guardrails based on customer requirements, UAT results, and real-world call behavior
- Conduct regular post-launch call reviews to identify gaps, incorrect responses, workflow issues, and improvement opportunities
- Own customer communication, testing, and delivery while coordinating backend requirements with FDE/Engineering
Requirements
What you’ll need- 3–7 years of SaaS implementation, technical onboarding, professional services, or similar experience
- Strong project management and customer-facing communication skills
- Comfortable with integrations, workflows, APIs, and technical concepts
- Comfortable configuring AI/voice agents and translating business requirements into agent workflows
- Strong troubleshooting, analytical, and problem-solving skills
- Experience working with enterprise customers and cross-functional technical teams
- Ability to manage multiple implementations and drive projects to completion
- Preferred: Experience with AI, conversational AI, voice, contact center, or telephony solutions
- Preferred: Experience with healthcare EHR/PMS platforms
- Preferred: Experience with UAT and enterprise go-live processes
Benefits
Comp & perks- 100% Employer-paid benefit plans available for employees with multiple health plan options (HSA, PPO)
- Flexible PTO
- 401(k) with company match
- Flexible work from home options available
- Maternity & Paternity Leave
- Employee Resource Groups - network with like-minded "Birds"
- Abundant opportunities that come with a dynamic and fast-growing organization!